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Creating Users

Prerequisites: Users require site administrator permissions to complete this task.
Create users and choose their authentication system to save to the Cartella database. In other areas of Cartella, users can be added to groups, assigned permissions, and viewed in the User Directory.
To create a user:
  1. Log in to Cartella.
  2. Navigate to Settings > Users.
  3. Click Create New User.

    Users View in Settings

    Note
    Click Manage Fields to add, remove, or edit fields that display in this view. See Field Management for details.

    Manage Fields

    The Create User view displays.

    Create User View

  4. Enter the following fields in the Create User section:
    FieldDescription
    First NameUser's first name.
    Last NameUser's last name.
    Login NameUser's account login ID.
    Important
    The user enters this ID to log in to Cartella.
    Email AddressUser's email address associated with Cartella.
    Important
    Ensure the email is valid. Cartella sends password notifications to this email.
    ImageUser's profile image. Upload an image file.
    Note
    See Editing Images for details to edit the image's appearance.
    CompanyUser's company affiliation.
    Phone NumberUser's phone number.
    Note
    The listed fields display by default. Available fields, field requirements, and field order may vary depending on the administrator's Manage Field settings for users.
    Note
    Fields in the Create User section display on the user's profile view.
  5. Select an option from the Authentication System to Use drop-down list in the User Settings area.
    Note
    Options aside from Cartella Membership Provider require additional configuration.
    Important
    After saving, administrators cannot change the user's authentication system.
  6. Clear or select the following permissions in the User Settings area:
    PermissionDescription
    Is AdminAllows the user to:
    • Create, edit, and delete all site content items.
    • Access locked folders and private entities (e.g., Settings).
    • Access Can Create Folio permissions.
    • Access Has Seat permissions.
    Warning
    As an administrator, if you clear and save your own Is Admin permission, you cannot reinstate it.
    Can Create FolioAllows the user to:
    • Create folios and modules.
    • Access Has Seat permissions.
    Has SeatAllows the user to:
    • Create and upload site content in areas where they have group- or user-given permissions.
    Note
    A user with this permission counts against the licensed limit to seated users.
    Note
    If all permissions are cleared, the user can only post comments on site content.
  7. Select a locale-specific language in the User Preference Settings area.
    When saved, the Cartella instance displays content in the selected language for the user.
  8. Click Submit.
    The user's profile displays.