TABLE OF CONTENT

Manage accounts and access to the site

Users are individuals who have access to the site's backend – their role or function within your organisation requires them to manage, contribute to or monitor what is done there.

Creating an account

• On your site's dashboard
• In the left-hand menu, click on ‘Accounts’ then ‘Add’
• On this new page, you can enter a number of details in the fields provided (name, email, username, password, role, etc.)

<aside> ⚙

Two pieces of information are required to create an account:

• username - name or nickname
• email address - the person's primary contact. Any notifications from the site (new password, potential issues) will be sent to this email address. Please ensure that you enter it correctly and that it is active! </aside>

Managing roles

WordPress allows you to assign different roles to different people who are authorised to access the site's backend*. This allows you to limit the actions that can be performed or, conversely, to grant more rights to a person depending on what is expected of them on the site.

<aside> 🔥 It is important to understand the scope of each role: some platforms have dozens of accounts, and poor role management can lead to disastrous mistakes.

</aside>

Here is a list of the different roles available:

• Administrator: access to all WordPress administration features
• Editor: can publish and manage their own pages as well as those of other users
• Author: can publish and manage their own articles only
• Contributor: can write and manage their own articles but cannot publish them
• Subscriber: default role, the person cannot access the dashboard. This can be useful, for example, to allow people to leave comments on articles
• Super Admin: this is the role of your support team (technical management of the site)

Recommendation :

In order to protect your site from dangerous manipulation, it is best to assign the role of Administrator to a limited number of people. The Editor role is sufficient for performing all common operations on a site (creating pages and articles, editing them, publishing them).

Once the role of a new user has been established, click on ‘Add account’ to confirm the creation of the new account. The person will receive an email almost instantly containing a link allowing them to create their password. Once this has been set up, the new person can log in.

<aside> 💡

We recommend leaving the ‘Send an email to the person about their account’ box checked to ensure data confidentiality.

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