Users

1. Users

Under “Users” in the dashboard, you will find an overview of the accounts that have access to the website's CMS. Here, users can be added, removed, and their permissions adjusted.

1.1 Adding a user

If you have an admin account for the website's CMS, you can grant new users access to the CMS. You invite someone to the CMS using their email address.

1. Click on the orange plus sign at the top right of the window. You will be taken to a screen with a field for entering an email address.

2. Enter the email address of the person who is allowed to access the website's CMS. Also assign a role to this user. Then click on ‘Save’ at the top right.

1.2 Deleting a user

User accounts can also be deleted, e.g. if an employee no longer needs access to the CMS because someone else is taking over maintenance of the website. You can delete an account as follows:

1. Go to ‘Users’ in the dashboard.
2. Find the relevant user in the overview. You can use the search function (the magnifying glass at the top left) if necessary.
3. Select the checkbox next to the name of the user in question. A black bar will appear with the option ‘Delete’.
4. Click on ‘Delete’.
5. A pop-up screen will now appear. Permanently delete? Then click on ‘Delete’.
6. The user will disappear from the overview and will no longer be able to log in to the CMS.

2. Roles & permissions

There are three standard roles that you can easily expand. For example, an editor only works with content, while an admin has full access to the CMS.

All actions in Plate fall into four simple categories:

• View
• Create
• Edit
• Delete

These permissions apply to each part of the CMS, from content to design, from settings to integrations.

You can even give a user access to a specific post type, such as News, Job Openings, or Calendar items. This allows an editor to edit news items, but not general settings.

2.1 Standard roles

There are three standard roles in the CMS:

Administrator: Full access to everything. Ideal for administrators who are responsible for the overall setup.

Developer: Access to almost everything, except users and roles. Perfect for implementation partners or technical staff who can build but do not need to manage users.

Content editor: Only access to content and media management. No access to design, settings, or organizational components.

2.2 Creating a new role

You can also create your own role and assign it to users. To do this, follow these steps:

1. Go to the dashboard.
2. Click on ‘Users’ (person icon) in the menu on the left.
3. Click on ‘Roles’. You will now see an overview of all roles.
4. Click on ‘+ Create role’ to create a new role.
5. Give the role a name and description.
6. Then select the permissions:
1. Access management: this section covers, among other things, the users who have access to the CMS to edit the website.
2. Content: in this section, you can give a user access to certain post types and the Media Library, among other things. Use the filter icon to exclude certain post types.
3. Content model & theming: these sections are mainly relevant for developers and concern the structure of the website's building blocks.
4. Organization: here you will find settings for messages, version management, and redirects, among other things.
5. Multi content: this section gives access to Multi content and everything that goes with it.
7. Click on ‘Save’ in the top right corner. You can then assign the role to users.

2.3 Adjust roles

You can change a role in the dashboard. Here's how:

1. Go to the dashboard.
2. Click on ‘Users’ (person icon) in the menu on the left.
3. Click on ‘Roles’. You will now see an overview of all roles.
4. Move your mouse over the role you want to change. A pencil icon will appear. Click on the pencil icon.
5. Change the role and then click on ‘Save’.

2.4 Removing a role

You can remove a role as follows:

1. Go to the dashboard.
2. Click on ‘Users’ (person icon) in the menu on the left.
3. Click on ‘Roles’. You will now see an overview of all roles.
4. Move your mouse over the role you want to change. A square will appear. Check the box.
5. A black bar will appear with the option ‘Remove’.

3. Users & roles

How can I see which role has been assigned to a particular user?

1. Go to the dashboard.
2. Click on ‘Users’ (person icon) in the menu on the left.
3. Click on ‘Users’ just below the title. You will now see an overview of all users with their email addresses.
4. If you click on the gear icon, you can see which roles have been assigned to that user. You can change this by selecting a different role.
5. You can edit the role directly by clicking on the light gray block with the orange text in it. Please note: You will also edit the role for other users!

And vice versa, how do I see which users have a certain role?

1. Go to the dashboard.
2. Click on ‘Users’ (little person) in the menu on the left.
3. Click on ‘Roles’. You will now see an overview of all roles. At the bottom of the blocks, you can see how many users have been assigned this role.
4. Move your mouse over the icon to see the name of the user(s).