Difference between revisions of "Drupal/C3/People-Management/English-timed"

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| 00:06
 
| 00:06
 
| In this tutorial, we will learn about:
 
| In this tutorial, we will learn about:
 
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'''People Management''' and
'''People Management''' and
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Setting up specific task-based roles.
  Setting up specific task-based roles.
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| 00:14
 
| 00:14
 
| To record this tutorial, I am using:
 
| To record this tutorial, I am using:
 
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'''Ubuntu Linux''' Operating System
'''Ubuntu Linux''' Operating System
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'''Drupal''' 8 and
'''Drupal''' 8 and
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'''Firefox''' Web browser.
'''Firefox''' Web browser.
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You can use any web browser as per your choice.
 
You can use any web browser as per your choice.
  
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| Here, let’s say the''' Summer Intern''' can-  
 
| Here, let’s say the''' Summer Intern''' can-  
Create new events
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Create new events
Delete only their own events and
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Delete only their own events and
Edit only their own events.
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Edit only their own events.
  
 
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| 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
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Delete other people’s content
Delete revisions
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Delete revisions
Edit any other events that they’ve not created.
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Edit any other events that they’ve not created.
  
 
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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.

Contributors and Content Editors

PoojaMoolya, Pratik kamble, Sandhya.np14