How to Add New Users (staff members) to Your Site
As your site grows you may require additional personnel to help you manage your website. We have made it very easy to add unlimited users (staff members) regardless of your current plan. You can grant users (staff members) access/permission to your website back-end based on designated role. For more information on determining permissions based on roles, please read users (staff members) Roles Explained.
To get started, navigate to the main menu on the left “Users -> Add New”
- Add New User: allows you to create and add new personnel to your site by assigning them a unique “username” and entering their “E-mail” (We recommend a combination of first and last name for usernames, all lowercase with no spaces e.g. marrygates, marryg, mgates, etc.)
Assign the role which you wish to grant each user (staff member).
Important: We recommend that you do not to assign users (staff members) the “administrator” role unless it is totally necessary as this role will grant them full access/permissions to change all aspects of your site.
Learn more about available Roles and their access/permissions
Finally, click the “Add New user” button.
An invitation email will be sent to the email address of either the new user with a “confirmation link”. This link must then be clicked to confirm/activate their account before their account is created.
“New Users” will be given “48 hours” to activate their account before the confirmation link expires. Once expired you will need to re-create their account. Once activated an email will be sent containing their username, password and a login link.
Some spam filters (e.g. Gmail, Hotmail or institutional email services), may block these activation emails or mark them as junk; please advise your users (staff members) to check their junk mail. We recommend utilizing Caribonix Email for Business for your staff emails as we do not block these invitation emails.
Once your new user (staff member) has been invited and their account activated. Either their email address or username can be used to sign into the site’s back-end (admin interface). Please note: the username can’t be changed and is by default displayed when posts and comments are written. However, users (staff members) can change how their name is displayed by accessing and editing their profile.
Manage Users (staff members)
As an Administrator, you can manage your users (staff members) by changing their roles or remove them completely from your site.
To change roles navigate to “Users -> All Users”
Select the check the box(es) next to the user (staff member) which you would like to change
Use the “Change role to…” dropdown menu at the top, select the new role(s) which you would like to assign.
Then click the “Change” button.
Remove
To completely remove users (staff members) from your site.
Hover your mouse over a user (staff member) to display the action menu then Click the “Remove” link.
Alternatively, you can remove multiple users (staff members) by selecting the check box(es) next the user (staff member). Using the “Bulk Action” dropdown menu at the top, select “Remove” option.
Finally click the “Apply” button.