Guidance notes
Here are some written instructions on adding users to the CMS or if you prefer, there is a video guide at the bottom of this page. There are also additional videos on managing users and creating page editors on our video guide page.
You can expand the screenshots by clicking on them. Tips are given in italics.
These notes assume you are already logged into the CMS.
To add a new user to the CMS, you need to go into the Dashboard menu in the top right corner of your screen.
- Click the 'Members' button to begin.
- Click 'Add user'.
- From here, you can input the new user's basic details: their username, password, e-mail address and preferred language
- Their username can be set as Firstname.Lastname
Set their password to a strong password, you can use a password generator such as Norton. When the user first logs into the CMS, ask them to click 'Forgot password' on the log in screen. They will then receive an email to reset their password, if the email does not appear within the users inbox within a couple of minutes ask them to check their 'junk' folder This ensures that passwords remain personal.
- Once you have added the user's basic data, you can add their registration data (many clients choose to leave these blank)
- Then select which 'Group' the user will be in. Most users can be assigned as either Administrators (full rights) or Editors (which you can limit what they are able to do on the site). To set up your Editors group, use our guide on CMS User Management
If you do not assign the user to a group, they won't be able to edit the site.
- Once you have inputted all of the user's data, you can view and edit the user's profile.
- Here you can edit any of the data you have entered or change the Group they are in.
When you are in the user list menu, click on a username to be taken to that user's profile page where you can view/edit their information.