Creating a New User

Before you can assign a user to a user group, you must add the user to the system.

1. Go to Workarea > Settings > Users.
2. Click Add User. The Add a New User to the System screen appears.

   NOTE: To learn about the lock and unlock buttons ( ), see Account Locked (below). The buttons provide a shortcut to that field for users with a check in the box to the left of their name.

3. Enter the following information about the user. An asterisk next to a field name indicates that the field is required and cannot be blank.
   —Field descriptions—

   —Editable by a non-administrator user. Non-admin users can edit their own profiles only, and only fields indicated.

   General Tab (tabs only appear when editing)

   • Username—Insert a username for the user you want to create.
   • Path—This field is only available when using LDAP Authentication. See Also: Adding User Information from an LDAP Server to Ektron.
   • First Name—Enter the first name of the user.
   • Last Name—Enter the last name of the user.
   • Display Name—Enter the name that is used to identify a user in the Workarea and on the website. This can be different from the Username, which is the name used to log in.

     NOTE: The Display Name cannot be blank.

   • Password—Enter a password for the user. See Also: Getting Started with Ektron.
   • Confirm Password—Confirm the password by typing it again.
   • User Language—Select the language in which the user will view Ektron screens and messages. The language also determines the default value whenever a drop-down list of languages appears within Ektron.

     The drop-down list is derived from the Language Settings screen, available from the Settings > Configuration folder.

     Do not confuse the system language with the user’s ability to create and edit foreign editions of content. This field does not prevent a user from working with multiple language content.

     See Also: Working with Multi-Language Content

     NOTE: If the selected language is not English, French or German, it is only supported after you download the Ektron Language Support Program from Ektron and translate the website.

   • Email Address—Enter the email address of the user. Notification email is sent to this address unless the Disable E-mail Notification field is checked. Also, this address identifies the user sending Instant email. See Also: Installing Ektron
   • Account Locked—Check this box to lock or unlock this user. Locked users cannot log in. For information on events that automatically lock a user out, see Getting Started with Ektron. You can manually lock or unlock users via the lock buttons () on the View Users in Groups screen.
   • Content and Forum Editor—If your Ektron administrator set the siteroot/web.config file's ek_EditControlWin (for Windows computers) or ek_EditControlMac (for Macintosh computers) property to UserPreferred, you may choose an editor. Otherwise, the default editor appears, and you cannot change it.
   • Avatar—An image or icon to represent you in the Forum.
     —Image—

     

     Insert a Web path to the image. For example: http://www.example.com/smileyface.gif. Alternatively, you can click Upload to browse to a file on your network.

     Avatar Maximum Size

     By default, an avatar's maximum size is 200 kilobytes, and its height and width are reduced 125 pixels, preserving the aspect ratio. To change the file size limit, edit Siteroot\Workarea\Upload.aspx.vb. In this file, change the line shown below to the maximum file size.

     If (numFileSize > 200) Then

     To change the avatar's default height and width, edit Siteroot\App_Code\VBCode\Utilities.vb. In this file, change the following lines to the desired size.

     Dim Width As Integer = 125
     Dim Height As Integer = 125

   • Disable Receiving of Workflow and Task Email—Select to disable the workflow and task email notifications for the user. If you do, the user does not receive the automatic email notification described in Installing Ektron. However, this field has no effect on the user’s ability to receive instant email.
   • Address—Enter the address used to find this user’s location when a search based on location is being performed. You can enter either a full address or a postal code.
   • Latitude, Longitude—The Google GeoCoder strategy uses the information from the Address field to determine the user's latitude and longitude. These values are used to identify a user’s location when someone performs a search based on location.

   Custom Properties Tab

   • Features—Create User Calendar—See Working with Calendars
   • Additional custom user properties—See Creating Custom User Properties

   If email notification is turned off in the setup page, you are notified when editing, adding, or viewing a user.

4. Click Save. The View Users in Group Everyone screen appears with the new user included in the table. When you add a new user, he is automatically placed in the Everyone user group. To assign users to other groups, see Assigning Users to User Groups.
5. Continue this process until you add all website users, or reach the maximum allowed by your license.

   NOTE: Contact Ektron Sales for pricing of adding more users to your license.

Viewing a User

After adding a user, you can view that information. While viewing a user, you can edit or delete the user.

1. Access the user folder as described in Managing Users and User Groups.
2. Click the Username of the user you want to view. The View User Information screen appears. To learn about the fields, see Creating a New User.

