Nuxeo Platform User Documentation

Managing Users and Groups

Updated: March 2, 2017 Page Information Edit on GitHub

Only administrators and power users can create, edit and delete users and groups. They can create new users and groups, modify their properties or delete them. It is also possible to connect the Platform to an external directory (LDAP directory for instance). Users can only consult users and groups directories.

When you use an external directory for users and groups, the actions available on users and groups are limited, even to administrators.

Users and groups management is available:

  • from the Admin Center, in the Users & groups tab,
  • from the Home tab, in the Users & groups tab.

Managing Users

By default, the Nuxeo Platform has one user, called Administrator, who is the administrator. You must use it to create new users and delegate them permissions.

Users must be at least in "administrators" or "members" group, or one of their sub-groups to be able to browse the application's content.

User's Parameters

The whole set of information about users consists of the items below:

Field Description
Username The name the user will use to log in.
First name First name of the user
Last name Last name of the user
Company Company or organization of the user
Email email of the user
This address is used for alerts.
Password User's password
Password (Verify) User's password
Groups for this user Groups of which the user is a member.
User must be at least in 'administrators' or 'members' group, or one of their sub-groups.
Virtual groups for this user  
Avatar Image that represents the user in the application.
Birth date User's birth date
Phone number User's phone number
Gender User's gender. Default value is Male.

The avatar, birth date, phone number and gender are personal information that can only be set by the user himself. They are not available from the Admin Center Users & Groups user interface.

Inviting a New User

Inviting a new user means creating a user account without setting its password, and having the user validate the invitation.

  • To invite a user, go to Admin Center > Users & groups. Click on the Create a new user button and fill in the user creation form and leave Set user password to No. An invitation email is sent to the user at the email address you filled in. The user account is pending the user validation and the user account is not available in the user search results.
  • To validate the invitation, click on the validation link in the invitation email. Define your password and click on the Submit button. You are redirected to the login page of the Nuxeo Platform: you can now log in and use the Platform.

Creating a New User Account

When you create a new user account immediately, you choose and set the user's password.

To create a user, go to Admin Center > Users & groups. Click on the Create a new user button and fill in the user creation form and check Yes to Set user password.

If you need to create several users check the box Create another next to the Create button. The user is saved and the user creation form is displayed so you can immediately create another user.

The user can immediately connect to the Nuxeo application using his or her username and password.

Editing a User's Properties

Only administrators and power users can modify other users' properties. But every user can modify his own properties from the Profile tab of his Home.

You cannot edit the username, as it is the ID of the user on the application.

When you are using an external directory for users management, the Edit tab is not displayed as you cannot edit the users' properties (managed directly from the directory).

To modify a user's properties, go to Admin Center > Users & groups. Search a user and click on the user's name to open his or her card. Edit it by modifying the fields in the modification form.

Changing a User's Password

Only administrators and power users can modify other users' password. However every user can modify his or her own password from his/her Home > Profile tab.

When you use an external directory for users management, the Change password tab is not displayed as you cannot edit your password.

To modify a user's password, go to the Admin Center > Users & groups and click on the Change password tab.

Deleting a User

Only administrators and power users can delete users.

Deleting a user is a permanent action.

To delete a user, go to Admin Center > Users & groups. Search a user and click on the user's name to open his or her card. Click on Delete and confirm.

Managing Groups

Groups of users can be created and their properties modified directly in the Nuxeo Platform.

To make permissions management easier, you can create groups of users. Instead of giving (or denying) permissions to single users and repeat the same operations several times, you can give several users the same permission in one single manipulation by using a group.

Default groups are:

  • members: Users in this group are the end-users users of the application.
  • power users: Users in this group are the functional administrators of the application. They have a restricted access to the Admin tab, the administration user interface of the Nuxeo Platform, from which they can manage users and groups and edit the vocabularies.
  • administrators: Users in this group are the technical administrators of the application. They have access to all the Admin tab features and are in charge of managing the application. Beside the functional administration features, they can edit the application configuration, install packages on the application, consult the application's statistics, restart the server, etc.

Default groups

Users must be in one of the groups "members" or "administrators" to be able to access content. Power users must be in both the "power users" and "members" groups.

Groups can be composed of users and of sub-groups. Sub-group's members automatically become members of the parent group. Thus, they are granted all the permissions you give to the group. You can create as many groups as needed.

Groups Parameters

Field Description
Group name The ID of the group.The ID cannot be modified.
Group label The name of the group displayed to users.
Group's members Users that belong to the group.
Sub-groups Groups that belong to the group.

Creating a Group

Only administrators and power users can create groups of users.

To create a group of users, go to Admin Center > Users & groups > Groups. Create a new group and save.

If you need to create several groups, check the box Create another next to the Create button. Your group is saved and the group creation form is displayed so you can immediately create another group.

Editing a Group

Only administrators and power users can modify groups.

Modifying groups most often consists in adding or removing members of the group. The name of the group cannot be changed.

To edit a group, go to Admin Center > Users & groups > Groups. Search a group and click on its name to open its card. Click on the Edit tab, modify the group's members and click on Save button. The users who are no longer members of the group are denied group's permissions. However they still have their individual permissions.

Deleting a Group

Only administrators and power users can delete groups.

To delete a group, go to Admin Center > Users & groups > Groups. Search the group to delete and click on its name to open its card. Click on Delete and confirm.

20 days ago Solen Guitter Improve content reuse on user management
22 days ago Manon Lumeau add pages about personal space and administration
22 days ago Manon Lumeau Update User doc with Web UI
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a year ago Manon Lumeau 41 | replace "access rights" by "permissions"
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5 years ago Solen Guitter 13 | Added link to the User home page
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5 years ago Solen Guitter 11 | Added link to related customization page
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History: Created by Solen Guitter