Creating public user groups and users

Overview

Public User accounts are accounts that can be can be created with as little information as an email address, a password and a preferred name. These accounts allow members of your viewing public to access portions of your site when you require a login. The Public User feature allows you to collect information for tracking access through pages like the RFP (Request For Proposal) page where you want applicants to log in if they want to complete an RFP. It also allows you to collect emails for email broadcast groups, all without the risk of inadvertently giving access to critical parts of your system. A public user account differs from a typical ACM user account in that public users can only belong to a public group and they do not have any permissions (no access to editing tools and admin functions).

There are four main components to the Public User feature: the Public User Group, the Application Form page type, the Login page type and the public User Settings.

Step 1: Creating the Public User group

Note: If you want to automatically assign new public user accounts to a specific public user group (this is useful for tracking what the accounts are for), you must make sure you have created a public user group type - a Group that has a Group Type of Public. The Group is then given access to certain parts of the system and anyone belonging to that group can access the designated pages by logging in.

  1. Go to the Group Manager and create a new group.

  2. In the Name field, be sure to give the group a name that indicates it is a public user group. For example, if you are creating a login for public users to be able to view your Job Postings pages, you might call the group "Job Posting Public Users" or something similar.

  3. In the Group Type section, check the Public checkbox. Most of the other fields in this section will then be grayed out.

  4. If you want to restrict the pages this group of public users can see - i.e. you want to restrict their access to a particular part of your web site, check the Personalization checkbox. This will allow you to later limit this group's access to a particular page or pages within your site.

  5. Ignore the settings in the Edit Mode section.

  6. Click Save.

  7. You do not need to select anything on the Members or Editors tabs. Members will generally be added to this group by people applying for login access to your site.

  8. On the Sites tab, indicate which sites this group of users will have access to.

  9. Click Save. You will return to the Group Search page. Public groups display a special icon to identify them as public.

Flagging a group as a Public group disables all settings for the group except for “Personalization” and “Make available for External Applications and PageTypes”. Public groups do not have any permissions, are not eligible for workflow and cannot belong to multiple sites. Any user in the system (Public or Non-public) can be assigned to a public group.

Step 2: Creating a user account Application Form

When you create an Application Form for public users, you can specify that accounts created via the application form, be created as Public User Accounts. This changes the default view of the Application Form to ask for only email address, password and preferred full name by default. You can choose to require other information such as firstname and lastname if you choose. Users created through this form will be automatically flagged as public users and cannot be assigned to a non-public group.

  1. On the Home page or in any other location you choose, create an Application Form page.

  2. In the Application Form Properties section make sure you check the Create Accounts as Public Accounts checkbox.

  3. If you want to automatically add all new public users to a particular Public User Group, you need to:

    • Go to the Site Profile Questions section of the Application Form, mouse over the New button, and select Custom Group (Single Selection). This will result in a question that has only one answer already selected - the answer is the name of the Public User group you created in Step 1.

    • For the Question Text you can enter anything - e.g. Job Posting Public User Group.

    • In the Custom Group Answers section, locate the public user group you created and check its box.

    • Click Save to save and return to the main Application Form page.

    • Be sure to check the Active checkbox for your new custom group question.

    • With this question in place, each new user applying with this form will be automatically added to the user group you specified in the Custom Group Answers.

  4. The rest of the sections are optional - you may wish to include introduction, conclusion and thank you text to inform your users.

  5. Publish the page.

  6. Edit the page and go to the Design tab and uncheck the Include in Child List and the Include in Section Menu checkboxes. This will prevent this page from being displayed in these locations. They don't need to be here as your Login page is going to provide a link to this page.

  7. Publish the page again.

Step 3: Creating a Login Page

The Login Page is what your public users will use to log into the pages they are trying to view, that you have restricted. The login page asks them to log in. If they do not already have an account, there is an optional link you can include that will reroute them to the application form you created.

Note: These instructions are primarily for login pages for ACM login as opposed to ACTIVE Passport. For pages that use Passport, the only controls on the Content tab of the Login page type that apply are the Post Login Page checkbox and the Public Login checkbox in the Login Properties section. See Creating login pages.

Step 4: Activating Public User Account Applications

After public users have submitted their completed application form, you need to activate their accounts in the User Manager.

  1. Go to the User Manager.

  2. From the Group/Folder drop-down, select the name of the public user group you created. This will display all users currently belonging to this group. Your new, inactive users, are displayed with a pale-blue P beside them indicating they are inactive.

  3. Locate these users and check the Active checkbox for each one you wish to activate. The users will now be able to log in.

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