How to use the members only permissions in Concrete5
Members only function / settings on concrete5 5.6
This guide talks you through a number of ways that you can utilise group / member settings in concrete5. Each section has a heading relating to the content in that section. Scroll through to see if any are relevant to what you require. If you are just getting started, having a general read through first and then deciding what you want to do, might be helpful.
Quick links to the below sections:
- To make your entire site members only
- Allowing public registration
- Setting up a members only group
- Creating members only content
- Take members straight to exclusive content after login
To make your entire site members only
First of all, log into your concrete5 site. Next, hover over 'dashboard' in the top right and click on 'System & Settings'.
The System & Settings page will load. Next, you will need to click on the 'site access' link under 'permissions and access'.
In the 'viewing permisssions' section, click on the radio button that says 'members' and click 'save' in the bottom right corner.
Now when anyone tries to access your site, they should see this:
Allowing public registration
Go to your dashboard > system & settings. Navigate to the 'login & registration' settings and click on the 'public registration' link.
Once you click into this, you will see several options. Under 'Allow visitors to signup as site members?', you can choose to:
- Leave the function turned off.
- Turn site registration on with email validation
- Turn site registration on with manual approval
- Turn site registration on - sign up and go. This will create the account immediately.
Click on whichever you prefer. For the purpose of this guide, we will click on site registration with email validation.
Under the 'options' section, you can choose to 'send email when user registers'. This will alert the email recipient to any new registrations. You will need to input an email address for this.
You can also enable CAPTCHA (recommended), enable OpenID or require that the user inputs their email address to log in. Once you have modified this form to your requirements, click 'save' in the bottom right corner.
Now when you go to your website, there will an option at the bottom for new users to register and become members.
Setting up a members only group
Log in to your concrete5 site and click on 'dashboard'.
Next, navigate to the members section and click on 'User Groups'.
Once the page loads, click 'Add Group'.
Fill in the form that appears. There are two fields, name and description. For name, fill in members / clients (or whatever you deem appropriate). In the description, type something like 'enjoy member priveleges'. You can set up 'group expiration' actions if you require.
Click 'add' in the bottom right corner.
Your new group will now have been added. You can manually add new members and then add them to your new member user group. To do this, go back to your dashboard and click 'search users'.
Next, click 'add user' in the top right corner.
After you have clicked 'add user', a form will appear. You will have to fill in the details for the member and then tick the 'members' checkbox at the bottom of the form. Next, click 'add'.
A 'user created' message will appear to confirm that your form was successfully submitted.
Alternatively, you can assign users to the members group if they have already registered with your site themselves.
To do this, go back to 'search users', click on the tick button next to the user and on the dropdown at the top click 'Add to Group'.
A box will pop up with a field at the top. Once you click on this box, your list of groups will show. Click on the members group.
Next, click 'save' in the bottom right corner.
Creating members only content
If you want to keep the site viewable to the public but want to still create member only content (pages only visible to members), the following guide shows you a way of doing it.
First of all, create your content / page. If you haven't already done this, you can do it now / later and refer back to this portion of the guide.
Navigate to the page that you want to make members only. In the top left corner, hover over 'edit' and click on 'permissions'.
A form will appear saying 'who can view this page?', 'who can edit this page?'. Tick the appropriate groups and click 'save' in the bottom right corner.
You can also edit the caching settings by hovering over and clicking 'Full Page Caching'.
A box will pop up and you can choose to cache the page, not to cache the page (which you may want to do since it is a members only section) or to cache for certain periods of time. Click 'save' after you have specified your preferences.
Take members straight to exclusive content after login
Go to dashboard > system & settings. Navigate to the 'login & registration' area and click on 'login destination'.
A form will appear with several radio buttons. Click on the custom page button and then click on 'select page'.
A box will pop up and you can choose the page from the selection available.
After you have selected the page that you require, you will be redirected to the original form and will need to click 'save' in the bottom right corner.
Now when users log in, they will be taken straight to the members only content. Please note that any one who logs in will be taken to this section. So if not all registered users fall under the 'member' category, you won't want to do this.
This is a simple guide for getting you started with the basics of user permissions in concrete5. There are many more advanced / complex settings. You will be able to find out more about this on the concrete5 website.
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