User access and roles
Prime directive: Assign rights to roles, not to individual users.
- Log in to Sitecore using the Desktop option.
- Click the Sitecore button at the bottom of the screen, and choose Security tools > User manager.
To grant a user access through setting roles
Need to know the user's username name to look up (fully qualified name).
Click edit (If you are not an administrator, you won't be able to edit.)
Member of shows the groups. Ignore the ones that say AD; care about the ones that say /sitecore/.
Add a user to a role
If you want to add a specific user, type in group name (5,000 total) Use the search box. Type in Content.
Double click the one you want to add,
Choose Approver, author or publisher. If you want all of them, then choose Administrator.
To remove a user
Remove access: click remove
You want to see what user belongs to the administrator role
Click on Security tools
Site manager
Search box: Content
Click on Members of (at the top of the page)
Even though someone is in the content administrator group, doesn't necessarily mean that you'll show up in the
content approver even though you have access as an approver
Don't remove sitecore\Content Publisher; it will break several things
Set up user's access to specific sections/pages (multiple step process)
Best practice: create a role for that. ie Wellness scheduler
Go to the role manager
Security tools, role manager
Click on New
A dialogue box comes up
Domain is sitecore
Role name: Content Wellness
Click on Members to add members to the role
Click add on the dialogue box
Account Type choose Users (radio button)
in Search box type in the username
Select the user
Click add.
Black magic:
Click the item you want them to have access to
Click the security button
Click the assign button
The dialogue box says, security settings
Find the role, click it and click ok.
- Read gives the user access to read.
- Write allows user to change content.
- Rename allows user to move and rename content.
- Create allows to create new items.
- Delete allows user to delete items.
- Administrator allows user to change the security of the item.
- The check mark for descendents allows user the same access to all the subitems.
Don't use the big red x. Keep it simple.
Click OK.
How to check on rights
Either click Assign button or details (but stay in one area).
Safer to stay in Assign button.
