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        <title>Web-Site-Scripts.com - Users and Groups</title>
        <link>https://www.web-site-scripts.com/knowledge-base/category/37</link>
        <description><![CDATA[Root / KnowledgeBase Manager Pro / Usage Manual / Users and Groups]]></description>
        <language>en-us</language>
        <generator>KnowlageBase RSS Generator</generator>

         
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                        <title>Workflow scenario using a restricted category</title>
                                    <link>https://www.web-site-scripts.com/knowledge-base/article/AA-00767</link>
                                    <description><![CDATA[<p>By following the following steps you'll get a category, which is only accessible to Authors (users, who create new articles that require a review) and Reviewers (users, who approve/decline these articles). Reviewers will get an email notification for a new or updated article in this category. Users who are not Reviewers or Authors will not see new articles until they are approved by a Reviewer.</p><p>Create a restricted category (e.g. named "Articles For Review") and limit access to it for Reviewers and Authors only.</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00767/pending-review.png" title="" alt="" border="0" style="border-width: 0px;"><br></p><p>Create two groups: Authors and Reviewers on Users &amp; Groups &gt; Staff &gt; Staff Groups page. Uncheck the permission "Articles: Change Restrictions" in the Authors group. This will prevent them from changing article permissions, so new articles would always inherit permissions from the restricted "Articles For Review" category and thus wouldn't be exposed to others.</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00767/change-restrictions.PNG" alt="" title="" width="702" height="497" border="0" hspace="0" vspace="0" align="" style="margin: 0px; border-width: 0px;"><br></p><p>Subscribe reviewers to "Articles For Review" category on the Articles &gt; Subscribers &gt; Category Subscribers page.</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00767/subscribe-reviewer.png" title="" alt="" border="0" style="border-width: 0px;"><br></p><p>When Author creates a new article in "Articles For Review", subscribed Reviewers will get a notification email.</p><p>Reviewer can approve the article by moving it to the target public category (where article should be put to) or reject it by writing an email to the author.</p><p>If Author (or anyone else) updates the article, Reviewers also get a notification email.</p>]]></description>
                                    <pubDate>Wed, 11 Mar 2015 12:09:52 +0000</pubDate>
                                    <guid>https://www.web-site-scripts.com/knowledge-base/article/AA-00767</guid>
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                        <title>Displaying article access permissions in the list</title>
                                    <link>https://www.web-site-scripts.com/knowledge-base/article/AA-00765</link>
                                    <description><![CDATA[<p>You can make article access permissions displayed in the article list on the Articles &gt; Articles &amp; Categories page in the admin area. This helps to determine an article permissions without opening the article.</p><p>It may show:</p><p><ul><li><span style="line-height: 1.4em;">"Public" for a public article (i.e. visible to everyone),</span></li><li><span style="line-height: 1.4em;">"All Groups" for a restricted article, which every user group has access to</span></li><li><span style="line-height: 1.4em;">A group name or multiple group names, separated by commas. That would be group(s) that have access to a given article.</span></li></ul></p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00765/access-column-shown.png" title="" alt="" border="0" style="line-height: 1.4em; border-width: 0px;"></p><p><span style="line-height: 18.2000007629395px;">Here is how you can turn that column on.</span></p><p><span style="line-height: 18.2000007629395px;">Go to the Articles &gt; Articles &amp; Categories page and click on the button shown below:</span></p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00765/list-preferences.png" title="" alt="" border="0" style="border-width: 0px;"><br></p><p>That will open the article list settings. Tick the checkbox next to "Access" and click "Save &amp; Close" to save the change.</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00765/access-column.png" title="" alt="" border="0" style="border-width: 0px;"><br></p><p>Now you can see article permissions right in the list.</p>]]></description>
                                    <pubDate>Tue, 14 Oct 2014 13:33:00 +0000</pubDate>
                                    <guid>https://www.web-site-scripts.com/knowledge-base/article/AA-00765</guid>
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                        <title>User Registration Workflow</title>
                                    <link>https://www.web-site-scripts.com/knowledge-base/article/AA-00747</link>
