Managing Users

IMPORTANT: If you are using Active Directory to add a new user, see Active Directory. If you are using LDAP, see Adding User Information from an LDAP Server to Ektron.

Creating a new user

Creating a New User

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

Go to Workarea > Settings > Users.
Click Add User. The Add a New User to the System screen appears.
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 Web site. 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: Managing Passwords.
- 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 Web site.
- 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: Sending Instant email
- 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 Restricting Login Attempts.
- Content and Forum Editor—Determines which editor will be used when this user
  - replies to a Discussion Board. See Also: Using Discussion Boards on Your Web Site
  - edits content from the Ektron Workarea or after signing into your Web site if the user is operating a Windows computer and the system administrator has set UserPreferred as the value of the web.config file’s ek_EditControlWin key.
  Your choices are eWebEditPro and eWebEdit400. See Also: Using the Ektron Editor.
- Avatar—An image or icon to represent you in the Forum.
  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 Automatic email Notification. 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 Custom User Properties
If email notification is turned off in the setup page, you are notified when editing, adding, or viewing a user.
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.
Continue this process until you add all Web site 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

Viewing a User

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

Access the user folder as described in Accessing the Users and User Groups Folders.
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

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.

Access the view user screen of the user you want to edit, as described in Viewing a User.
Click the Username of the user you want to edit. The View User Information screen appears.
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 Restricting Login Attempts.
- 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: Tags.
- 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 Workarea Tab.
- 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 Modifying Setup Information.
- 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 inside this check box. See Also: Personalizing 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 the 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, you would place a check mark in the box for Blog Post in the email column. See Also: Notifications
- Community Groups Sub—This tab sets preferences for all community groups. Select notifications you want to receive when a member of a community group performs an activity relating to the group, the agent that transmits the notification. For example, you want to receive email notifications when a co-member of a community group posts a blog message to group’s blog. To enable this, place a check mark in the box for Group Blog Post in the email column. See Also: Notifications
  
  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 Web site. For example, if you want to publish notifications when you post a blog message to your blog, place a check mark in the box for Blog Post in the Publish column. See Also: Notifications.
- Profile Links—Displays the user's alias if community aliasing is set for users. See Also: Community URL Aliasing
- Roles—This tab shows the roles assigned to this user. See Also: Defining Roles
Make the necessary changes to the user information.
Click Update.

Deleting a user

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.

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

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.

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