Editing a User

NOTE: If you are using Active Directory to edit a user, see Adding and Maintaining User Information.

When editing a user, you can change the fields set when adding the user, such as username, first name, last name, password, user language, and email address. Also, while editing, you can change fields that were not available when the user was created.

1. Access the view user screen of the user you want to edit, as described in Viewing a User.
2. Click the Username of the user you want to edit. The View User Information screen appears.
3. Click Edit. The Edit User screen appears.
   —Field descriptions—

   —Editable by a non-administrator user. Non-admin users can edit their own profiles only, and only fields indicated.

   General Tab

   • ID—A unique identifier assigned to a user by the system. This field is not editable.
   • Account Locked—Check this box to lock or unlock this user. Locked users cannot log in. For information on events that automatically lock a user out, see Getting Started with Ektron.
   • Forum Signature—Adds a signature to your posts in the forum. You do not see the signature in the editor. It is added after you click the Post button.

     

   • Tags—Select from a predefined list of Tags that describe yourself. Or, create a new tag by clicking Add Tag. Placing a check mark in the check box next to a tag activates it for your profile. See Also: Tagging Content, Library Items, Users, and Groups with Keywords.
   • User Groups Tab (Tab only appears when viewing properties) -Lists user groups to which the user belongs. See Also: Assigning Users to User Groups.

   Workarea Tab

   • Full Screen—When a check mark appears in this check box, the Workarea opens up to the size of the full screen. In addition, the Width and Height options are hidden. See Getting Started with Ektron.
   • Width—If desired, change the width of the screen in which Ektron appears for this user. The width in pixels must be between 400 and 2400. This field accommodates users who have larger monitors and/or prefer a smaller resolution, such as 1280 x 1024. If a check mark appears in the Full Screen check box, this option is hidden.
   • Height—If desired, you can change the height of the screen in which Ektron appears for this user. The height in pixels must be between 300 and 1800. This field accommodates users who have larger monitors and/or prefer a smaller resolution, such as 1280 x 1024. If a check mark appears in the Full Screen check box, this option is hidden.
   • Landing Page after login—See Getting Started with Ektron.
   • Set smart desktop as the start location in the Workarea—If you want the Smart Desktop to appear as soon as this user enters the Workarea, click this check box. See Also: Managing Content from the Smart Desktop. If you leave this check box blank, when this user enters the Workarea, he goes to the folder of the content specified at the Landing Page after login field.
   • Restore Default Preferences—Restore the default Workarea settings specified by the Administrator

   Custom Tab (same as when adding a user)

   Activities Tab

   If you disable Notifications, the Activities tab (which lets the user pick Notifications to receive and send) disappears.

   • Colleagues Sub—Select notifications you want to receive when a colleague performs an activity, and the agent that transmits the notification. For example, if you want to receive email notifications when a colleague posts a blog message, check inside the box for Blog Post in the email column. See Also: Sending Notifications to a Community
   • Community Groups Sub—This tab sets preferences for all community groups. Select notifications you want to receive when a community group member performs an activity relating to the group, and the agent that transmits the notification. For example, you want to receive email notifications when a community group member posts to group’s blog. To enable this, check inside the Group Blog Post box in the email column. See Also: Sending Notifications to a Community

     
     For Developers:Ektron has created a UserGroupPreferences user control. If you add the control to a community group’s profile page, users can specify notification preferences for individual groups. This control is installed with Ektron and is located in:

     [Drive:]\webroot\siteroot\Workarea\Notifications\Controls

   • My Activities Sub—Select notifications you want publish when performing various activities on the website. For example, if you want to publish notifications when you post to your blog, check the box for Blog Post in the Publish column. See Also: Sending Notifications to a Community.
   • Profile Links—Displays the user's alias if community aliasing is set for users. See Also: Creating User-Friendly URLs with Aliasing
   • Roles—This tab shows the roles assigned to this user. See Also: Defining Roles
4. Make necessary changes to user information.
5. Click Update.

Deleting a User

NOTE: If you are using Active Directory to delete a user, see Maintaining AD User Information.

When you need to remove a user from the application, you can easily do it from the User’s Folder in the Workarea.

1. Access the view user screen for the user you want to delete, as described in Viewing a User.
2. Click the Username of the user you want to delete. The View User Information screen appears.
3. Click Delete (). A confirmation message appears.
4. Click OK.

WARNING! When a user is deleted from the database, the user is permanently deleted. The process cannot be undone.

