The following video shows how to create users with the Streaming module.
*This video overview may include some out-of-date images. We appreciate your patience as we update these videos.
Once you've logged in, see the below steps to add and new Members or make adjustments to Member profiles.
Quickstart
- Navigate to People> Members.
- Click the member you would like to edit.
- From the circles at the top of the screen, click #2- "Permissions."
- Add the permissions you would like the new member to have on your site. Set the login details.
- Click Save.
**Please note: You will not be able to send the user their login information until you save their permissions. Once you've done that, you will see a "Send Login" button that will allow you to send the user their credentials.
Set Member Permissions
With Member permissions, you can provide your team members with customized levels of access to your content.
Some quick definitions:
- Frontend: the live website, where you manage the content using the CMS.
- Backend: is the Amplify content management system (CMS).
There are three checkboxes within the Set Login Details section.
1. Allow login to site
- This controls whether the user can log in to the frontend site, leave comments, RSVP, or make purchases.
- If a user creates their own account via the front end site, this will automatically be checked and they will be able to log in. New users created in the backend will not be able to log in by default.
- Users who have the ability to log into the backend will always have the ability to log into the frontend.
2. Allow login to the Backend
Important! To access the Streaming Module Backend (whether a adding a new Streaming administrator or other permissioned user), you must first add the individual through the Ampilfy Manage Users Screen.
- This controls whether the user can log in to the backend.
- If the user is able to log in based on rights at other sites, this will control whether they can switch to the current site when logged in. Checking this will automatically allow users to log into the frontend site.
3. User is a Site Administrator
- A Site Administrator has full access to the frontend and backend. No "Rules" will affect a Administrative User.
- When adding a Site Admin, check all three of the "Login Details" boxes.
Note: A site administrator will have access to all modules visible to the site, regardless of rules configured.
Member Rules
Manage Rule Templates
Site admins can create a series of rule templates, which they can then have available to apply to other users when setting up their rules. To create a rule template, click the “Manage rule templates” link to slide out the rule template manager. When you have the current set of rules set the way you desire, give the template a name, and click save. This template will now be available when you are editing other users.
Editing Rules
Editing rules follows the basic pattern of MODULE / GROUP / PERMISSION:
- Module: Select the module the rule should apply to. You can also select “ALL MODULES” to create a rule that applies to all modules across the system.
- Group: Select the group this user can create content for. You can also select “ALL GROUPS” to create a rule that allows the user to create content for any group. Note that there is a special “Site Group” which is a part of all sites. This is any piece of content’s “default group”. The site group would be the place to publish content that you are comfortable with any web visitor seeing, and which isn’t particular to any group. All content not otherwise published to a group is published to the site group.
- Permission: Select the sort of permission this user should have. Read means that the user can see that module in the backend, and can view content, but cannot create or edit content. Write means that the user has full permission to create, edit, publish and delete content. None can be used to deny a permission implicit in another rule.
Profile
If your site utilizes the Members Module or Social Networking, information completed for this tab will be displayed on your site.
Groups
Shows you what groups that you are part of. All users are associated with "Site Group" by default. You can add or remove yourself from groups from this interface.
Removing Members
When deleting a member, the member must first be demoted from Site Administrator status.
To view which members can login to your website (does not include those members who can login to the CMS):
Login to Amplify CMS.
In the blue top navigation bar click PEOPLE
Click on filters and under Access filter click by client sites only
This displays a list of members who have access to login to your website but do not have access to login to the CMS.
To add or remove a members ability to login to your site:
Click on the member's name and then click on the key icon next to that member's name
Un-click or click the appropriate radio buttons allowing access to the member.
Click save.
*If you would like to remove login permissions from those members who have 'client site only' logins you can contact our support team.
Exporting a list of members:
Click the export tab at the top left of the member module.
Check your downloads for your CSV file of the list of members and all of their information.
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