<?xml version='1.0' encoding='utf-8' ?>
<!DOCTYPE section PUBLIC "-//OASIS//DTD DocBook XML V4.5//EN" "http://www.oasis-open.org/docbook/xml/4.5/docbookx.dtd" [
        <!ENTITY % BOOK_ENTITIES SYSTEM "../../User_Guide.ent">
        %BOOK_ENTITIES;
        ]>
<section xml:id="sect-User_Guide-User_management">
    <abstract>
 <para>This chapter covers the following topics: </para>
    <itemizedlist>
      <listitem>
        <para>
          <emphasis role="bold">
            <link linkend="sect-User_Guide-User_Management-Add_a_user">Add a user</link>
          </emphasis> </para>
      </listitem>
      <listitem>
        <para>
          <emphasis role="bold">
            <link linkend="sect-User_Guide-User_Management-Manage_users">Manage users</link>
          </emphasis> </para>
      </listitem>
      <listitem>
        <para>
          <emphasis role="bold">
            <link linkend="sect-User_Guide-User_Management-Manage_groups">Manage groups</link>
          </emphasis> </para>
      </listitem>
      <listitem>
        <para>
          <emphasis role="bold">
            <link linkend="sect-User_Guide-User_Management-Manage_memberships">Manage memberships</link>
          </emphasis> </para>
      </listitem>
    </itemizedlist>
	</abstract>
	
  <para>To perform these actions, you first need to hover your cursor over <inlinemediaobject>
      <imageobject>
        <imagedata fileref="images/sawtooth_icon.png" format="PNG" scalefit="1" width="4mm"/>
      </imageobject>
    </inlinemediaobject>
    at the top right of the site, then select
    <emphasis role="bold">User.</emphasis>
  </para>

    <mediaobject>
      <imageobject role="html">
        <imagedata fileref="images/Manage_users.png" format="PNG" align="center" scalefit="0" width="100mm"/>
      </imageobject>
      <imageobject role="fo">
        <imagedata fileref="images/Manage_users.png" format="PNG" align="center" scalefit="1" width="70mm"/>
      </imageobject>
    </mediaobject>