Removing Users from User Groups

NOTE: If you are using Active Directory to remove a user from a group, see Maintaining AD User Group Information.

Removing a user from a user group does not delete the user from Ektron. Also, you cannot remove users from the Everyone group.

1. Workarea > Settings > User Groups.
2. Click the name of the group that includes the user you want to remove. Members of the group appear.
3. Click Remove to the far right of the user that you want to remove. A confirmation message appears.
4. Click OK.

Creating a New User Group

NOTE: If you are using Active Directory to create a new user group, see Importing AD User Group Information .

1. Access the User Groups folder in the administrator Workarea, as described in Managing Users and User Groups.
2. Click Add User Group. The Add a New User Group to the System screen appears.
3. Enter a name and brief description of the user group you want to create.
4. Click Save.

Assigning Users to User Groups

NOTE: If you are using Active Directory to assign a user to a user group, see Importing a User’s AD Group Information to Ektron.

When you create a user group, no user is initially assigned to it. To add a user to a user group:

1. Access the Workarea > Settings > User Groups.
2. Click the user group to which you want to add a user. The View Users in Group screen appears.
3. Click Add User. Users who do not belong to the group appear.
4. Select the users to add to the group using one or more of the following methods:
   • To select specific users, check the box to the left of their name.
   • To select all users, check the box in the column header row.
   • Enter characters into the Search field and find only users that match them. For example, you could enter bill, click the Search button, and see only users with those characters in their name.
   • Use the drop-down menu to sort the display by User Name, Last Name or First Name.
   —Image—

   

5. Click Save. A confirmation message appears.
6. Click OK. The selected users are now members of the selected group.
7. Continue this process until you add all users into User Groups.

Viewing the Users in a User Group

1. Access the User Group folder in the administrator Workarea, as described in Managing Users and User Groups.
2. Click the user group whose members you want to view. The View Users in Group screen appears with a list of users who are members of the group. From this screen, you can edit or delete user groups, as well as add and remove users to and from the user group.
   —Image—

   

Editing a User Group

When editing a User Group, you can only change its name.

NOTE: You cannot edit the default Administrators and Everyone user groups.

1. Access the View Users in Group screen for the user group you want to edit, as described in Viewing the Users in a User Group.
2. Click the User Group you want to edit. The View Users In Group screen appears.
3. Click Edit (). The Edit User Group screen appears.
4. Edit the group name as required.
5. Click Update.

Deleting a User Group

NOTE: If you are using Active Directory to delete a user group, see Maintaining AD User Group Information.

When you do not need a User Group anymore, you can delete it from the system.

NOTE: You cannot delete the Administrator and Everyone groups.

1. Access the View Users in Group screen for the user group you want to delete, as described in Viewing the Users in a User Group.
2. Click the User Group you want to delete. The View Users In Group screen appears.
3. Click Delete (). A confirmation message appears.
4. Click OK. The User Group is deleted from the Ektron website.

Removing Users from User Groups

NOTE: If you are using Active Directory to remove a user from a group, see Maintaining AD User Group Information.

Removing a user from a user group does not delete the user from Ektron. Also, you cannot remove users from the Everyone group.

1. Workarea > Settings > User Groups.
2. Click the name of the group that includes the user you want to remove. Members of the group appear.
3. Click Remove to the far right of the user that you want to remove. A confirmation message appears.
4. Click OK.

Viewing Custom Properties

Use the View Custom Properties screen (Settings > Configuration > Custom Properties) to create custom properties for users and membership users. From the View Custom Properties screen, you can:

• add a new custom property. See Adding a Custom User Property.
• edit a custom property. See Editing Custom User Properties.
• reorder the way custom properties appear on the users and membership users screen. See Setting the Order of Custom User Properties.
• work with custom properties in different languages. See Managing Users and User Groups.

  

  • Add—Add custom user properties. See Adding a Custom User Property.
  • Reorder—Change the order of the custom user properties on the Users or Membership User Properties screen. See Setting the Order of Custom User Properties.
  • Language Selection drop-down list —lets you view custom user properties by language. See Viewing Custom User Properties By Language.
  • Object Type drop-down list—lets you choose users or taxonomies whose custom user properties you want to manage. See Adding a Custom User Property and Creating and Assigning Taxonomy Custom Properties.
  • Title field—Displays the title of a custom user property. When viewing by language, the title changes to the title used in a specific language if it has been defined. Click a Title to edit the property. See Editing Custom User Properties. Title and label are the same field. On some screens, Title is used; on others Label is used.
  • ID—A unique property identifier assigned by the system. This field is not editable.
  • Type field—Shows the Type that was chosen for a custom user property.

