Adding or changing a user

(Also changing a user's role)

Add the user in WordPress Users

username: First_Last
choose the role
- Subscriber (level 0)
- Reviewer (level 1)
- Proofreader (level 2)
- Author (level 3)
- Editor (level 4)
- Administrator (level 5)
no secondary role

When added, edit the user settings

Toolbar: uncheck Show toolbar when viewing site
check the nickname
choose display name: usually first name only

Follow further instructions depending on the role of the user:

Login to the site as the new or changed user

- On the Home page, click on Edit/review post
  - Collapse the menu bar on the left
  - Screen Options:
    - Screen elements:
      - Right column: check if present
      - Left column: check if present
      - Revisions: check or not (revisions won’t show anyway for Proofreaders)
      - Pages addition / Excerpt: check
      - Review status: check
      - Post & pages default: check
    - Layout: 1 column
  - Screen elements sequence:
    1. Publish
    2. Review Status (ACF)
    3. Pages addition / Excerpt
    4. Post & pages (ACF)
    5. Left Column (if present)
    6. Right Column (if present)

- Do the same again for a Post, e.g. the !Reviewer Sandbox in the List of posts to review.

Login to the site as the new or changed user
- - Click on +New, then on Choose a post template…
    - Collapse the menu (left bar)
    - Screen Options:
      - Columns: uncheck all
      - Pagination: 100
      - View mode: Compact view
        …Apply
    - Make a New Sandbox for this user, e.g. Judy’s Sandbox, save it as a draft.
      Note: no need to change the Category to Sandbox
- - Open a Post (edit/review post), e.g. the !Reviewer Sandbox in the List of posts to review.
    - Screen Options:
      - Screen elements: uncheck all, except:
        Excerpt
        Revisions: optional, check for advanced authors
        Featured image
        Review status
        Post and pages default
      - Layout: 1 column
    - Screen elements sequence:
      1. Publish
      2. Review Status (ACF)
      3. Excerpt
      4. Featured Image
      5. Post and pages default (ACF): Type, NOTES, TOPICS, Layout options, Sections…
        NOTE: To keep the WordPress edit element at the bottom, you might have to temporarily make a change in ACF:
        Open the Field Group: Posts and pages default
        Scroll down to Settings -> Presentation -> Style
        Change it to Standard (WP metabox)
  - Open the Home Page (edit/review page).
    - Screen Options:
      - Screen elements: uncheck all, except:
        Review status
        Page Excerpt & Featured Image
        Posts and pages default
        Columns metaboxes (e.g. Right column – local): optional, check for advanced authors
      - Layout: 1 column
      - Additional settings: uncheck all
    - Screen elements sequence:
      1. Publish
      2. Review Status (ACF)
      3. Page Excerpt & Featured Image
      4. Post and pages default (ACF): Type, NOTES, TOPICS, Layout options, Sections…
      5. Columns metaboxes (e.g. Right column – local)
        NOTE: To keep the WordPress edit element at the bottom, you might have to temporarily make a change in ACF:
        Open the Field Group: Posts and pages default
        Scroll down to Settings -> Presentation -> Style
        Change it to Standard (WP metabox)
  - Open Media, in the settings:
    To complete this step, you will have to temporarily enable changing the Real Media settings for Authors:
    WP-admin -> Custom Admin Interface Pro -> Custom admin codes -> H03-Hide from Authors,… : edit -> Publish: change status to draft
    In the Settings:
    - check Hide shortcuts…
    - check Enable infinite scrolling…
    - select Last opened folder at startup
    - collapse all the folders, expand Events
    - When done: republish the file H03-Hide from Authors,… you set to draft before executing this step.

WIP !!!!

Login to the site as the new or changed user

- Collapse the menu (left bar)

- On the Home page, click on Edit/review page
  - Screen Options:
    - Screen elements: uncheck all, except:
      - Post and pages default
      - Review status
    - Layout: 1 column
    - Additional settings: uncheck all
  - Screen elements sequence:
    1. Publish
    2. Review Status (ACF)
    3. Post and pages default (ACF)
      NOTE: To keep the WordPress edit element at the bottom, you might have to temporarily make a change ACF:
      - Open the Field Group: Posts and pages default
      - Scroll down to Settings -> Presentation -> Style
      - Change it to Standard (WP metabox)
- Click on +New, then on Choose a post template…
  - Screen Options:
    - Columns: uncheck all
    - Pagination: 100
    - View mode: Extended view
- Open a Post, e.g. the !Reviewer Sandbox in the List of posts to review.
  - Screen Options:
    - Screen elements: uncheck all, except:
      - Excerpt
      - Revisions
      - Featured image
      - Review status (ACF)
      - Post and pages default (ACF)
      - Left bar or column (Global or Local) -> if it is in the list
      - Right column (Global or Local) -> if it is in the list
    - Layout: 1 column
    - Additional settings: uncheck all
  - Screen elements sequence:
    1. Publish
    2. Review Status (ACF)
    3. Excerpt
    4. Featured Image
    5. Post and pages default (ACF): Type, NOTES, TOPICS, Layout options, Sections…
      NOTE: To keep the WordPress edit element at the bottom, you might have to temporarily make a change ACF:
      - Open the Field Group: Posts and pages default
      - Scroll down to Settings -> Presentation -> Style
      - Change it to Standard (WP metabox)
    6. Left bar or column (if any)
    7. Right column (if any)
    8. Revisions
- Make a New Sandbox for this user, e.g. Judy’s Sandbox, save it as a draft.
  Note: no need to change the Category to Sandbox
- Open Media, in the settings:
  - check Hide shortcuts…
  - check Enable infinite scrolling…
  - select Last opened folder at startup
  - collapse all the folders, expand Event

Additional steps for all users

To avoid that review requests end up in SPAM:
- Using any Sandbox, in the Review Status, add the new user in the field ‘To be reviewed or worked on by (optional)‘
- Update the post and view it
- In the review overlay (top left), click on the paper plane to send a request for review for that page.
- Send the request.
- Ask the new user to find the email, it will probably be in his SPAM folder, and to flag it as “NOT SPAM”.
Restricting access to certain posts (Proofreaders and Authors only):
Change the PMB user settings as needed (restrict access to Own and/or Specific posts)
wp-admin -> Users -> Edit -> PMB user settings