  <section id="sect-User_Guide-User_Management-Add_a_user">
    <title>Add a user</title>
    <procedure>
      <step>
        <para>
          Click
          <emphasis role="bold">Add Users</emphasis>
          from the drop-down menu.
        </para>
        <mediaobject>
          <imageobject role="html">
            <imagedata fileref="images/Add_user_button.png" format="PNG" align="center" scalefit="0" width="100mm"/>
          </imageobject>
          <imageobject role="fo">
            <imagedata fileref="images/Add_user_button.png" format="PNG" align="center" scalefit="1" width="70mm"/>
          </imageobject>
        </mediaobject>
        <para>The
          <emphasis role="bold">Create New Account</emphasis>
          window will open with two tabs: <emphasis role="bold">Account Settings</emphasis> and <emphasis role="bold">User Profile.</emphasis>
        </para>
        <mediaobject>
          <imageobject role="html">
            <imagedata fileref="images/NewStaff.png" format="PNG" align="center" scale="110"/>
          </imageobject>
          <imageobject role="fo">
            <imagedata fileref="images/NewStaff.png" format="PNG" align="center" scalefit="1" width="100mm"/>
          </imageobject>
        </mediaobject>
      </step>
      <step>
        <para>
          Fill all fields in the
          <emphasis role="bold">Account Settings</emphasis>
          tab which must be completed. For more details on these fields, see <link linkend="Create_New_Account_form_details">here.</link>
        </para>
        <para>
          Further information about the user, such as nickname, or birthday, can be added in the
          <emphasis role="bold">User Profile</emphasis>
          tab that is not required.
        </para>
      </step>
      <step>
        <para>
          Click
          <emphasis role="bold">Save</emphasis>
          to accept your new account. If you want to refresh the input information, simply click
          <emphasis role="bold">Reset.</emphasis>
        </para>
      </step>
    </procedure>
  </section>
  <section id="sect-User_Guide-User_Management-Manage_users">
    <title>Manage users</title>
    <para>By clicking <emphasis role="bold">Groups And Roles,</emphasis> you will see the <emphasis role="bold">Organization</emphasis> form which allows
      you to manage users, groups and memberships.
    </para>
    <mediaobject>
      <imageobject role="html">
        <imagedata fileref="images/Manage_groups_roles.png" format="PNG" align="center" scalefit="0" width="100"/>
      </imageobject>
      <imageobject role="fo">
        <imagedata fileref="images/Manage_groups_roles.png" format="PNG" align="center" scalefit="1" width="70mm"/>
      </imageobject>
    </mediaobject>
    <para>
      As an administrator, you can easily find, edit information of users, and even remove them from the system via the
      <emphasis role="bold">User Management</emphasis> tab. By default, all registered users will be shown in this tab.
    </para>
    <mediaobject>
      <imageobject role="html">
        <imagedata fileref="images/UserGroupManagement.png" format="PNG" align="center" contentwidth="70"/>
      </imageobject>
      <imageobject role="fo">
        <imagedata fileref="images/UserGroupManagement.png" format="PNG" align="center" scalefit="1" width="150mm"/>
      </imageobject>
    </mediaobject>
    <para>
      Via the <emphasis role="bold">User Management</emphasis> tab, you also can define each user belonging to user groups and his
      memberships (roles) in these groups. You cannot add users to a group but can remove them from the group.
    </para>
    <section id="sect-User_Guide-User_Management-Search_a_user">
      <title>Search for users</title>
      <para>
        You can search for specific users by username, first name, last name or email address.
      </para>
      <procedure>
        <step>
          <para>
            Type the search term related to the user you want to search. You do not need to enter an exact term.
          </para>
          <mediaobject>
            <imageobject>
              <imagedata fileref="images/SearchUser.png" format="PNG" align="center" scalefit="1" width="100mm"/>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="images/SearchUser.png" format="PNG" align="center" scalefit="0" width="80mm"/>
            </imageobject>
          </mediaobject>
        </step>
        <step>
          <para>
            Select the information type you want to search against.
          </para>
        </step>
        <step>
          <para>
            Click 
 			<inlinemediaobject>
            <imageobject>
              <imagedata fileref="images/Search_button.png" format="PNG" scalefit="1" width="3.5mm"/>
            </imageobject>
          </inlinemediaobject>, or hit the <emphasis role="bold">Enter</emphasis> key to perform your search.
          </para>
        </step>
      </procedure>
    </section>
    <section id="sect-User_Guide-User_Management-Edit_a_user">
      <title>Edit user information</title>
      <procedure>
        <step>
          <para>
            Locate the user you want to edit his information.
          </para>
        </step>
        <step>
          <para>
            Click 
            <inlinemediaobject>
              <imageobject>
                <imagedata fileref="images/edit_icon.png" format="PNG" scalefit="1" width="3.5mm"/>
              </imageobject>
            </inlinemediaobject>
            corresponding to the user with the information you want to edit.
          </para>
        </step>
        <step>
          <para>
            Select the
            <emphasis role="bold">Account Info</emphasis>
            tab to edit main information of the user, including <emphasis role="bold">First Name, Last Name,</emphasis> or <emphasis role="bold">Email Address.</emphasis>
          </para>
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="images/Demo1.png" format="PNG" align="center" width="444mm"/>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="images/Demo1.png" format="PNG" align="center" scalefit="1" width="100mm"/>
            </imageobject>
          </mediaobject>
          <variablelist>
            <varlistentry>
              <term>
                <emphasis role="bold">Username</emphasis>
              </term>
              <listitem>
                <para>
                  The
                  <emphasis role="bold">Username</emphasis>
                  cannot be changed.
                </para>
              </listitem>
            </varlistentry>
            <varlistentry>
              <term>
                <emphasis role="bold">Change Password</emphasis>
              </term>
              <listitem>
                <para>
                  The
                  <emphasis role="bold">Change Password</emphasis>
                  option allows an administrator to set a new password for the selected user. When the
                  <emphasis role="bold">Change Password</emphasis>
                  option is unchecked,
                  <emphasis role="bold">New Password</emphasis>
                  and
                  <emphasis role="bold">Confirm Password</emphasis>
                  are hidden. Passwords must contain at least 6 characters, including letters, numbers and
                  punctuation marks.
                </para>
              </listitem>
            </varlistentry>
          </variablelist>
		  <para>For more details on these fields, see <link linkend="Create_New_Account_form_details">here.</link>
		  </para>
        </step>
        <step>
          <para>
            Select the
            <emphasis role="bold">User Profile</emphasis>
            tab to edit the personal information of the selected user, including
            <emphasis role="bold">Profile,</emphasis>
            <emphasis role="bold">Home</emphasis>
            and
            <emphasis role="bold">Business.</emphasis>
			You may also switch the default display language for that user by selecting
            another language from the <emphasis role="bold">Language</emphasis> field where all available languages are displayed in the alphabetical order.
          </para>
        </step>
        <step>
          <para>
            Select the
            <emphasis role="bold">User Membership</emphasis>
            tab to see the group membership information of the user.
          </para>
          <para>
            The
            <emphasis role="bold">User Membership</emphasis>
            tab displays which groups the selected user belongs to.
          </para>
          <para>
            To remove the user from a group, click 
            <inlinemediaobject>
            <imageobject>
              <imagedata fileref="images/Delete_icon.png" format="PNG" scalefit="1" width="4mm"/>
            </imageobject>
          </inlinemediaobject>.
          </para>
        </step>
        <step>
          <para>
            Click <emphasis role="bold">Save</emphasis> to accept your changes.
          </para>
        </step>
      </procedure>
    </section>

