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Overview
 

Before creating a new CMS user, it is important that the same user exists as an Administrator on the website. This way, when the user attempts to access legacy admin pages via the CMS, their credentials are verified and the page is loaded correctly. Website. As long as the CMS User and Website user share the same email address, the link will be automatic and the Administrator's experience with both interfaces will be seamless.

Follow the guide below to create both the Website Administrator and CMS User logins. 

Step-by-step guide

To First, create a new CMS user: 

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the user as a Website Administrator: 

1. Login to the CMS.
2. Navigate to Users --> Website Users. 
3. Click 'Add New User'.
4. Populate the user's Name and Email Address fields.
5. Assign an Account code
6. Set the 'Initial Role After Login' to 'Website Administrator'.
7. Click 'Save & Exit'.
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Next, create the CMS user: 

1. In the CMS, navigate to 'to Users --> CMS Users'.
2. Click 'Add New User'. 
3. Populate the required fields, ensuring that:
• the 'User Name' does not contain spaces or special characters.
• the 'Email' is  = the same email address used at Step 1 for the web 4 above, when the Web Admin user was created. 
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4. The 'Organisation ID' field should be pre-filled with your organisation name. There is no need to edit. 
5. Select Click 'Add New Site' and select the website from the 'Site Name' drop-down list.
   • If the user will require access to multiple sites (e.g. Live and Stage), use the 'Add New Site' optionrepeat the above step. Remember, the user will need an Administrator login on each website you add here.
6. Click 'Save & Exit'. 
7. Click either the green confirmation message or the 'Manage Roles' button to configure the user's CMS roles.
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8. Tick 'Administrator' and any other applicable roles, and click 'Save'. 

The new user will now be able to login to the CMS and access the site's existing backend pages, as well as the new CMS functionality.

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