Managing CMS Users
My Details
This section allows you to view and edit your own CMS user details
From the CMS select Administration > My Details
View or edit the values in fields as desired before clicking save
Note: To change your password you must enter the new password into both fields and have the Update Password box checked. All passwords must be at least 8 characters and contain 1 number
Click Save when complete
Manage Users
This section (Administration > Manage Users > Add new user) allows you to view, add, edit and delete CMS user accounts.
This is where you will create additional users with access so they can perform tasks such as uploading documents and images under their own account.
Actions in the CMS are logged against user accounts so create a user account for every user who may make changes to the website.
Add a User
The Add New User function allows you to create new user accounts for access to the CMS.
Click Add New User
Enter the required data for the new user account before clicking save.
If successful you will get a User successfully created confirmation
Click Manage Users to return to the list of users
Edit a User
The View/Edit function (found against every user in the Actions column)
Find the user you wish to view or edit and click View
Edit the details of the user as desired
Click Save when complete
Delete a User
The Delete function (found against every user in the Actions column) allows you to remove a user from the CMS
Find the user you wish to remove and select Delete
Select OK to delete the user
The user will no longer show under Manage Users
Manage User Roles
This section (Administration > Roles) allows you to create roles that can be assigned to users, restricting their access to parts of the CMS.
Note: The Administrator role cannot be edited or deleted. All users are initially assigned this role which allows access to all CMS functions.
Add New Role
To add a new role click on Add New Role
Enter a name for the new role in the Name field
Enter a description for the role in the Description field
Select Yes in the dropdown menu(s) for every function (View/Add/Delete/Edit) you wish that role to have access to
Click Save when configuration is complete
Assign a Role to a User
Roles can be assigned using the View/Edit function in Manage Users
Select the Role you wish to assign to the User and click Save
Edit a Role
The View/Edit function allows you view or edit the existing roles you have created.
Click on View/Edit next to the role you wish to edit
Select Yes/No against any drop-down menu you wish to change and/or change the Name/Description field
Click Save when configuration is complete
Note: If the role you are editing is already assigned to users, the changes will be applied next time the user logs in
Delete a Role
The Delete function allows you to remove an existing custom role.
Click Delete next to the role you wish to delete
On the confirmation dialog choose OK or Cancel to abort the operation
Note: If the role you deleted was assigned to users, those users will have no role assigned meaning they can't access any of the CMS functionality until a new role is assigned
Update Company Information
This section (Administration > Company Information) allows you to edit your company information, most importantly.
Edit the email address that will receive all website Contact Forms and Customer Registration emails
Click Save when done.
Note: The email address that will receive Order Confirmations can be edited from Ecommerce > Ecommerce Settings