Users' Management

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Revision as of 13:19, 15 May 2018 by Leonardo.candela (Talk | contribs) (Roles Management)

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The Users and Groups Management Portlet provides the functionality for managing the available users and groups for each VO/VRE. This portlet can only by accessed by users with the "VO-Admin" role at VO level and with the "VRE-Manager" role at VRE level

Ump main 1-request.png

User Guide

The portlet is divided into 2 main tabs offering distinct functionality for the management of users and groups respectively.

Users Management

Users belonging to the VO/VRE can be managed here. For every user the following information is available in a table view and you can see additional information by simply clicking on the desired row.

  • username: user's username
  • email: user's email address
  • full name: user's full name
  • roles: user's assigned roles for the current VO/VRE
  • groups: user's belonging groups for the current VO/VRE
  • request date: date user requested to join the VO/VRE
  • validation date: date user has been added to the VO/VRE
  • acceptance manager: who added the user to the VO/VRE

When the available information is not shown completely a balloon is displayed if you point the specific field with the cursor.

Ump-aditional info bubble.png

The following image shows how user's details are displayed: Ump-details modal.png

When you select one or more rows the following options are activated:

  • Deselect All: unselects the selected rows
  • Edit Selected: Edit the selected users' roles and groups. You have the option to remove the pre-existing roles and groups before adding the new ones
  • Assign Roles: Assign roles to the selected users
  • Add to Group: Add the selected users to any of the available groups
  • Delete Selected: Remove the selected users from the VO/VRE. You have the option to send a custom message to the user being removed from the VO/VRE

These options are displayed on the top of the table as you can see below: Ump-user selected-options.png

Edit User Info

Clicking on Edit Selected you can edit users' roles and groups. A modal is displayed showing the current roles and groups and you can perform any change.

Ump-mass edit users.png

  • The same options are available separately by clicking on the Assign Roles or Add to Group options.

Manage Join Requests

Requests for joining the VO/VRE are displayed on the top right corner of the users management tab. In order to manage these requests you should click on them and a window appears showing all the requests.

Ump main 1-request.png

You can decide which users will be added or rejected from the VO/VRE. Multiple acceptance/rejection is available by first selecting the requests and then click on the Accept Selected or Reject Selected option on the top of the window. Alternatively you can accept or reject all requests by clicking on the Accept All / Reject All options at the bottom right corner. Both options are highlighted in the following image.

Ump requests modal.png

Filter Users

Search is available in order to filter the available users. Start typing on the search text box and rows are automatically filtered

Ump filtered grid.png

Groups Management

Managers of a VRE can create groups and assign a subset of VRE's members to them. Groups can be then used to give access to specific functionality only to their members and more.

Ump-groups mgmt.png

For every available group the following information is available:

  • Name: the group's name
  • Description: the group's description (optional)
  • Number of users
  • Creation date
  • Last modification date
  • Creator's name

By simply clicking on a group's row a window is shown listing group's members. At the bottom you have the option to click on the Add Users button in order to easily add more members to this group.

Ump group memberd add-user highlight.png

Create new Group

By clicking on the New Group option you can create a new group. A title is required and optionally you can add a description

Ump-new group.png

Edit Existing Group

You can edit the name and/or description of a group by first selecting it and then click on the Edit Group option. In addition you can delete it by clicking on the Delete Group option, as this can be seen below.

Ump-groups options.png

Roles Management

By using either the Edit User Info or the Assign Role menu entry of the User Management it is possible to assign roles to users. The following roles are supported:

  • Accounting Manager: this role is envisaged to ... Users with this role can
    • ...
  • Catalogue Admin: this role is envisaged to manage the Resource Catalogue serving the VRE (if any). In particular, users with this role can
    • view the private items;
    • publish new items;
    • edit or delete any of the VRE items;
    • make items public or private.
  • Catalogue Editor: this role is envisaged to manage the Resource Catalogue serving the VRE (if any). In particular, users with this role can
    • view the private items;
    • publish new items;
    • edit or delete the items they are owner of;
  • Data Manager: this role is envisaged to ... Users with this role can
    • ...
  • Infrastructure Manager: this role is envisaged to ... Users with this role can
    • It is recommended to not assign this role to VRE members;
  • Site Administrator: this role corresponds to the Liferay role. The Site Administrator role grants the ability to manage almost all aspects of a site (i.e. a VRE) including site content, site memberships, and site settings. Site Administrators cannot delete the membership of or remove roles from other Site Administrators or Site Owners. They also cannot assign other users as Site Administrators or Site Owners.
    • It is recommended to not assign this role to VRE members;
  • Site Editor: this role corresponds to the Liferay role. The Site Editor role grants the ability to manage site content, e.g. edit existing pages in a VRE;
    • It is recommended to not assign this role to VRE members;
  • Site Member: this role corresponds to the Liferay role. The Site Member role grants basic privileges within a site (i.e. a VRE), such as the ability to visit the site’s private pages. All the VRE Members are Site Member;
  • Site Owner: this role corresponds to the Liferay role. The Site Owner role is the same as the Site Administrator role except that it grants the ability to manage all aspects of a site (a VRE), including the ability to delete the membership of or remove roles from Site Administrators or other Site Owners. They can assign other users as Site Administrators or Site Owners.
    • It is recommended to not assign this role to VRE members;
  • VO Admin: this role is envisaged to ... Users with this role can
    • It is recommended to not assign this role to VRE members;
  • VRE Designer: this role is envisaged to manage the VREs Management. Users with this role can
    • define a VRE (when assigned to a user at VO Level);
  • VRE Manager: this role is envisaged to manage the VREs Management. Users with this role can
    • create, edit, a VRE (when assigned at VO Level)
    • manage VRE users (e.g. approve / reject membership requests, assign roles, create and manage groups);

Deployment Guide

The portlet is part of the gcube portal bundle. Downloading and installing the bundle will also make this portlet ready to use.