                                    <description><![CDATA[<p></p><p>This article explains the process of user registration KMP. You can enable registration by checking the "Allow Registration" option on the Customization &gt; Styling and Front-end Settings &gt; Access page.</p><p>We specify the template name for each email in parentheses. If you're planning to edit the email templates of those messages, you can find needed template by its name. You can edit them on the Administration &gt; Interface Languages page. Simply click "Edit" against the current language and click on the "Notifications" tab then. You will find all email templates there.</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00747/email-templates.png" style="border-width: 0px;" title="" alt="" border="0"><br></p><p>Please note that each template consists of two parts: one for the subject and one for the body. E.g. "Email confirmation" template has two entries in the Interface Languages:</p><p></p><ul><li><span style="line-height: 1.4em;">Email confirmation (subject)</span></li><li><span style="line-height: 1.4em;">Email confirmation (body)</span></li></ul><p></p><p>Keep this in mind when you'll be editing the templates.</p><p>The registration workflow is different when the "Moderation Required" option is enabled or disabled.</p><h2>If the "Moderation Required" option is disabled</h2><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00747/moderation-disabled.png" style="border-width: 0px;" title="" alt="" border="0"><br></p><p></p><ol><li><span style="line-height: 1.4em;">User submits the registration form.</span></li><li><span style="line-height: 1.4em;">User gets an email with the link for confirmation of their email address ("Email confirmation" template).</span></li><li><span style="line-height: 1.4em;">User gets an email saying that their account has been created ("Successful registration" template).</span></li><li><span style="line-height: 1.4em;">Staff get a notification that the user has been registered ("New user has been registered" template).</span></li></ol><p></p><h2>If the "Moderation Required" option is enabled</h2><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00747/moderation-enabled.png" style="border-width: 0px;" title="" alt="" border="0"><br></p><p></p><ol><li><span style="line-height: 1.4em;">User submits the registration form.</span></li><li><span style="line-height: 1.4em;">User gets an email with the link for confirmation of their email address ("Email confirmation" template).</span></li><li><span style="line-height: 1.4em;">User gets an email saying that they need to wait their account approval by Staff ("Wait for activation" template).</span></li><li><span style="line-height: 1.4em;">Staff get an email saying that the user account needs approval ("User approval" template).</span></li><li><span style="line-height: 1.4em;">User gets an email saying that their account has been approved by Staff ("Account approved" template).</span></li></ol><p></p><div><br></div><p></p>]]></description>
                                    <pubDate>Mon, 11 Feb 2013 15:14:28 +0000</pubDate>
                                    <guid>https://www.web-site-scripts.com/knowledge-base/article/AA-00747</guid>
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                        <title>Editing a user</title>
                                    <link>https://www.web-site-scripts.com/knowledge-base/article/AA-00744</link>
                                    <description><![CDATA[<p>To edit details of a user, you need to locate the user first.</p><p>Go to the Users &amp; Groups &gt; All Users page.</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00744/all-users.png" style="border-width: 0px;" title="" alt="" border="0"><br></p><p></p><div class="info">
<div class="infoHeader">User Lists</div>
<div class="infoContent">
<p>
There are other pages that list Client or Staff users, or users that aren't approved or not assigned to any group specifically. However if you're not sure of the user type and status, we would recommend you to start from the All Users page.
</p>
</div>
</div>
<p>Locate the user and click the "Edit" button against him to edit his account.</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00744/edit-user.png" style="border-width: 0px;" title="" alt="" border="0"><br></p><p>Edit the desired fields and click "Save &amp; Close" to save changes.</p><p></p>]]></description>
                                    <pubDate>Thu, 06 Dec 2012 16:08:03 +0000</pubDate>
                                    <guid>https://www.web-site-scripts.com/knowledge-base/article/AA-00744</guid>
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                        <title>Creating a User</title>
                                    <link>https://www.web-site-scripts.com/knowledge-base/article/AA-00743</link>
                                    <description><![CDATA[<p>To create a user, go to <i>Users &amp; Groups &gt; Staff &gt; Add Staff User</i> if you wish to create a Staff user or <i>Users &amp; Groups &gt; Clients &gt; Add Client User </i>if you wish to create a Client user. You will see this "Add User" creation dialogue:</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00743/add-user.png" title="" alt="" border="0" style="border-width: 0px;"></p><p>There are several fields that you must fill in order to create a user. They are marked with&nbsp;<font color="#ff0000">*</font></p><p>Fill those fields first.</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00743/add-user-2.png" style="border-width: 0px;" title="" alt="" border="0"><br></p><p>Then click the "Save" button.</p><p></p><div class="info">
<div class="infoHeader">Note</div>
<div class="infoContent">
<p>
Please, save the user details first, before assigning them to a group. The "Member of" tab is deactivated before you save the user details.</p>
</div>
</div>
