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[TASK] Update create backend users and groups
including screenshots Releases: main, 13.4
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.. include:: /Includes.rst.txt
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.. include:: /Includes.rst.txt
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.. _setup-user:
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.. _creating-a-new-user-for-the-introduction-site:
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.. _setup-user:
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.. _creating-a-new-user-for-the-introduction-site:
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=================
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Setting up a User
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through the process of creating a new user. To make it more
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interesting, we will also create a new user group.
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.. contents:: Table of contents
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.. _step-create-a-new-group:
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.. _step-create-a-new-group:
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Step 1: Create a New Group
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==========================
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Let's create a new user group using the *Access* module.
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If you have access to the console there is a quick console command which
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creates basic user groups for you. You can adjust them to your needs:
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendAccessCreateNewGroup.png
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:alt: Creating a new backend group from the Access module
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.. tabs::
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.. group-tab:: DDEV
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Start by entering the name ("Resource editors"), optionally
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a description and choose "All users" as sub-group.
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.. code-block:: bash
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendAccessNewGroupGeneralTab.png
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:alt: Entering the general information about the new group
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ddev typo3 setup:begroups:default -g Both
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.. group-tab:: Composer
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Let's keep things simple for the further permissions. Try to do
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the following:
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.. code-block:: bash
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- for **Modules**, just choose "Web > Page" and "Web > View"
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- for **Tables (listing)** and **Tables (modify)**, choose "Page"
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and "Page content"
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- for **Page types**, select "Standard"
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vendor/bin/typo3 setup:begroups:default -g Both
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and save.
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.. group-tab:: Classic
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Move to the "Mounts and workspaces" tab and select the "Resources"
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page as DB mount. To achieve that easily start typing "Res" in
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the wizard at the right-hand side of the field. It will display
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suggestions, from which you can select the "Resources" page.
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.. code-block:: bash
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendAccessNewGroupDBMount.png
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:alt: Defining DB mounts using the suggest wizard
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typo3/sysext/core/bin/typo3 setup:begroups:default -g Both
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If you did not auto-create the user groups, create one in the backend module
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:guilabel:`System > Backend Users`. Use the dropdown in the module header
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to switch to the "Backend User Groups" submodule.
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Let's ignore all the rest. Use the "Save and close" action
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to get back to the group list.
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendUserGroupsModule.png
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:alt: Screenshot of the Module "Backend Users", submodule "Backend User Groups" in the TYPO3 Backend
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Click the button "+ Create a new backend user group" if you want to create a new group. Or edit one of those created by the command.
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.. _step-create-the-user:
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Start by entering the name for the new group, optionally inherit from group
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"Editors".
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendUserGroupsTabGeneral.png
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:alt: Tab General with the backend user group title and Group inheritance
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Enter a name for the group
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Let us keep things simple for the further permissions.
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Go to tab **Module Permissions**:
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendUserGroupsTabModule.png
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:alt: Tab "Module Permissions" with the list of allowed modules
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For **Allowed Modules** choose "Web > Page" and "Web > View"
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Then to tab **Record Permissions**:
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendUserGroupsTablePermission.png
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:alt: Tab "Record Permissions", field "Table Permissions" with option Read & Write chosen for tables Page and Page Content
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Choose **Table Permissions** choose "Read & Write" for tables Page and Page content
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On the same tab in field "Allowed page types" Choose "Standard".
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Move to the "Mounts and workspaces" tab.
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendUserGroupsTabMounts.png
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:alt: Tab "Mounts and workspaces" in the backend user group edit form.
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Select the "Startpage" page as DB mount (starting point for the page tree).
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Then save the user group by clicking the "Save" button in the module header.
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.. _step-create-the-user:
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Step 2: Create the User
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=======================
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Similarly to what we have done before, let's create a new
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user using the *Access* module.
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You can quickly create a backend user using a TYPO3 console command and following
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the prompt:
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendAccessCreateNewUser.png
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:alt: Creating a new backend user from the Access module
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.. tabs::
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.. group-tab:: DDEV
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Enter the username, password, group membership:
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.. code-block:: bash
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendAccessNewUserGeneralTab.png
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:alt: Setting the base information for the new user
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ddev typo3 typo3 backend:user:create
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.. group-tab:: Composer
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.. code-block:: bash
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vendor/bin/typo3 typo3 backend:user:create
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.. group-tab:: Classic
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.. code-block:: bash
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.. note::
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typo3/sysext/core/bin/typo3 typo3 backend:user:create
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If we were creating a new administrator, we would just need
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to check the "Admin (!)" box. Admin users don't need to belong
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to any group, although this can still be useful to share
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special settings among administrators.
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If you prefere to use the TYPO3 backend, in the backend module
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:guilabel:`System > Backend Users` use the drop down in
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module header to switch back to the "Backend Users" submodule. You have a
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button to create a new backend user there.
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Now switch to the "Mounts and workspaces" tab
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to ensure that the "Mount from Groups" settings are set:
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendUserCreate.png
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:alt: The main submodule Backend users of the backend user module
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendAccessNewUserMountFromGroups.png
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:alt: Checking the "Mount from groups" setting
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Click the button "Create new backend user"
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This makes it so that the DB and File mounts are taken from
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the group(s) the user belongs to and are not defined at user-level.
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Enter the username, password, group membership:
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendUserCreateTabGeneral.png
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:alt: Setting the base information for the new user
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.. note::
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If we were creating a new administrator, we would just need
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to check the "Admin (!)" box. Admin users don't need to belong
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to any group, although this can still be useful to share
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special settings among administrators.
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Save and close the record. We will check the result of our work
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by using the simulate user feature we saw earlier.
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendAccessSimulateResourceEditor.png
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:alt: Let's simulate our new user!
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.. figure:: /Images/ManualScreenshots/UserManagement/SimulateEditor.png
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:alt: A backend user in the backend user module with their action buttons.
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Click the switch to user button
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If you used the default "Editors" group you should see this:
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You should see the following:
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.. figure:: /Images/ManualScreenshots/UserManagement/SwitchUserMode.png
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:alt: The TYPO3 backend viewed by a standard editor
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.. figure:: /Images/ManualScreenshots/UserManagement/BackendResourceEditorUser.png
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:alt: The backend as seen by Resource McEditor
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Use the User menu on the top right to find the "Exit switch user mode" button and switch back to your admin world.
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