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Managing Users

Overview

Anyone who visits your Drupal site is a user. There are three different default users in Drupal:

  • Anonymous user. This is anyone who is not logged in.
  • Authenticated user. These are all users who have an account on your site and can log in.
  • Administrator. This is a special class of user that can access the administrative menus in your Drupal site and make changes.

Islandora adds an additional default role:

  • fedoraAdmin. This is a specialized role needed for a user to write to Fedora from Islandora.

Additional user roles can be created and assigned customized permissions, as described below.

Before you start

  • This How-To assumes a very basic familiarity with Drupal.
  • This How-To is generally applicable for any Islandora site, but the examples given are taken from an Islandora demo using the (optional) Islandora Starter Site configuration. This configuration is deployed automatically if you build your Islandora site with the appropriate options, using the Ansible Playbook, ISLE with Docker-Compose.

Warning

If you are writing to Fedora, your username must not contain spaces.

How to Add a User

  1. Log in to Drupal. You will need the Administrator role to manage users.
  2. Click the Manage tab from the top toolbar.
  3. Select the People tab from the resulting menu to bring up the People page. Alt text
  4. Click the blue Add user button to bring up the Add user page.
  5. Enter all required fields, as indicated by red asterisks, in the Add user page.
  6. In the Roles section, click on the roles that the new user will need.
  7. Click on "Administrator" if the new user will need to be able to run administrative tasks in Drupal or Islandora.
  8. Click on "fedoraAdmin" if the new user will need to be able to write to Fedora. This is required by the WebAC authentication so Islandora and Fedora can communicate.
  9. Review other settings available for a new user such as:
  10. Site language
    • English selected by default.
  11. Contact Settings section
    • Personal contact form selected by default.
  12. Click on the Create New Account button at the bottom of the Add user page to finish adding a new user.

To review/edit the permission for each role, in the People page click the Permissions tab in the set of tabs above the Add user button.

How to Create a New User Role

  1. Log in to Drupal. You will need the Administrator role to edit or add roles.
  2. Click the Manage tab from the top toolbar.
  3. Select the People tab from the resulting menu.
  4. Click the Roles tab in the set of tabs above the Add user button.
  5. Click the blue Add role button to bring up the Add role page. Alt text
  6. Name the role in a way that it can be disambiguated from related activities or similar groups.
    • For example: use the course code for a particular class of students working on a particular collection.
  7. Click the blue Save button.

How to Edit Role Permissions

  1. Log in to Drupal. You will need the Administrator role to edit permissions.
  2. Click the Manage tab from the top toolbar.
  3. Select the People tab from the resulting menu.
  4. Click the Roles tab in the set of tabs above the Add user button. Alt text
  5. To edit the permissions for a role click the Edit dropdown menu to the right of a role and select Edit Permissions to bring up the Edit role page.
  6. Scroll down or search for options that have an Islandora prefix or contain the word Islandora. For example, Islandora Access: Create terms. Alt text

Islandora Quick Lessons

Learn more with this video on how to Add a User.

Video Walk-through: Users, Roles, and Permissions

Click the image below to open the Users, Roles, and Permissions video tutorial on the Islandora YouTube channel.

Drupal 101: Users, Roles, and Permissions

See more videos from the Drupal 101 series here.

Further Reading

For more information on managing users in Drupal visit the section Managing User Accounts of Drupal.org.


Last update: September 25, 2024