<p>You can now change additional user details on the "Profile" tab and his language, date and time format on the "Preference" tab.</p><p>Then go to the "Member of" tab to assign the user to a group.</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00743/assign.png" style="border-width: 0px;" title="" alt="" border="0"><br></p><p>If you need to create a group first (e.g. you do not have any groups yet), you can do that by clicking "Create a Group" button. User will be assigned to that group automatically when you finish creating it.</p><p>To assign user to an existing group, select the type - Staff or Client first</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00743/group-type.png" style="border-width: 0px;" title="" alt="" border="0"><br></p><p>Then select a group from the list on the right</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00743/groups.png" style="border-width: 0px;" title="" alt="" border="0"><br></p><p>If there are more than 24 groups of that type, you would need to type a part of a group name to search for a desired group.</p><p>Then click "Add". You will see that the user has been assigned to a group and can now login to the system.</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00743/group-assigned.png" style="border-width: 0px;" title="" alt="" border="0"><br></p><p>Now you can click the "Send Login Info" button. It will send an email to the user with their login details and a link to the knowledge base.</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00743/send-login-info.png" title="" alt="" border="0" style="border-width: 0px;"><br></p><p></p>]]></description>
                                    <pubDate>Wed, 21 Nov 2012 09:29:09 +0000</pubDate>
                                    <guid>https://www.web-site-scripts.com/knowledge-base/article/AA-00743</guid>
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                        <title>Default time zone, time format, date format, and language setting for new users</title>
                                    <link>https://www.web-site-scripts.com/knowledge-base/article/AA-00731</link>
                                    <description><![CDATA[<p><span style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 12px; line-height: 17px; ">Default time zone, time format, date format, and language settings can be defined for all new users at a single place.&nbsp;</span></p><p><span style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 12px; line-height: 17px; ">You can change these settings at the Administration &gt; General Settings &gt; User Preferences page:</span></p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00731/default-user-settings.png" alt="" title="" width="777" height="230" border="0" hspace="0" vspace="0" align="" style="border-width: 0px; ">
</p><p><span style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 12px; line-height: 17px; ">These settings apply to:</span></p><p></p><ul><li><font face="Verdana, Arial, Helvetica, sans-serif"><span style="font-size: 12px; line-height: 17px;">Users created by staff at the admin area</span></font></li><li><font face="Verdana, Arial, Helvetica, sans-serif"><span style="font-size: 12px; line-height: 17px;">Users imported from <a href="ARTICLE_URL#400##AA-00439#" target="">LDAP</a></span></font></li><li><font face="Verdana, Arial, Helvetica, sans-serif"><span style="font-size: 12px; line-height: 17px;">Users who complete registration by themselves</span></font></li><li><font face="Verdana, Arial, Helvetica, sans-serif"><span style="font-size: 12px; line-height: 17px;">Users automatically created via <a href="ARTICLE_URL#585##AA-00624#" target="">Single Sign On</a></span></font></li></ul><div><br></div><p></p>]]></description>
                                    <pubDate>Mon, 20 Aug 2012 16:29:42 +0000</pubDate>
                                    <guid>https://www.web-site-scripts.com/knowledge-base/article/AA-00731</guid>
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                        <title>How to Display User Login Stats</title>
                                    <link>https://www.web-site-scripts.com/knowledge-base/article/AA-00725</link>
                                    <description><![CDATA[<p><span style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 12px; line-height: 17px; ">You can check if a user has ever logged in to the knowledge base and when this happened the last time.</span>
</p><p><span style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 12px; line-height: 17px; ">You can view this by going to the Users &amp; Groups &gt; All Users</span></p><p><span style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 12px; line-height: 17px; "><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00725/login-stats.png" alt="" title="" width="584" height="208" border="0" hspace="0" vspace="0" align="" style="margin: 0px; border-width: 0px; "><br></span></p><p><span style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 12px; line-height: 17px; ">If you do not see the "Successful Logins" and "Last Login Date" columns, you can enabled them at the grid settings:</span></p><p><span style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 12px; line-height: 17px; "><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00725/grid-settings-button.png" alt="" title="" width="340" height="156" border="0" hspace="0" vspace="0" align="" style="margin: 0px; border-width: 0px; "><br></span></p><p><span style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 12px; line-height: 17px; ">When you click on that button the grid settings window appears:</span></p><p><span style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 12px; line-height: 17px; "><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00725/grid-settings.png" alt="" title="" width="396" height="332" border="0" hspace="0" vspace="0" align="" style="margin: 0px; border-width: 0px; "><br></span></p><p><span style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 12px; line-height: 17px; ">Mark checkboxes against&nbsp;</span><span style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 12px; line-height: 17px; ">"Successful Logins" and "Last Login Date" options and click "Save &amp; Close". You will see those columns in the users list.</span></p>]]></description>