    <section id="sect-User_Guide-User_Management-Delete_a_user">
      <title>Delete a user</title>
      <procedure>
        <step>
          <para>
            Locate the user you wish to delete.
          </para>
        </step>
        <step>
          <para>
            Click 
          <inlinemediaobject>
            <imageobject>
              <imagedata fileref="images/Delete_icon.png" format="PNG" scalefit="1" width="3mm"/>
            </imageobject>
          </inlinemediaobject> corresponding to the user you want to delete in the main <emphasis role="bold">User Management</emphasis> form.
          </para>
        </step>
        <step>
          <para>
            Click
            <emphasis role="bold">OK</emphasis>
            in the confirmation message
            to accept your deletion.
          </para>
        </step>
      </procedure>
    </section>

  </section>

  <section id="sect-User_Guide-User_Management-Manage_groups">
    <title>Manage groups</title>
    <para>Select the
      <emphasis role="bold">Group Management</emphasis>
      tab in the <emphasis role="bold">Organization</emphasis> form. This tab is used to add, edit or delete a group.
      You can also add or delete a user to a group and edit the user membership in the group.
    </para>
    <mediaobject>
      <imageobject role="html">
        <imagedata fileref="images/GroupManage.png" format="PNG" align="center" width="444"/>
      </imageobject>
      <imageobject role="fo">
        <imagedata fileref="images/GroupManage.png" format="PNG" align="center" scalefit="1" width="150mm"/>
      </imageobject>
    </mediaobject>
    <para>
      By default, all existing groups will be displayed on the left pane.
      The right pane shows information of the selected group and of its members with the <emphasis role="bold">Add Member</emphasis> form.
    </para>


