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SiteApex Administration Help & Tutorials

Please use the topic links below to see a list of tutorials for that particular topic or module. Or you can use the search button to search for help on a specific topic. 

Note: there are a few non-default modules listed here. Please contact sales if you are interested in any of these modules.

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Adding, Editing & Deleting Users

SiteApex allows you to create individual users profiles for your site visitors. You can use security on pages that require a login. Examples may be for a member area with member only content or if you have a board page with organization documents.

Some modules like the Blog, Media Library and directory also support front end logins. They support editing profiles, managing media or leaving comments on the blog for example.

Security Management

Security Users are managed under the Control Panel Control Panel Menu and Security menu item.

SiteApex 10 Control Panel Security

Adding Users

  1. Once you are in the User management area click on the Add User button.

    SiteApex 10 Add User

  2. Fill in as much information as required for the new user. Username and Password at minimum are required for system security reasons. If possible include their First and Last name and Email.
  3. You can add the User to any number of Security Groups from the Group Association list at the bottom of the page. Users can be added to a group at any time, either from editing the Security groups or by editing the User.
  4. Press Create User to save and create the new user.

Notes/Tips

  • Security privilege's to your website are assigned to the Group and not to the individual User. Once a User is assigned to a Secure Group they are given the security privileges of that group. Click here to learn more about Groups.
  • An individual User can belong to more than one Secure Group and thus have privileges of all the Secure Groups they belong to.
  • The Users List is sorted by users Last Name by default. The logged in user is highlighted at the top of the list.

Editing Users

Editing allows the administrator to change any information of any user, including the Secure Groups they belong to. You can also view peoples’ passwords and change them from here.
  1. In the menu go to Control Panel Control Panel Menu > click on Security to open the User list.
  2. Search for or find the user you want to edit and click the Edit Edit User icon under the options column. Note, you can sort users by Security Group using the  "Filter by Group" selector at the top.
  3. Make your changes to the user.
  4. Press Save Changes to save your updates.

Deleting a User

  1. Users can also be deleted by pressing the More Options icon User More Options Menu next to a user on the main Users list screen.
  2. Click on Delete User from the menu.

    User Options Menu - Delete User

  3. Deleting a User is permanent. On the following screen review the user and  click Delete User to remove them.
  4. You will return to the User list.

Notes/Tips

  • if you are having a hard time finding users there is a search user function, read about this feature here.
  • If you created a form that assigned people to a specific group, they will show up in this list once you have processed them and in some cases clicked "Make Me A User”.
  • Since editing shows personal information about specific users, carefully consider who will have access o this screen when assigning the privileges of Secure Groups.