Research directory members as users of the site
When you have added people to the directory, you will see them listed as users. They will all be marked as a ‘Member’ of the site by the Plone icon and under their name you will see a long string, similar to this:
Being a member of the site (with their Raven credentials added) gives them edit access to their profile in the Research directory and the ability to see all published content, but not edit anything unless they are given shared access.
Removing users added via the directory:
A user added by having a profile in the research directory can’t be removed via ‘Users and groups’ (the check box at the right end of the line is not responsive).
• first find then edit their profile to remove them from any categories or themes
• then either go to the 'Actions' tab on the editing bar and elect 'Delete',
or go to the Content tab view of the directory folder and check the box by their profile then click the ‘Delete’ button at the bottom of the screen
Assigning further roles to members of the directory
After you have created your directory, if you go to ‘Site Setup’ > ‘Users and Groups’ you will see all the people you have created profiles for in the directory. Providing you have given the members Raven access by adding their email@example.com in their profile, you could assign people further roles, such as making people site administrators or managers.
If you do this, you need to retain their firstname.lastname@example.org in the ‘Access Account ID’ field in the profile. Alternative routes for increasing the roles of users without depending on their directory profile would be;
- to manually create them as a user and assign them site administrator or manager status or
- to request that falcon support adds them as a manager programmatically (which ensures we know who the site managers are).
Using the groups created by the directory
After you have created your directory, if you go to ‘Site Setup’ > ‘Users and Groups’ > ‘Groups’ you will see that groups have been created for each category you have created in the directory, plus a group ‘directory’, which contains everyone in the directory. Providing you have given the members Raven access by adding their email@example.com in their profile, you could use these groups to give specific sets of members access to folders on the site, in the usual way by using the ‘Sharing’ tab on the folder.