Patient Portal CMS - Settings
Administrators can manage users, categories, workflows and other administrative tasks. You need the correct role to access this area.
Creating or editing users
To manage users, select Settings on the left menu and then the option ‘Users’. You will be presented with a list of existing users and their details.
Image: Settings. You can select one or more users to perform collective actions, such as deletion, activation or deactivation and role assignment. To create a new user, click on the ‘Add a user’ button at the top of the screen.
Image: To create a new user, click on the ‘Add a user’ button at the top of the screen.
You will add the user’s email, name and a temporary password. Next, you can assign one or more roles from the options:
- Administrator: Full access to all admin interface features, including user management.
- Moderator: Can create drafts and publish content, but cannot access the Settings section.
- Editor: Can create drafts but cannot publish them or access the Settings section.
Image: assign one or more roles from the options.
Creating or editing categories
Categories are very useful for classifying your news content. You can add new categories, and edit or delete existing ones via the menu Settings, option ‘Category’.
Image: Categories section.
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