Workbench Access Assigning Users and Roles

Assigning editors to sections

The Editors tab shows you the active editorial sections for your site and the number of users assigned to each section. The page is located at: (admin/config/workbench/access).

This page shows all active sections, ordered according to the hierarchy.

In the secondary column is the count of the users assigned to the section as editors. In a default installation, only one editor is assigned (user 1) to the Museum section.

Clicking either the section title link or the editors count link will take you to a screen that shows a list of active editors for that section.

From this screen, you may add editors by using the autocomplete text form labeled 'Add editors'. Simply start typing the username to find a list of matching records. Once you have selected a user, submit the 'Update editors' button to save the changes.

You may remove an active editor by checking the 'remove' option next to a username and submitting the form.

Users who may 'Assign users to Workbench sections' may also assign editors from a user account page. Click on the 'Sections' tab of the user's account to see a list of all sections. Simply check the boxes for the desired assignments.

When adding an editor, remember that permissions cascade from parent to child. If you want an editor to access the entire Library section, you only need to assign that user to the Library section, the child permissions are inherited automatically.

Assigning roles to sections

Similar to the Editors tab, the Roles tab presents an overview of active editorial sections and the assigned roles for those sections. The Roles tab is located at (admin/config/workbench/access/roles).

Click either the section or role count links to enter the role assignment screen. This screen also has two parts. The first is a table showing all users who are in the roles assigned to the section. The user's role(s) that grant this access are shown as well.

The second element is a set of check boxes for each role which has the 'Allow all members of this role to be assigned to Workbench sections' permission. This part of the form will look similar to:

Roles
    [ ] authenticated user
    [ ] administrator
    Select the role(s) that should have all users assigned to this section.

Simply check the roles that you wish to use for this section. This feature will automatically assign all users of that roles to be editors of the section.

Technical note: The role settings are applied dynamically and not stored with the user account. In effect, if you assign an editor to a section, the editor must be manually removed from that section to remove access. However, if you assign a role to a section, all editors in that role can be removed by disabling the role's access.

For example, if a user named 'falstaff' is assigned as a Museum editor, and falstaff is in the 'administrator' role, removing the administrator role from the Museum section will remove all administrators _except for_ falstaff, since his assignment is specific to his account.