Create and manage user accounts including passwords, contact information, and automatic signups. Users may be assigned one of four staff roles: Administrator, Moderator, Editor, or Contributor. Using these roles, Stacks accommodates the needs of more experienced staff, responsible for sensitive content and controlling integrations, as well as those of more junior or volunteer staff.


Administrator

This is the highest permission level available within Stacks. Administrators have access to all Dashboard tools. Their responsibilities may include managing user roles, integrations, analytics, site configuration, and the look and feel of the site. They have the ability to publish and unpublish all content, regardless of author. This role would typically be assigned to a manager or staff member in a similar position.


Moderator

Like an Administrator, a Moderator has permission to publish or unpublish any and all content, regardless of author. They are responsible for moderating and publishing any content produced by Editors and Contributors. Unlike an Administrator, their responsibilities focus on managing content specifically. They are not responsible for managing the integrations, users, or the look and feel of the site. Moderators would likely be experienced staff, trusted with managing content, programs and events, room bookings, directories, and filter vocabularies.


Editor

An Editor has permission to create any form of content, with the exception of Database Listings, Menus, Room Bookings, or Filter Vocabularies. They cannot, however, publish this content directly to the Stacks site. Instead, their created content must be approved by either a Moderator or Administrator (read more about Content Moderation). Though they may not publish content directly, they may edit existing content without requiring further moderation. An Editor role would likely be assigned to regular or part-time staff.


Contributor

A Contributor can create and edit their own content only. Any content they create must be moderated by a Moderator or Administrator, prior to its publication. A Contributor may only create: Events, News Articles, Pages, Research Guides, Reserves, Resource Flows, or Sliders. This role is ideal for volunteers or interns.

How To


Create a User Profile


  1. Click ADD USER

  2. Enter a username

    • This must be unique and must not contain any punctuation except for: periods, hyphens, apostrophes, and underscores

  1. Enter an e-mail address for the user

    • All e-mails from Stacks will be sent to this address

    • This address will not be made public, and will only be used if the user requests a new password or wishes to receive certain news or notifications by e-mail

  1. Enter and confirm the user’s password

    • To create a stronger password, ensure that it contains at least six characters, upper and lowercase letters, numbers, and/or punctuation

  1. Set the user’s status to ’Active’ or ’Blocked’

    • If the account is blocked, the user will not be able to access the site’s features

  2. Check the ’Notify user of new account’ checkbox if you would like to send the user an e-mail notification of the account’s creation

  1. Under ’Roles’, check the box(es) that are relevant to the user profile you are creating

    • There are four user roles/permission levels:

      • Administrator

      • Moderator

      • Editor

      • Contributor

      • user

  2. Click CREATE NEW ACCOUNT


Edit a User Profile

  1. Click edit to the right of the username

  1. Make any necessary changes to the user's profile

  2. Click SAVE to apply your edits


Cancel a User Profile

  1. Locate the user whose account you would like to cancel from the People list

  2. Click edit to the right of the username
  3. Click CANCEL ACCOUNT to completely remove this user record