Several tools are offered to assist Administrators manage users, groups and memberships easily and effectively.


h1. Manage users
Mouse over _Group_ on the Toolbar. Highlight _Organization_ and select _Users and Groups Management_

!UserManage.png|title=!
Administrators can see all existing registered users and search, edit or even delete them. Each user's groups and memberships \(roles\) in these groups are also available. You can not add users to a group but you can remove them from the group.


h2. Add a user
To add a new user to the portal user lists follow these steps:

# **
Mouse\-over _Group_ in the _Toolbar_.
# **
Highlight _Organization_ and then click on _New Staff_.
The _New Staff_ window will open:
!NewStaff.png|title=!
This window has two tabs; _Account Settings_ and _User Profile_.
# **
To create a new user all of the fields in the _Account Settings_ tab must be completed.
Further information about the user \(such as nickname and birthday\) can be added in the _User Profile_ tab. This information is not required for the creation of the account.
# **
Click either _Save_ or _Reset_ to create or discard the new account.

h2. Search for users
The Administrator can search for specific users by username, first name, last name or email address.

# **
Select the information type \(name, email, etc\) to search against
!SearchUser.png|title=!
# **
Type in a partial/full string which identifies the user record being searched. Note that wild cards are not supported at this release.
# **
Click the magnifying glass icon to begin the search.

h2. Edit a user
# **
Locate the user you wish to edit.
# **
Click the edit icon \(next to the trash icon\).
!Demo1.png|title=!
# **
Select the _Account Info_ tab to edit the main user information set including first name, last name or email address.
* User Name
{quote}The _User Name_ field cannot be changed. Other fields _First Name_ , _Last Name_ , _Email Address_ can be changed.
{quote}
* Change Password
{quote}The _Change Password_ option allows an administrator to set a new password for a user. When the _Change Password_ option is unchecked, _New Password_ and _Confirm Password_ are hidden. Passwords must contain at least 6 characters and can contain letters, numbers and punctuation marks.
{quote}
# **
Select the _User Profile_ tab to edit additional information about the user's profile such as the birthdate or the job title as well as some home and business metadata. You may also switch the default display language for that user.
# **
Select the _User Membership_ tab to see a user's group membership information.
!Demo3.png|title=!
* User Membership
{quote}The _User Membership_ tab displays which group\(s\) the selected user belongs to. In the above figure, the user "demo" is a member of two groups: "guests" and "users". The parent group of both is "platform".
To remove the user from a group, click the trash can icon.
{quote}
# **
Click the _Save_.

h2. Delete a user
# **
Locate the user you wish to delete
Click the trash icon in the Action column
# **
Click _OK_ to confirm.

h1. Manage groups
Mouse over _Group_ on the Toolbar. Highlight _Organization_ and select _Users and Groups Management_

Select the tab _Group Management_

By default, all existing groups will be displayed on the left pane. This tab is used to add new, edit or delete a group. The right pane shows information about the selected group including information about the members in the specific group along with a small form to add a new user to a group.

!GroupManage.png|title=!

h2. Add a New Group
# **
First choose where in the existing group structure you want the new group to be created. You may navigate up the tree by clicking on the green vertical little arrow at the top of the tree. The current path is displayed in the path bar.
!Admin1.png|title=!
# **
Click _Add New Group_.
!AddGroup.png|title=!
* _Group Name_
{quote}The name of the new group. This field is required and any length from 3 to 30 characters is allowed. Once saved this name cannot be edited.
{quote}
* _Label_
{quote}The display name of the group. Any length from 3 to 30 characters is allowed.
{quote}
* _Description_
{quote}A description of the group. Any length from 3 to 30 characters is allowed.
{quote}
# **
Fill in the required fields. Only letters, numbers and underscore characters are allowed for the _Group Name_ field. The name must be unique within the portal.
# **
Click _Save_

h2. Edit a group
# **
Find the group in the existing tree and click on the label
# **
Click the edit icon to display the _Edit Current Group_ window.
# **
Make the desired changes in the appropriate fields. You can not change the Group Name, however you may change to the _Label_ field. You are also able to edit the _Description_ field.
# **
Click _Save_

h2. Add a new user to a group
# **
Find the group in the existing tree and click on its label. Existing group memberships are listed on the left hand side along with the _Add Member_ window.
!AddMember1.png|title=!
# **
Click on the magnify glass to open up the User selector.
Refer to [sect-User_Guide-User_Management-Search_a_user] for instructions on how to locate a user.
Check the box next to the user name then click _Add_
# **
Select the membership appropriate for this user. If the desired membership does not appear you may try to click on the refresh icon to get the latest list.
# **
Click _Save_

h2. Edit the user membership in a group
# **
Click the edit icon in the Action column
!EditMember1.png|title=!
# **
Select another membership.
# **
Click _Save_.

h2. Delete a group
# **
Find the group in the tree
# **
Click the trash icon.
!DeleteGroup.png|title=!
# **
Click _OK_.

h1. Manage memberships
The role of a user in a specific group is managed using memberships.

By default three membership types are available: _Manager_, _Member_ and _Validator_. By definition, Manager has got the highest rights in a group.

Mouse over _Group_ on the Toolbar. Highlight _Organization_ and select _Users and Groups Management_. Select the _Membership Management_ tab.

!MembershipManage1.png|title=!

h2. Add a new membership type
# **
In the _Add/Edit Membership_ form, enter the values for the membership name field \(required\) and the description field \(optional\). Only letters, digits, dots, dashes and underscores are allowed for the membership name.
# **
Click the _Save_

h2. Edit a membership type
# **
Click the edit icon in the Action column.
# **
Make the desired changes to the description.
# **
Click _Save_

h2. Delete a membership type
# **
Click the trash icon in the Action column.
# **
Click _OK_