Adding a Custom User Property

1. In the Workarea, click Settings > Configuration > Custom Properties.
2. From the Object Type pulldown, select User.
3. Choose the standard language used in your Workarea.
4. Click Add. The Add User Custom Property screen appears.

   

   • Label—Title of the property you are adding. For example, Employee ID.

     NOTE: The Title and Label are the same field. On some screens the word Title is used, on others the word Label is used.

   • Type—The property’s data type. When a type is selected and saved, you cannot change it. You must delete the custom property and re-enter it.
     Type field descriptions

     • String—Accepts all alpha, numeric, and symbol characters. Text Box, Text Area, and Hidden input types are available. All validations are available. See Also: ”Validation” on page 15-23
     • Boolean—Accepts a true or false response. Check Box and None input types are available.
     • Numeric—Accepts numbers only. The following input types are available.
       • Text Box
       • No Validation
       • Cannot be blank
       • Numeric Only
       • U.S. Zip Code
       • Dollar Amount
     • Date—Only a date can be entered. The following input types are available.
       • Text Box
       • No Validation
       • Cannot be blank
       • Date Only
     • SelectList—Select a response from a list of choices.
       SelectList field

       Use a SelectList field to present the user completing the User Information or Membership User Properties screen with a list of choices.

       —Image—

       

       When you create a custom user property and specify its type to be Select List, the screen changes, allowing you to add, change, or remove list entries.

       —Image—

       

       Completing a SelectList Field Entry

       To add an item to the list, enter its text in the Text field, then click Add . Added items then appear in the larger box on the left. You can then:

       • remove any item from the list by clicking it. It appears in the Text field. Click Remove.
       • change the text of any list item by clicking it. It appears in the Text field. Make changes then click Change.
       • change the sequence of list items by selecting an item then clicking the up or down arrow to move the item

       Using the First List Item to Prompt a Response

       You can use the first list item to prompt the user to make a selection instead of being a valid response. For example, the first list item may say Select from a list of choices. To do this, check the First item is not a valid selection for example, “[Select]” check box.

       If this option is selected, the field has an asterisk (*) next to it (indicating it is required) on the User Information and Membership User Properties screens. The user completing the screen must choose any selection other than the first item. If he tries to file the screen without choosing a different item, the following error message appears: Please fill in all required fields (*)

     • Multi SelectList—Select any number of responses from a list of choices.
       MultiSelectList field

       Use a MultiSelectList field to present the user completing the User Information or Membership User Properties screen with a list of choices. The user can choose as many responses as appropriate.

       —Image—

       

       Selected items are indicated by a blue background.

       When you create a custom user property and specify its type to be MultiSelect List, the screen changes.

       —Image—

       

       For information about completing the screen, see Completing a SelectList Field Entry.

     • Category—A system-defined type that appears when the first subscription is created. One entry covers all subscriptions. See Also: Creating a Subscription.
   • Input Type—Choose how a user is able to enter a response to the property.
     Input Type field descriptions

     • Text Box—Creates a standard text box. Use this with a String, Numeric, or Date. For example:

       

     • Text Area—Creates a multi-lined area for entering text (String). Typically used when more than one line of text needs to be added. For example:
       

       

     • Hidden—Hides the input field (String). This can be used by an administrator to add additional values at postback time. This requires a developer to add client-side JavaScript. If you change a String field’s Input Type from Text Box or Text Area to Hidden, then sign in as a member of the Administrators group, the field and its value still appear on the user’s profile.
     • Check Box—Creates a boolean checkbox. Used when the field requires a boolean (true / false) response. For example:
   • Validation—Ensures the right type of data is entered in a text box or text area.
     Validation field descriptions

     • No Validation—The entry is not checked. Use with String, Numeric, and Date.
     • Cannot be blank—A response must be entered. Use with String, Numeric, and Date.
     • Numeric Only—The response must be a number. Use with String and Numeric.
     • Text Only—The response must be (String) characters (any combination of alpha, numeric, and symbol).
     • Date Only— The response must be entered in the following format: mm/dd/yyyy. Use with String and Date.
     • Email Only—The response must be entered as an Email address (String). For example, username@domain.domainextention.
     • Credit Card Only— The response must be entered as a credit card number (String). For example, nnnn nnnn nnnn nnnn
     • Social Security Only—The response must consist of 9 digits in this pattern: nnn-nn-nnnn. (String)
     • U.S. State Code—A 2-letter state code (String). For example: NH = New Hampshire.
     • U.S. Zip Code—The response must consist of 5 (nnnnn Numeric) or 9 digits (String)separated by a dash after the fifth (nnnnn-nnnn).

