The roles menu is located under the User menu in the navigation bar to the left of the screen.
In this menu you will see a list of roles available to assign users, which will allow you to define their access to the site. You can use the quick search function if you are looking for specific roles, otherwise you can look in the main body of the page.
You will see 5 headings across the page
Role - This will be the name given to the role
Description - This will explain the role and access
Permissions - This will tell you how many permissions have been assigned to the role.
Authors - This will tell you how many users are assigned to this role
Actions - There are 2 options:
Green Icon - Manage the Permissions
Blue icon - Role Actions has 3 options
Edit Role
Export as JSON
Export as XML.
*You can only edit permissions if you yourself have permission to make changes.
You can create new roles by selecting Create Role. A box will appear and you enter the Name and Description. Once this is done you can add abilities to the new role by managing the permissions (see below).
Edit Role only allows you to edit the Name and Description, like the Create Role Form. You will spend more of your time with Roles, managing the Permissions.
In the Manage Permission menu it will show the Available Permissions & Active Role Permissions.
Available Permissions are shown in a dropdown box. You will be able to add permissions to a role by selecting the permission and clicking Add Permission.
In the Active Role Permissions below are the permissions that are currently available to this role. You can also remove permissions available to the role by click the red X next to the permission in the active role section.
In the top right section of the page, you will see a Bulk Actions button next to Create Role. This allows you to do the following:
Import
Export All as JSON
Export All as XML
This is a nice feature when you manage several sites. You can setup roles on one site, and then export them, and import them into the other sites you manage.
For safety reasons, when you Import Roles, by default you will not override any content. If you have existing roles, that you want to be updated, please set Override Content to true. Otherwise existing content will be skipped during the import process.
Exporting to JSON or XML is a simple process. Click Bulk Actions and select your format, and in seconds you will see a file download prompt pop up, asking you to open or save your file ( in most browsers ).
This option is under Users in the left side navigation bar. This is a list of all permissions available for the site.
There is a quick search box at the top of the permissions page if you are looking for a specific permission.
On the permissions page you will see 4 headings.
Permission - This is the name of the permission
Description - This explains the permission and what access it allows for the user
Roles Assigned - This shows you how many users are using this permission currently.
Actions
Green Icon - Edit the permission
Red Delete Icon - Delete the permission.
Click Create Permission to add a permission. A permission consists of:
Permission ( commonly known as a slug / name )
Description
A Permission Slug can be referenced from inside of code used in Widgets, Modules, Themes, restricting access however you see fit. Creating a permission allows you to assign the permission to Roles and/or Users, but will not be functional without code referencing the Permission ( slug ).
A Permission ( slug ) can also be referenced from inside the Security Rules as well. Security rules are used to secure ContentBox according to incoming events or URLs, much like a firewall. See that System > Security Rules for more information on how Permissions are used.
In the top right section of the page, you will see a Bulk Actions button next to Create Permission. This allows you to do the following:
Import
Export All as JSON
Export All as XML
This is a nice feature when you manage several sites. You can setup permissions on one site, and then export them, and import them into the other sites you manage.
For safety reasons, when you Import Permissions, by default you will not override any content. If you have existing Permissions, that you want to be updated, please set Override Content to true. Otherwise existing content will be skipped during the import process.
Exporting to JSON or XML is a simple process. Click Bulk Actions and select your format, and in seconds you will see a file download prompt pop up, asking you to open or save your file ( in most browsers ).
To create or edit administrative users for ContentBox, select the User menu in the navigation bar on the left. The menu will drop down and you will need to select Manage.
Once in the User Management screen you will be presented with existing users, email addresses, roles and last time a user logged in.
There is also a icon that will allow you to select user actions such as:
Edit User
Delete the user
Export the information for a user as JSON or XML to import to another site. This is a simple way to give users access to additional websites.
You will also see a star next to the user you are currently logged in as.
Above the users there is a bulk actions button. This allows you to import JSON or XML files or export all users as JSON or XML.
When managing large number of users, this screen might become overwhelming. On the right hand side you will have an option to help filter the users. You can filter by status or roles or a combination of both.
Click on create user in the top right corner of the User management box. On this screen you will see the user details. Fill out the details with * as these are required.
Then you will need to choose if the user is active and what role you will assign to the user. (please see roles for further information)
Below here you have the option to enter a Biography or Notes About The User. This is not required.
Once this has all been completed click save details at the bottom of the page.
The password has requirements to make sure that they are secure.
It requires the following:
8 Characters long
1 Capital letter
1 Number
1 Special Character (such as @#$%)
On the User Management page click on the User Action icon at the end of the user.
This will open up the editing page.
This look a lot like the create user screen however you will notice on the left hand side, there are Tabs, with categories of more information to save about a user.
The Details menu allows you the same information as creating a new user apart from the password. You are not able to change the password in this area.
Changing Password allows you to change your own password or reset the password for another user (given you have the correct permissions).
You can email a password reset to any user that is not the currently logged in user.
Two Factor Authentication
A user can enroll themselves in two factor authentication. The manage screen allows the user to configure any required information before starting the enrollment process.
To enroll, a user must successfully enter in the code or credentials sent via the default provider. On a successful entry, the user will be enrolled in two factor authentication.
Users are able to unenroll from two-factor authentication themselves from the manage screen. Users with an admin role assigned are able to unenroll not only themselves but other users as well.
If two factor authentication is being enforced, users will be forced to enroll in two factor authentication. if a user unenrolls
from two-factor authentication a form to enroll in two-factor will be presented right away.
When a not enrolled user is logging in and the two-factor authentication is being enforced, the enrollment form will be presented and the user won't be able to see the dashboard or any other content unless a successful enrollment in two-factor authentication is performed.
The next menu is Preferences. In this menu you will notice there are areas for social media profiles and setting such as collapsed left nav bar enabling the user to setup contentbox the way they prefer.
The next menu is Permissions. In this area it enables you to see what permissions this user has (please see permissions for more information).
Role Permissions Role permissions are assigned to the user when creating the user by assigning the role. Each role has a default set of permissions allocated to it. If the user requires an additional role you can use the A-la-Carte Permission area below.
A-la-Carte Permissions In this section you can Assign A-la-Carte Permissions. This means that if someone doesn’t have access to a permission from their standard permission profile but needs access to it, you can give access to just that selection without enabling the user more access than needed.
The next Menu is Lastest Edits. This will show you anything this user has edited. This will show you the title, date/time, whether it was published, and lets you view the change on the site by clicking the action button.
The last menu option is Latest Drafts. This will show you what work has been saved but not yet published. Again it will show you title, date/time and lets you edit the draft directly from this menu.
