Adding a User Account

When you create a user, the create screen will appear. This screen allows you to add a new user account on your system.

An example of the create screen, the Create new Backend User screen, is shown in the figure below.

The Create new Backend User screen

Please note that the fields available on the create screen are the same for a System Administrator, Backend User and User.

Enter the following details for the user account.

• Username: enter a user name for this user. It needs to be a unique user name for the system. For example, if you already have a user with the username jsmith you cannot create another user account with this user name. There is no limit on the number of characters or what type of characters that you can use within the user name. This field is required when creating a user account.
• Password: enter a password for this user. You will need to follow any password rules that have been specified within the system. These rules appear under the Password field. For example, in the figure above, the password rule that is being used is that it must be at least 6 characters long. These rules can be changed on the Password Rules Configuration screen within the System Configuration section of Squiz Matrix. For more information on this screen, refer to the Password Rules Configuration chapter in the System Configuration manual. Enter the password into the first field. Confirm the password by entering it into the second field. These fields are required when creating a user account.
• First Name: enter the first name of the user. This field is optional when creating a user account.
• Last Name: enter the last name of the user. This field is optional when creating a user account.
• Email: enter the email address of this user. This field is optional, however, if you enter their email address any message they receive in their Squiz Matrix Inbox will also be sent to this email address.

Once you have entered the required information, click Commit. Your user account will appear in the Asset Map on the left hand side of the screen. To activate the user account, change its Status to Live on the Details screen.

You can configure the set up of the user account on its associated asset screens. These screens are often the same or similar to those for a Standard Page and are described in the Asset Screens manual. In this chapter, we will describe the Details and Restrictions screens, which are different for an user account.

Please note that you must be a System Administrator to edit the Details and Restrictions screens.

Details Screen

The Details screen allows you to configure the user and password details for a user account.  For more information about the Status, Future Status and Thumbnail section of the Details screen, refer to the Details Screen chapter in the Asset Screens manual.

User Details

This section allows you to change the account details. The User Details section is shown in the figure below.

The User Details section of the Details screen for a Backend User

The fields available are as follows:

• Username: by default, the user name that was entered into the Username field when the user account was created will appear in this field. You can change the Username by clicking into this field and entering the new Username for the user account.
• Password: by default, the password will not appear in this field. To change the Password click within the first box and enter the new password. In the second box, confirm the new password by entering it again.

  Tip: If you do not want to change your Password, leave these fields blank.

  If there are any rules that you need to follow for the password they will be listed under the fields.
• First Name: by default, the first name that was entered into the First Name field when the user account was created will appear in this field. You can change the First Name by clicking into this field and entering the new First Name for the user account.
• Last Name: by default, the last name that was entered into the Last Name field when the user account was created will appear in this field. You can change the Last Name by clicking into this field and entering the new Last Name for the user account.
• Email: by default, the email address that was entered into the Email field when the user account was created will appear in this field. You can change the Email by clicking into this field and entering the new email address for the user account. If you enter an email address any message this user receives in their Squiz Matrix Inbox will also be sent to this email address.

Locks

This section allows you to view and release the locks that the user currently holds. The Show User Held Lock Details button will display the last one hundred locks that the user has held, as shown in the figure below.

The Locks section with user-held locks displayed

To release the locks held by a user, select Yes from the Release Held Locks list and click Commit. If you have not acquired the lock on the Details screen, a button is seen instead of a list in the Release Held Locks field, as shown in the figure below. You can release the locks by clicking the Release All Locks button without having to Acquire the Lock(s).

The Release All Locks button

Please note that if you release all of the locks and the user is currently working on an asset, they will lose the changes they have not committed, as they will no longer have the lock on that asset.

Restrictions Screen

The Restrictions screen on a user account allows you to add a condition to restrict which User Group this user is part of. The User Restrictions section of the Restrictions screen is shown in the figure below.

The User Restrictions section for a Backend User

Each blue heading that appears on the screen represents a User Group that the user account is currently part of. For example, in the figure above, this user is currently part of the Content Authors User Group. You can create a different set of conditions for each User Group that is listed on this screen. If this user is not part of a User Group, you cannot use the Restrictions screen.

To add a condition select the type of condition you want to use from the Add new condition list and click Commit. Additional fields will then appear on the screen allowing you to configure that condition. You can add as many conditions as you want.

The Admin Access Condition, Form Posted Condition, Keyword Regexp Condition, User Type Condition and Write Access Condition should only be used under very specific circumstances and hence are not described in this manual. The other conditions that are available are as follows:

• In User Group Condition: this condition specifies that the user account is only a member of the User Group if the user is in another User Group.
• Logged In Condition:this condition specifies that the user account is only a member of the User Group if the user is logged in or not logged in.
• Server Variable Condition: this condition specifies that the user account is only a member of the User Group if a specific user variable matches the pattern specified. An example for this condition would be that you can specify that the user is only part of the User Group if the browser they are using is Internet Explore. To do this, select The following server variable matches the specified pattern from the list provided, enter HTTP_USER_AGENT into the Server Variable field and enter MSIE into the Pattern field.
• Simple Edit Mode Condition: this condition specifies that the user account is only a member of the User Group if the user is using the Simple Edit Interface.
• User Agent Condition: this condition specifies that the user account is only a member of the User Group if they are using a specific browser. An example for this condition would be that you could specify that the user is only part of the User Group if the browser they are using is Internet Explorer. To do this, select The user agent string matches the pattern from the list provided and enter MSIE into the User Agent Pattern field.
• User Frequency Condition: this condition specifies that the user account is only a member of the User Group if the user has spent a certain amount of time or has visited the site a certain number of times.
• User IP Condition: this condition specifies that the user account is only a member of the User Group if the user has a particular IP range. To add a new IP address, enter the Network IP Address and Subnet Mask into the fields provided. Select either Grant or Deny in the Action list and click Commit. You can add as many IP addresses as you want to the list. You can also choose to Grant or Deny access to the user account if the IP address is outside one of the IP ranges specified in the list. If you have a long list of IP addresses that you need to add, you can create a CSV file and import it. The format of the CSV file should be a file without a header row. Each line in the file should contain six fields. The first four fields should be the octets of the Network IP Address, the fifth field is the Subnet Mask in CIDR format (for example, 255.255.255.0 would be represented by 24) and the sixth field is either one (1) for Grant or zero (0) for Deny.

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