    <section id="sect-User_Guide-User_Management-Add_a_new_group">
      <title>Add a new group</title>
      <procedure>
        <step>
          <para>
            Select the path to create a new group by clicking the group from the left pane or by clicking
            <inlinemediaobject>
              <imageobject role="html">
                <imagedata fileref="images/arrow-blue-arrow.png" format="PNG" scalefit="1" width="4mm"/>
              </imageobject>
            </inlinemediaobject>
            if you want to create a group at a higher level. The selected path is displayed in the breadcrumb bar.
          </para>
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="images/Admin1.png" format="PNG" align="center"/>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="images/Admin1.png" format="PNG" align="center" contentwidth="50mm"/>
            </imageobject>
          </mediaobject>
        </step>
        <step>
          <para>
            Click
            <inlinemediaobject>
              <imageobject role="html">
                <imagedata fileref="images/plus_icon.png" format="PNG" scalefit="1" width="4mm"/>
              </imageobject>
            </inlinemediaobject>
            in the left pane.
			</para>
			<para>
			The
            <emphasis role="bold">Add Group</emphasis>
            form will be displayed in the right pane.
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="images/AddGroup.png" format="PNG" align="center" width="444"/>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="images/AddGroup.png" format="PNG" align="center" contentwidth="110mm"/>
            </imageobject>
          </mediaobject>
		  </para>
		  <para><emphasis role="bold">Details:</emphasis></para>
      <table>
        <tgroup cols="2">
          <thead>
            <row>
              <entry>
                Field
              </entry>
              <entry>
                Description
              </entry>
            </row>
          </thead>
          <tbody>
           <row>
              <entry>
                 <emphasis role="bold">Group Name</emphasis>
              </entry>
              <entry>
                 Name of the group that is required and unique within the portal with its length from 3 to 30 characters. 
                 Only letters, numbers and underscore characters are allowed for the <emphasis role="bold">Group Name</emphasis> field.
              </entry>
            </row>
            <row>
              <entry>
                <emphasis role="bold">Label</emphasis>
              </entry>
              <entry>
                The display name of the group with any length from 3 to 50 characters.
              </entry>
            </row>
             <row>
              <entry>
                <emphasis role="bold">Description</emphasis>
              </entry>
              <entry>
                 A description of the group with any length from 0 to 255 characters.
              </entry>
            </row>
          </tbody>
        </tgroup>
      </table>
        </step>
        <step>
          <para>
            Fill in the required fields. Once being saved, the <emphasis role="bold">Group Name</emphasis> cannot be edited.
          </para>
        </step>
        <step>
          <para>
            Click
            <emphasis role="bold">Save</emphasis>
            to accept creating the new group.
          </para>
        </step>
      </procedure>
      <note>
        <para>The creator will automatically become the manager of that group. The creator's username will be added to the created group with the "manager" membership.
        </para>
      </note>
    </section>

    <section id="sect-User_Guide-User_Management-Edit-a-group">
      <title>Edit a group</title>
      <procedure>
        <step>
          <para>
            Click the group you want to edit in the left pane.
          </para>
        </step>
        <step>
          <para>
            Click
            <inlinemediaobject>
            <imageobject>
              <imagedata fileref="images/edit_icon.png" format="PNG" scalefit="1" width="4mm"/>
            </imageobject>
          </inlinemediaobject> in the left pane to show the
            <emphasis role="bold">Edit Current Group</emphasis>
            form of the selected group.
          </para>
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="images/Edit_group.png" format="PNG" align="center" scale="110"/>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="images/Edit_group.png" format="PNG" align="center" scalefit="1" width="150mm"/>
            </imageobject>
          </mediaobject>
        </step>
        <step>
          <para>
            Make changes on the fields, except <emphasis role="bold">Group Name.</emphasis>
          </para>
        </step>
        <step>
          <para>
            Click
            <emphasis role="bold">Save</emphasis>
            to accept your changes.
          </para>
        </step>
      </procedure>
    </section>

     <section id="sect-User_Guide-User_Management-Delete_a_group">
      <title>Delete a group</title>
      <procedure>
        <step>
          <para>
            Click the group you want to delete in the left pane.
          </para>
        </step>
        <step>
          <para>
            Click
            <inlinemediaobject>
            <imageobject>
              <imagedata fileref="images/Delete_icon.png" format="PNG" scalefit="1" width="4mm"/>
            </imageobject>
          </inlinemediaobject> in the row of the membership type you want to delete.
          </para>
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="images/DeleteGroup.png" format="PNG" align="center" scale="110"/>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="images/DeleteGroup.png" format="PNG" align="center" scalefit="1" width="150mm"/>
            </imageobject>
          </mediaobject>
        </step>
        <step>
          <para>
            Click
            <emphasis role="bold">OK</emphasis>
            in the confirmation message to accept your deletion.
          </para>
        </step>
      </procedure>
      <note>
        <para>After being deleted, all information related to that group, such as users and navigation, is also deleted.
          You cannot delete the mandatory groups, including <emphasis>Platform, Platform/Administration, Platform/Guests, Platform/Visitors.</emphasis>
        </para>
      </note>
    </section>