       NOTE: If you use the Numeric Type, you cannot have a dash or space when using a 9 digit Zip Code

     • Valid US Phone Number—The response must consist of a 10 digits (String) in this pattern: nnn-nnn-nnnn.
     • Canadian Postal Code— The response must consist of 6 (xnx nxn) alpha or numeric characters (String) with a space after the first 3 characters.
     • Time HH:MM or HH:MM:SS or HH:MM:SS.mm—Time is entered in one of the following 3 formats. (String)
       • HH:MM—Hours and Minutes 09:30
       • HH:MM:SS—Hours, Minutes and Seconds 09:30:45
       • HH:MM:SS.mm—Hours, Minutes, Seconds and milliseconds 09:30:45.002
     • IP Address—The response must be in the form of an IP address. (String)
     • Dollar Amount—This validation works differently depending on the Type used. If used with the String Type, you can have a dollar sign ($) along with the money amount in the text field. When used with the Numeric Type, you are not allowed to have a dollar sign ($) in the text field. The following are examples of each type with validation:
       • String—$3.00
       • Numeric—3.00
       • String
       • Numeric
     • Canadian Social Insurance Number—The response must consist of 9 digits in this pattern (nnn nnn nnn). (String)
   • Min Value—If desired, enter the minimum value you want to allow. The Min Value only appears when the following Validation methods are used: Numeric Only, Date Only and U.S. Zip Code. The following is an example of a Date Only Min Value: 01/01/1900.
   • Max Value—If desired, enter the maximum value you want to allow. The Max Value only appears when the following Validation methods are used: Numeric Only, Date Only and U.S. Zip Code. The following is an example of a Date Only Max Value: 01/01/1987.
   • Message—A message that appears when information entered in a user property violates the validation criteria. For example, if the validation is U.S. Zip Code, you might use the following message: Please enter a valid zip code
   Features field

   Features Field

   This field is automatically included on the User or Member profile Custom Tab to let the profile owner edit events on a Web calendar. When this is checked, it cannot be unchecked. For more information about Web Calendar, see Adding System Calendar Events.

   Private Profile field

   Private Profile Field

   This field is automatically included on the User or Member profile Custom tab. It lets the profile owner determine which other users can see the owner's community activities. For example, Using the ActivityStream Widget on a PageBuilder Page explains how this setting affects other users' ability to see your activities.

   The Private Profile field value also determines if a user's profile is visible on a forum. See Also: Managing a Discussion Board on Your Website

   When a Micro-message server control is placed on a page in TimeLine mode, micro-messages only appear for users whose Private Profile setting is set to Public. See Also: Server Control Reference

   Time Zone field

   Time Zone Field

   The Time Zone property field is a special field used by the Web Calendar feature.

   

   Select the time zone of the User or Member here. When they are logged in, appointment times will show in this time zone. For more information, See Also: Adding System Calendar Events.

5. Click Save. The new property appears on the View Custom User Properties screen.

Editing Custom User Properties

Click a custom user property’s title to display the Edit Custom Property Screen. From this screen, you can edit and delete a custom property or create a version of the custom property in a non-English language. When you edit a custom user property, the changes are applied to all users and membership users when the Save button is clicked. These changes are also applied to any other language versions of the custom user properties that exist.

1. In the Workarea, click Settings > Configuration > Custom Properties.
2. From the Object Type pulldown, select User.
3. Click the Title of the Custom User Property you want to edit.
4. Choose the field you want to change. You can edit the following fields:
   • Label
   • Input Type
   • Validation
   • Min Value
   • Max Value
   • Message
5. Click Save.
6. When you click a user or membership user, you see your changes. For descriptions of these fields, see Creating Custom User Properties.

NOTE: You cannot edit the Type field. If you need to change the type, you must delete the custom user property and create a new one.

WARNING! If you delete a custom user property, it is removed from all users and membership users. Any information that has been collected about users and membership users for that property will be lost. In addition, any language versions of the custom user property are deleted.

Deleting a Custom User Property

If you delete a custom user property, it is removed from all users and membership users. Any information that has been collected about users and membership users for that property will be lost. In addition, any language versions of the custom user property are deleted.