                                    <pubDate>Tue, 24 Jul 2012 15:18:14 +0000</pubDate>
                                    <guid>https://www.web-site-scripts.com/knowledge-base/article/AA-00725</guid>
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                        <title>Deny any public access to the knowledge base (force users to log in)</title>
                                    <link>https://www.web-site-scripts.com/knowledge-base/article/AA-00619</link>
                                    <description><![CDATA[<p>If you want to not allow any public (anonymous) &nbsp;access to the knowledge base, go to Customization &gt; Styling and Front-end Settings &gt; Access and set "Access Mode" to "Authorization Required":</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00619/access-mode.png" style="border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; " title="" alt="" border="0"><br></p><p>Please note that registered users (both Staff and Clients) will still be able visit allowed pages after login.</p>]]></description>
                                    <pubDate>Mon, 10 Jan 2011 11:02:58 +0000</pubDate>
                                    <guid>https://www.web-site-scripts.com/knowledge-base/article/AA-00619</guid>
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                        <title>Make articles available for anonymous users</title>
                                    <link>https://www.web-site-scripts.com/knowledge-base/article/AA-00576</link>
                                    <description><![CDATA[<p>Article is available for anonymous users and all Client users if:</p><p></p><ul><li><span style="line-height: 16px;">its Access restrictions are set to "Public"<br><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00576/access-restrictions.png" style="border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; " title="" alt="" border="0"><br></span></li><li><span style="line-height: 16px;">it is published<br><br><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00576/published.png" style="border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; " title="" alt="" border="0"><br></span></li></ul><div><br></div><div><p>To make the whole knowledge base or selected categories and their contents visible to everyone, follow these steps:</p><p></p><ol><li><a href="ARTICLE_URL#535##AA-00574#" target="">Apply a group action on categories to change permissions</a>. You need to apply new permissions to all objects and set "Public" access restrictions, like shown on the screenshot:<br><br><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00576/categories-full-permissions.png" alt="" title="" width="572" height="370" border="0" hspace="0" vspace="0" align="" style="margin-right: 0px; margin-left: 0px; margin-bottom: 0px; margin-top: 0px; border-top-width: 0px; border-right-width: 0px; border-bottom-width: 0px; border-left-width: 0px; "><br></li><li>Use <a href="ARTICLE_URL#534##AA-00573#" target="">article group actions</a> to set "Published" status for all articles within selected categories.<br></li></ol><p></p></div><p></p>]]></description>
                                    <pubDate>Thu, 18 Nov 2010 15:11:52 +0000</pubDate>
                                    <guid>https://www.web-site-scripts.com/knowledge-base/article/AA-00576</guid>
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                        <title>Group actions on categories</title>
                                    <link>https://www.web-site-scripts.com/knowledge-base/article/AA-00574</link>
                                    <description><![CDATA[<p>It is possible to change permissions of several categories and their child categories and articles at a time. To do this:</p><p>Go to Articles &gt; Articles &amp; Categories.</p><p>Select desired categories by marking checkboxes next to them. If you would like to select all categories, click on the checkbox next to the root node - "Knowledgebase".</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00574/marked-categories.png" style="border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; " title="" alt="" border="0"><br></p><p>Then click the "Edit" button.</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00574/edit.png" style="border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; " title="" alt="" border="0"><br></p><p>You will see a new window where you can select what objects need new permissions and what new permissions would be.</p><p><img src="http://www.web-site-scripts.com/knowledge-base/admin/media_store/2/AA-00574/group-cat-edit.png" style="border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; " title="" alt="" border="0"></p><p>You can read about the difference between "add groups" and "replace groups" <a href="ARTICLE_URL#402##AA-00441#" target="">here</a>.</p>]]></description>
                                    <pubDate>Wed, 17 Nov 2010 19:37:23 +0000</pubDate>
                                    <guid>https://www.web-site-scripts.com/knowledge-base/article/AA-00574</guid>
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