Difference between revisions of "Drupal/C3/People-Management/English-timed"
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| In this tutorial, we will learn about: | | In this tutorial, we will learn about: | ||
| − | + | '''People Management''' and | |
| − | + | Setting up specific task-based roles. | |
| − | + | ||
|- | |- | ||
| 00:14 | | 00:14 | ||
| To record this tutorial, I am using: | | To record this tutorial, I am using: | ||
| − | + | '''Ubuntu Linux''' Operating System | |
| − | + | '''Drupal''' 8 and | |
| − | + | '''Firefox''' Web browser. | |
| − | + | ||
You can use any web browser as per your choice. | You can use any web browser as per your choice. | ||
| Line 195: | Line 193: | ||
| 04:06 | | 04:06 | ||
| Here, let’s say the''' Summer Intern''' can- | | Here, let’s say the''' Summer Intern''' can- | ||
| − | + | Create new events | |
| − | + | Delete only their own events and | |
| − | + | Edit only their own events. | |
|- | |- | ||
| 04:18 | | 04:18 | ||
| What we’re not going to allow the''' Summer Intern''' to do is - | | What we’re not going to allow the''' Summer Intern''' to do is - | ||
| − | + | Delete other people’s content | |
| − | + | Delete revisions | |
| − | + | Edit any other events that they’ve not created. | |
|- | |- | ||
Revision as of 12:58, 7 October 2016
| Time | Narration |
| 00:01 | Welcome to the Spoken tutorial on Drupal People Management. |
| 00:06 | In this tutorial, we will learn about:
People Management and Setting up specific task-based roles. |
| 00:14 | To record this tutorial, I am using:
Ubuntu Linux Operating System Drupal 8 and Firefox Web browser. You can use any web browser as per your choice. |
| 00:29 | Let's learn about People management. |
| 00:31 | I have switched back to the ZIRCON theme and we will keep this theme for the rest of this tutorial. |
| 00:39 | People management is really very important. |
| 00:42 | It’s actually very complicated to get right. |
| 00:46 | We have to do it just once, but correctly. |
| 00:50 | Let’s click on People. |
| 00:53 | People in Drupal are given roles that have permissions. |
| 00:58 | Through the permission structure, Drupal allows us to control what people can see and what people can do. |
| 01:06 | Now it’s important to remember a few things here. |
| 01:10 | Remember that you are user no.1 - that is the super user. |
| 01:15 | Nobody can change your permissions. |
| 01:18 | There is a user below that’s called ADMINISTRATOR. |
| 01:23 | Administrators are generally given permissions to manage the entire site. |
| 01:29 | But still they are not as high as User No.1. |
| 01:33 | Authenticated Users are logged in people who have certain rights. |
| 01:39 | Lastly, Anonymous Users are visitors who are not logged in. |
| 01:45 | Usually, Anonymous Users can just view the content that’s not protected and do nothing else. |
| 01:53 | Another important thing to remember is, to set up roles that are specific to the tasks on the site. |
| 02:01 | Suppose we have a summer intern who is only allowed to update Events, not Articles or Pages or User Groups. |
| 02:11 | This summer intern needs to have his/her own role so that you can manage the permissions. |
| 02:19 | We will set that up shortly. |
| 02:22 | For now, let’s click on Permissions tab. |
| 02:26 | Scroll down slowly and see what’s available. |
| 02:30 | The list gets longer and longer and longer -
for every Content type we add, for every Module we add and |
| 02:39 | for every View we build. |
| 02:42 | People management in Drupal is about what people can do. |
| 02:46 | Next, we will add a new role, give it some permissions and test it out. |
| 02:52 | Let’s click Roles. |
| 02:54 | Let’s add a new role here called "Summer Intern". |
| 02:59 | Drupal will give it a machine name, as always. |
| 03:03 | Click Save. |
| 03:05 | Now we have a new role Summer Intern, that doesn’t have any permissions yet. |
| 03:12 | I like to move my roles in the order of ability or permissions. |
| 03:17 | It just helps me to see the roles in a logical order - who has what permissions. |
| 03:24 | Let’s click Save order. |
| 03:27 | Now we need to give our new role some permissions. |
| 03:31 | Click on Permissions tab. |
| 03:34 | We can see that this page is the overview of everybody’s permissions. |
| 03:39 | Let’s go back for a second by clicking on Roles tab. |
| 03:44 | Click on Summer Intern and select Edit permissions. |
| 03:51 | Now, we just see the permissions for the Summer Intern and it’s a little bit easier. |
| 03:58 | Scroll down and locate the Content type called Events - it’s about half way down for me. |