1. In the Workarea, click Settings > Configuration > Custom Properties.
2. From the Object Type pulldown, select User.
3. Click the Title of the custom user property you want to delete.
4. Click Delete ().
5. A dialog box appears asking if you are sure you would like to delete the item.
6. Click OK. The View Custom User Properties screen appears, and the property is no longer available.

Setting the Order of Custom User Properties

1. In the Workarea, click Settings > Configuration > Custom Properties.
2. From the Object Type pulldown, select User.
3. Click Reorder (). The Reorder User Custom Properties screen appears.
   —Image—

   

4. Click a property.
5. Click the Up or Down arrows to move the property up or down the list.
6. Click Save.
7. On the View Custom User Properties screen, you now see the properties in the new order. If you go to the User or Membership User Properties screen, the order of the properties there reflects the changes.
   —Image—

   

   

Creating a Non-English Custom User Property

Like content, custom user properties have a language attribute. This is useful if you have users or membership users that only use a specific language. It can also be used if you want a custom user property to appear in the language in which the user is signed in.

Unless a language other than English is defined for a custom user property, the property defaults to the English version. For example, if you have 2 properties called Birthday and Phone Number in English and you can translate the French version of Birthday to Anniversaire, when you view the properties in French, you see the English version of Phone Number and the French version of Birthday.

When creating a custom user property, it must be created in English then translated to the desired language. This is done by editing the property, changing languages, filling out the Translate Custom Property Label screen and saving the property.

WARNING! All custom user properties in languages other than English are tied to the English version of the property. If you delete the English version of the property, all other language versions of the properties are deleted also. However, you can remove a non-English language version of the custom properties without deleting the English version. See Removing a Non-English Custom User Property Title

To translate the Title/Label of a property into French.

1. In the Workarea, click Settings > Configuration > Custom Properties.
2. From the Object Type pulldown, select User.
3. Choose a custom property to be defined in another language.
4. Choose a language from the language select drop-down box. The Translate Custom Property Label screen appears.
   —Image—

   

5. Enter a Label for the property in the language you have chosen. For example, if you are creating a French version of a Birthday custom user property, you would enter Anniversaire in the label text field. For information on the Label property, see Adding a Custom User Property
6. Click Save.

Removing a Non-English Custom User Property Title

Removing a non-English version of a custom user property title does not remove the English version of the property. When you remove the non-English version of a property, you are basically removing the label for that specific language in the custom property.

1. In the Workarea, click Settings > Configuration > Custom Properties.
2. From the Object Type pulldown, select User.
3. Choose the language in which the custom user property appears from the Language drop-down box.
   —Image—

   

4. Click the Title you want to delete. The Translate User Custom Property Label screen appears.
   —Image—

   

5. Click Delete (). A dialog box appears asking if you would like to remove the translated custom property title.
6. Click OK. The English version of the Edit Custom Property screen appears.
7. Click Back ().

WARNING! Do not click the delete button on the Edit Custom Property screen. This action deletes the English version of the custom user property. If you click the delete button, you lose all information collected by the property and all language versions of the property.

Using the Roles Screens

Use the Roles screens to assign limited administrator privileges. To access the Roles screens, go to Workarea > Settings > Roles > Built-In > Folder Specific or System-Wide.

NOTE: In the Roles screens, you can select users or groups. However, you cannot select the Administrators group, because that group already has full permissions.

To view all roles assigned to any user, go to Workarea > Settings > Users. Then, select a user and click the Roles tab.

Creating a Custom Permissions Role

The custom permissions role lets your Web developer create a site page, and then extend or restrict access to that page’s content (or areas with a page) to users assigned to a custom role.

Items you could show and hide could be as simple as a content block. But they could be more complicated, such as displaying buttons and fields for one user group, and something completely different for another.

Custom roles have no effect inside the workarea.

Administrator Role Privileges

Administrator privileges include access to the screens that appear when you select Settings > Configuration.

Administrators can also

• edit folder properties (including Web alerts, metadata, permissions, and the approval chain)
• manage aliasing features, such as turn aliasing on or off, activate and deactivate manual aliases, and create automatic aliases
• manually alias content
• add, edit, or delete a calendar
• add, edit, or delete a business rule
• create, view, edit, and delete metadata definitions
• create, view, edit, and delete taxonomies
• create, redirect, and delete tasks
• require a collectionA list of Ektron content links for display on a Web page. to go through an approval process
• export content for translation to another language using XLIFF
• run an eSync
• access the eCommerce Module