    <section id="sect-User_Guide-User_Management-Add_a_new_user_to_a_group">
      <title>Add a user to a group</title>
      <procedure>
        <step>
          <para>
            Select the group to which you want to add a new user in the left pane.
          </para>
        </step>
        <step>
          <para>Enter the exact Username of the user that you want to add to the selected group (you can add many usernames separated by commas);
                <mediaobject>
            <imageobject role="html">
              <imagedata fileref="images/AddMember1.png" format="PNG" align="center" width="444"/>
            </imageobject>
                    <imageobject role="fo">
              <imagedata fileref="images/AddMember1.png" format="PNG" align="center" scalefit="1" width="150mm"/>
            </imageobject>
          </mediaobject>
          </para>
          <para>Or, enter at least one character if you are not sure about the exact spelling and do the further followings:
              <para><emphasis role="bold">i.</emphasis> Click 
                <inlinemediaobject>
                  <imageobject>
                    <imagedata fileref="images/Search_icon.png" format="PNG" scalefit="1" width="4mm"/>
                  </imageobject>
                </inlinemediaobject>
                to search by your entered characters.
              </para>
            <para>After you have clicked
                <inlinemediaobject>
                  <imageobject>
                    <imagedata fileref="images/Search_icon.png" format="PNG" scalefit="1" width="4mm"/>
                  </imageobject>
                </inlinemediaobject>
                , there will be a list of all existing users whose <emphasis role="bold">Usernames</emphasis> include the entered characters. For
                example, if you enter 'o', you will get the following result.
              </para>
              <mediaobject>
                <imageobject role="html">
                  <imagedata fileref="images/Select_user_form.png" format="PNG" align="center" scale="110"/>
                </imageobject>
                <imageobject role="fo">
                  <imagedata fileref="images/Select_user_form.png" format="PNG" align="center" scalefit="1"
                             width="100mm"/>
                </imageobject>
              </mediaobject>
              <para>
               <emphasis role="bold">ii.</emphasis> Select the checkboxes corresponding to users you want to add to the group.
              </para>
              <para>
                After clicking <emphasis role="bold">Add,</emphasis> you will see the complete <emphasis role="bold">Usernames</emphasis> in the <emphasis role="bold">Add
                Member</emphasis> form.
              </para>
              <mediaobject>
                <imageobject role="html">
                  <imagedata fileref="images/Added_member_form.png" format="PNG" align="center" scale="110"/>
                </imageobject>
                <imageobject role="fo">
                  <imagedata fileref="images/Added_member_form.png" format="PNG" align="center" scalefit="1"
                             width="100mm"/>
                </imageobject>
              </mediaobject>
            </para>
        </step>
        <step>
          <para>
            Select the membership for the users from the <emphasis role="bold">Membership</emphasis> list. You can click
            <inlinemediaobject>
              <imageobject>
                <imagedata fileref="images/Refresh_button.png" format="PNG" scalefit="1" width="4mm"/>
              </imageobject>
            </inlinemediaobject>
            to update the memberships list in case of any changes.
          </para>
        </step>
        <step>
          <para>
            Click
            <emphasis role="bold">Save</emphasis>
            to accept adding the selected users to the specific group with the specified membership type.
          </para>
        </step>
      </procedure>
      <note>
        <para>By default, the "manager" membership has the highest right in a group.
          A user can have several membership types in a group. To do that, you have to use the
          <emphasis role="bold">Add Member</emphasis>
          form for each membership type. The user's membership information is hereafter updated. You can check it by opening the
          <emphasis role="bold">User Management</emphasis>
          form and editing the user you just added.
        </para>
      </note>
    </section>

