Epi User Access and Permissions

Note:

Only WebAdmin can set up new users
This solution provides an WebAdmin guidance on the permission available to users
General definitions of permissions and access levels can be found here: http://webhelp.episerver.com/latest/cms-admin/access-rights.htm
We are working on adding a form to the epi login screen so a user can self-service a request for access but for now that is not in place. (coming soon)
Users will be able to comment on content within Epi - but this is not yet available (coming soon)

Permission Levels

Epi is very flexible in terms of the access and permissions we can provide to a user. We can provide a user access to many functions or only a particular area, page, block or, image or download.

Some standard user groups have been set up to help us provide general system access. These are:

Global preview only access
Needs the CMSUser permission

Global to local editing access (no publishing access by default)
Needs CMSUser permission and the correct editor permission for the site they should access - labelled [site code]_Editor

Global to local publishing only access
Needs CMSUser permission and the correct editor permission for the site they should access - labelled [site code]_Publish

Administering system users, vistior groups and advanced configuration (no editing or publishing by default)
Needs the WebAdmin permission

Plus, any combination of the above

Note:

The international site uses the site code EN
For access to all sites the GLOBAL permission can be used

Setting up a user

To do this an admin needs to:

Login to Epi and, as shown, select CMS > Admin > Create User
Fill in the fields to create a user
Username should be the Laerdal email address
Password - use a password generator to create a secure password for this user: eg. http://passwordsgenerator.net
Remember to tick the "Active" box as shown
Add the permissions a user should have to the "member of" area from the "not member of" area
Click "Save" button once you are finished
Email user to notify them of their username and password so that they can log in and preview the content in Epi. It is worth encouraging a new user to customise their password.

3 tips:

You can send a user the URL of the content you want them to view and that will lead them directly to the exact page/block after login. eg. The following link send a user to the US version of the support page after log in.
http://epi.laerdal.global/laerdalcms/CMS/?language=en-US#context=epi.cms.contentdata:///42&viewsetting=viewlanguage:///en-US
So they can change their password you can use this screenshot to help inform them where they can do this:
Some general guidance on how a user can preview content effectively (simulate live page and devices) is available here:
http://webhelp.episerver.com/latest/cms-edit/previewing-content.htm