Roles
We use the following Drupal roles to manage access levels for different users in the Content Management System (CMS).
Administrator
- has full access to do anything on the site
- usually responsible for site maintenance and technical improvements
Site admin
- sets up users
- assigns roles
- reset passwords
- approve, archive, review or restore content
- create new content drafts for approval or request archiving
- add/delete media - including documents, images, videos and audio
- create/delete topic tags
- create vanity URLs
- create redirects
- update branch landing page
Approver
- preview the website within draft mode, without needing to login
Editor
- create new content drafts for approval or request archiving
- add/delete media - including documents, images, videos and audio
- create short URLs
- update branch landing page
How to manage users
Add a new user
If have Site Admin or Administrator access, you’ll be able to add new users or update permissions for existing users.
1. Select the People tab on the Drupal administration ribbon
2. Click + Add user
3. Here you will be able to add information about the new user, including:
- Email address
- Username (which should be firstname.lastname)
- Password
- Status of the user (Blocked or Active)
- You can also select the option to Notify user of new account - if preferred
Once the user has been created, you need to assign permissions to the user. The most common permission is Editor.
4. Select the People tab and Search for your user.
5. Check the box beside the Username and apply an action. Actions allow you to assign Editor or Site Adminto the user.
Once your user has been added, email the login URL for the site so they can test their account has been successfully created.
Update an existing user
1. Select the People tab on the Drupal administration ribbon.
2. Find the user within the listing and select Edit.
3. Here you will be able to update details (like Email, Password, Permissions, etc.) for your user.
Reviewed 17 August 2020