    <section id="sect-User_Guide-User_Management-Edit_the_user_membership_in_a_group">
      <title>Edit a user membership in a group</title>
      <procedure>
        <step>
          <para>
            Click <inlinemediaobject>
            <imageobject>
              <imagedata fileref="images/edit_icon.png" format="PNG" scalefit="1" width="4mm"/>
            </imageobject>
          </inlinemediaobject> corresponding to a specific user with a membership in the <emphasis role="bold">Action</emphasis> column in the right pane.
          </para>
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="images/EditMember1.png" format="PNG" align="center"/>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="images/EditMember1.png" format="PNG" align="center" contentwidth="90mm"/>
            </imageobject>
          </mediaobject>
        </step>
        <step>
          <para>
            Change the membership of the selected user by selecting another value in the
            <emphasis role="bold">Membership</emphasis>
            list.
          </para>
        </step>
        <step>
          <para>
            Click
            <emphasis role="bold">Save</emphasis>
            to complete your changes.
          </para>
        </step>
      </procedure>
    </section>
  </section>

  <section id="sect-User_Guide-User_Management-Manage_memberships">
    <title>Manage memberships</title>
    <para>
      The role of a user in a specific group is managed by using the
      <emphasis role="bold">Membership Management</emphasis>
      tab.
    </para>
    <para>
      By default, eight membership types available in eXo Platform include <emphasis>Member, Author, Editor, Manager, Redactor,
      Validator, Webdesigner,</emphasis> and <emphasis>Publisher.</emphasis> The "Manager" has the highest right in a group.
    </para>
    <mediaobject>
      <imageobject role="html">
        <imagedata fileref="images/MembershipManage1.png" format="PNG" align="center" width="444"/>
      </imageobject>
      <imageobject role="fo">
        <imagedata fileref="images/MembershipManage1.png" format="PNG" align="center" scalefit="1" width="150mm"/>
      </imageobject>
    </mediaobject>

    <section id="sect-User_Guide-User_Management-Add_a_new_membership_type">
      <title>Add a new membership type</title>
      <procedure>
        <step>
          <para>
            Enter values into the fields of the
            <emphasis role="bold">Add/Edit Membership</emphasis>
            form. The <emphasis role="bold">Membership Name</emphasis> field is required, and only letters, digits, dots, dashes and underscores are allowed without ANY SPACES.
          </para>
        </step>
        <step>
          <para>
            Click
            <emphasis role="bold">Save</emphasis>
            to accept adding a new membership, or
            <emphasis role="bold">Reset</emphasis>
            to clear entered values.
          </para>
        </step>
      </procedure>
    </section>

    <section id="sect-User_Guide-User_Management-Edit_a_membership_type">
      <title>Edit a membership type</title>
      <procedure>
        <step>
          <para>
            Click
            <inlinemediaobject>
              <imageobject>
                <imagedata fileref="images/edit_icon.png" format="PNG" scalefit="1" width="4mm"/>
              </imageobject>
            </inlinemediaobject>
            corresponding to the membership type you want to edit in the <emphasis role="bold">Action</emphasis> column. Information about the selected
            membership type will be updated automatically in the
            <emphasis role="bold">Add/Edit Membership</emphasis>
            form.
          </para>
        </step>
        <step>
          <para>
            Make your desired changes on the <emphasis role="bold">Description</emphasis> field. You cannot change the <emphasis role="bold">Membership Name.</emphasis>
          </para>
        </step>
        <step>
          <para>
            Click
            <emphasis role="bold">Save</emphasis>
            to accept your changes.
          </para>
        </step>
      </procedure>
    </section>

    <section id="sect-User_Guide-User_Management-Delete_a_membership_type">
      <title>Delete a membership type</title>
      <procedure>
        <step>
          <para>
            Click <inlinemediaobject>
            <imageobject>
              <imagedata fileref="images/Delete_icon.png" format="PNG" scalefit="1" width="4mm"/>
            </imageobject>
          </inlinemediaobject>
            in the <emphasis role="bold">Action</emphasis> column.
          </para>
        </step>
        <step>
          <para>
            Click
            <emphasis role="bold">OK</emphasis>
            in the confirmation message to accept your deletion.
          </para>
        </step>
      </procedure>
    </section>
  </section>

</section>
