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Adding and Modifying Users

Like Page Content and all other data, data about users in Contensive are stored using the Contensive content engine. This means that consistent with all other editing, you can use the admin site's Listing and Edit interfaces to edit the records for users.

You can also use the Contact Manager to locate and manage users. The key advantage of the contact manager is it contains a set of group tools that let you export lists of people. For more details about the Contact manager, see the article on the Contact Manager.

Managing Users using the Admin Editor

The primary Content Definition for users is called "People". In most modern configurations, this is the only Content Definition as well.

To see the people records for your site, open Manage users on the admin navigator and click on "People".

If your site, like most, supports member tracking, you will have many people records, one for each "guest" that has visited your site. 

Locate a Person's Record

For a consise list of just the people you care about, open the filters tool and click on advanced search. In this example, lets just see a list of people with username. Click the checkbox next to username in the "not empty" column, and click OK. You will see only those people with usernames.

If there is a particular field you want to see, like "First Name" for example, you could open teh "Set Columns" tool in the filters panel and add the First Name column to the list. Hit OK to return to the edit list page, and sort by first name by clicking the header, or enter all or part of their name in the find box at the bottom of the column and hit Find to do a quick search.

Editing a Existing User record

When you have located the record you want to edit, simply click the edit icon in teh first row of the listing page.

Editing people is very similar to edit pages. The persons information is broken out into fields, and the fields are divided into tabs by category.

For instance, if your site has a member's only section and you want to let someone in. Lets say the members only section is blocked based on membership to a specail group you make up, in this case the "My Site Members" Group. Edit the person record. In the details tab, verify they have a username and password. In the groups tab, check the checkbox next to the "My Site Members" group. Hit OK, and the next time they log in, they will be allowed into the section.

To Add a person

If you are still editing a person record and you want to save and add a new record, click the "Save + Add" button (very useful when adding many records). If you are just starting from teh admin site, open the list of people by clicking "People" on the navigator, under Managing users. Clicking the Add button opens the editor with a new blank record.

Automatic Guest records

When people visit your site, a record in the "people" content is automatically created for them. These are guest records. If they choose to register on the site, the form they complete may add a username and password to thier guest record, making it a user record. If they then return to the site and use that username/password, they will be assigned the rights given that original record.

This page was last reviewed Saturday, April 11, 2009