| 04:06 | Here, let’s say the Summer Intern can-
Create new events Delete only their own events and Edit only their own events. |
| 04:18 | What we’re not going to allow the Summer Intern to do is -
Delete other people’s content Delete revisions Edit any other events that they’ve not created. |
| 04:30 | We are also not going to allow them to revert back to an old version. |
| 04:37 | We will give our editors those particular powers. |
| 04:41 | This is a pretty limited role. |
| 04:44 | Now, scroll all the way down to the bottom and click Save permissions. |
| 04:50 | And notice again -they can’t edit views, |
| 04:54 | they can't edit books, they can’t even post comments without somebody approving it. |
| 04:58 | So, this is a very limited role. The third step is to add a person. |
| 05:06 | We have set up the roles, added the permissions. |
| 05:11 | Now, let’s add a user. And here, we can give a fake email address. |
| 05:18 | It just has to be in a valid format. |
| 05:22 | I’ll just say intern@email.com because we’re not going to actually email them. |
| 05:31 | In Username, we’ll type "Sam" and we’ll use 'sam' as the password also. |
| 05:38 | It is a very insecure password. But it is fine for now, as this is a local machine. |
| 05:47 | We need to change the Status to Active |
| 05:51 | and he should have the Summer Intern role. |
| 05:53 | We can add a picture if we want to. |
| 05:56 | For now, we will turn off the Personal contact form. Because summer interns don’t need to be contacted. |
| 06:06 | Lastly, click Create new account. |
| 06:10 | The success message tells us that our account is created for Sam and no email has been sent. |
| 06:17 | So, now on our user list, we can see Sam. |
| 06:21 | When we set up new users like this, a very important thing to do is to test. |
| 06:29 | Let’s logout and login as Sam and test. |
| 06:33 | But the problem is - what happens if Sam was a real user and he decides to change his password. |
| 06:41 | We can not just randomly change other people’s password when we need to test their accounts. |
| 06:48 | That’s not ethical. |
| 06:49 | There is a fantastic module at drupal.org/project/masquerade. |
| 06:55 | The Masquerade module allows us to do exactly what it says - masquerade as somebody else. |
| 07:03 | We can masquerade as the Summer Intern to find out if we have set their permissions correctly. |
| 07:10 | I have already installed Masquerade module in my machine. |
| 07:14 | Please install it in your machine also. |
| 07:18 | You may refer to the tutorial “Adding functionalities using Modules” for installing new modules. |
| 07:26 | For your convenience, the Masquerade module is provided in the Code Files link in the webpage of this tutorial. |
| 07:34 | Please download and install it. |
| 07:37 | Once it is installed, you can see a new link Unmasquerade in the login area. |
| 07:43 | To use the Masquerade, go to the People page. |
| 07:48 | Click on the Edit drop-down of the user Sam and select Masquerade as. |
| 07:55 | Notice that as soon as we Masquerade as Sam, the toolbars are gone. |
| 08:01 | This is because the role of the user Sam does not have permissions to use administrator toolbars. |
| 08:08 | When we click on Add content, the only thing we are able to create is an event. So far so good. |
| 08:17 | If we click on Our Drupal Manual and then on Installing Drupal, we can’t edit. |
| 08:23 | There are no tabs. |
| 08:25 | Same thing if we go to the Forums. |
| 08:29 | And once again, we cannot edit. |
| 08:32 | We are able to leave a comment. But it won’t be automatically approved. |
| 08:38 | Once again, we can click on an event but we are not able to edit it or delete it. |
| 08:45 | It looks like our permissions are right. |
| 08:47 | Now, go back to the administrator role by clicking on Unmasquerade link. |
| 08:54 | With this, we come to the end of this tutorial. |
| 08:57 | Let us summarize. In this tutorial, we have learnt about People Management and adding a new user. |
| 09:15 | This video is adapted from Acquia and OSTraining and revised by Spoken Tutorial Project, IIT Bombay. |
| 09:25 | The video at this link summarizes the Spoken Tutorial project. |
| 09:29 | Please download and watch it. |
| 09:32 | The Spoken Tutorial Project team conducts workshops and gives certificates. For more details, please write to us. |
| 09:40 | Spoken Tutorial Project is funded by NMEICT, Ministry of Human Resource Development and NVLI, Ministry of Culture, Government of India. |
| 09:52 | This is Ameesha Bhorkhade, signing off. Thanks for joining. |
