diff --git a/docs/assets/users_people.png b/docs/assets/users_people.png new file mode 100644 index 000000000..6113b8a57 Binary files /dev/null and b/docs/assets/users_people.png differ diff --git a/docs/assets/users_people_roles.png b/docs/assets/users_people_roles.png new file mode 100644 index 000000000..2d6bde2d4 Binary files /dev/null and b/docs/assets/users_people_roles.png differ diff --git a/docs/assets/users_permissions.png b/docs/assets/users_permissions.png new file mode 100644 index 000000000..7706b6bea Binary files /dev/null and b/docs/assets/users_permissions.png differ diff --git a/docs/user-documentation/users.md b/docs/user-documentation/users.md new file mode 100644 index 000000000..d904d40b8 --- /dev/null +++ b/docs/user-documentation/users.md @@ -0,0 +1,46 @@ +# Managing Users + +## How to Add a User +1. Log in to Drupal. You will need the Administrator role to Manage Users. +1. Click the **Manage** tab from the top toolbar. +1. Select the **People** tab from the resulting menu to bring up the *People* page. +![Alt text](../assets/users_people.png "People page") +1. Click the blue **Add user** button to bring up the *Add user* page. +1. Enter all required fields, as indicated by red asterisks, in the *Add user* page. +1. In the *Roles* section, click on the roles that the new user will need. + - Click on "Administrator" if the new user will need to be able to run administrative tasks in Drupal or Islandora 8. + - Click on "fedoraAdmin" if the new user will need to be able to write to Fedora. This is required by the WebAC authentication so Islandora 8 and Fedora can communicate. +1. Review other settings available for a new user such as: + - Site language + - *English* selected by default. + - Contact Settings section + - *Personal contact form* selected by default. +1. Click on the **Create New Account** button at the bottom of the *Add user* page to finish adding a new user. + +To review/edit the permission for each role, in the *People* page click the **Permissions** tab in the set of tabs above the **Add user** button. + +## How to Create a New User Role +1. Log in to Drupal. You will need the Administrator role to edit or add roles. +1. Click the **Manage** tab from the top toolbar. +1. Select the **People** tab from the resulting menu. +1. Click the **Roles** tab in the set of tabs above the **Add user** button. +1. Click the blue **Add role** button to bring up the *Add role* page. +![Alt text](../assets/users_people_roles.png "Roles page") +1. Name the role in a way that it can be disambiguated from related activities or similar groups. + * For example: use the course code for a particular class of students working on a particular collection. +1. Click the blue **Save** button. + +## How to Edit Role Permissions +1. Log in to Drupal. You will need the Administrator role to edit permissions. +1. Click the **Manage** tab from the top toolbar. +1. Select the **People** tab from the resulting menu. +1. Click the **Roles** tab in the set of tabs above the **Add user** button. +![Alt text](../assets/users_people_roles.png "Roles page") +1. To edit the permissions for a role click the **Edit** dropdown menu to the right of a role and select **Edit Permissions** to bring up the *Edit role* page. +1. Scroll down or search for options that have an *Islandora* prefix or contain the word *Islandora*. For example, *Islandora Access: Create terms*. +![Alt text](../assets/users_permissions.png "Permissions page") + +## Further Reading on Managing Users in Drupal + +For more information on managing users in Drupal visit the section +[Managing User Accounts](https://www.drupal.org/docs/user_guide/en/user-chapter.html) of Drupal.org. diff --git a/mkdocs.yml b/mkdocs.yml index a8c15c6f9..58db2b9c3 100644 --- a/mkdocs.yml +++ b/mkdocs.yml @@ -33,6 +33,7 @@ nav: - 'Datastreams are Media': 'user-documentation/datastreams.md' - 'Derivatives': 'user-documentation/derivatives.md' - 'Organizing your Collections': 'user-documentation/collections.md' + - 'Managing Users': 'user-documentation/users.md' - 'Access Control': 'user-documentation/access-control.md' - 'Objects in Fedora/RDF': 'user-documentation/fedora-rdf.md' - 'Solr': 'user-documentation/solr.md'