Members are used for registering and authenticating external users of an Umbraco installation (ie. forum members, intranet users and so forth).
Unlike with Document Types and Media Types everything is done in the Members section both defining and creating, and editing members. This guide will explain how to define and create members in the backoffice. If you want to work with members using the service APIs, links can be found at the end of the document.
There is a default Member Type that can be used to create members. You can, of course, customize it to fit your needs or create your own Member Type from scratch.
Creating a Member
Go to the Members section, click the menu icon next to Members in the member tree and select Member. Members have a number of mandatory properties. So aside from filling out the name, you will need to fill out Login, Email and Password on the Properties tab before the member can be saved.
There is also a number of default properties on the Membership tab:
Once the Member is created and saved you can access it by expanding the Members tree and clicking All Members to get a list view (with real-time search). You can also select the member type to filter by in the Members tree.
Creating a Member Type
You can create your own Member Types and add properties and tabs as you would with Document Types.
Go to the Members section, click the menu icon next to Member Types and select Create. Name the new Member Type and click the Create button.
You will now be taken to the Member Type editor that is used to define and edit the Member Type. It consists of three tabs: Info, Generic Properties and Tabs.
Shows basic information about the Member Type and settings for custom properties.
Name: The name of the Member Type shown in the Member Type tree when users create a new member.
Alias: Used to reference the Member Type in code.
Icon: The icon shown in the Members list view. If there is more than one Member Type, choosing different icons will help identify members.
Description: The description shown when creating a new member.
Property settings: If properties are added to the Member Type you can control frontend access to the property:
- Member can edit: A logged in member can edit this property.
- Show on profile: The property will show on the profile of the member that is logged in.
Create, edit, and organize properties for the Member Type.
To add a property to the Member Type select Click here to add new property.
Name: The name of the property.
Alias: Used to reference the property in your templates.
Type: Selecting the type will decide the input method for this property (i.e. Richtext editor, Date Picker, Image Cropper and so forth). You can edit or create new types in the Developer Section under the Data Type node.
Tab: Place the property on a tab. Additional tabs can be created on the Tabs tab. If the property is placed on the Generic Properties tab it will show on the Properties tab in the content view.
Mandatory: Making the property mandatory means the content cannot be created/saved if the property has no value.
Validation: Add a regular expression to validate the property upon saving.
Description: The description will be displayed below the property name when creating/editing the member. A good description is important to the editing experience.
Organize properties with drag and drop. If multiple tabs exist it is possible to drag properties between the different tabs.
A new tab is created by entering a name into the input field and pressing the New tab button.
Name and sort order
Renaming a tab is done by changing the name in the input field and saving the Document Type. To change the order of the tabs use the drag and drop handle to the left or enter a numeric value in the second input field. Tabs will be displayed from left (lowest value) to right (highest value) in the content section.
Creating Member Groups
Member Groups define roles for your members that can be used for role-based protection. A member can be in multiple groups.
To create a new Member Group click the menu icon next to the Member Groups node in the Members section. Choose Create, name the group, and save the group.
Assigning a Member Group
To assign a member to a specific group find the member you wish to assign and go to the Properties tab. Under the Member Group property there are two columns:
NOT A MEMBER OF GROUP(S): Lists all the groups that the member is not a part of. To assign a group to the member click it and it will move to the other column.
MEMBER OF GROUP(S): Lists all the groups that the member is a part of. To remove the member from a group click it and it will move to the other column.
Umbraco 7.9.0 provides the ability to mark members as sensitive. A sensitive member's data will not be displayed to backoffice users unless they have appropriate permissions.
More information can be found under security.
As a developer you are able to leverage your website when you build on the Members section of Umbraco. Although the Members section is by default in the Umbraco backoffice, you will be able to implement some work on the front end of your website. Members come from a custom ASP.NET membership provider, while Member Groups come from a custom Role provider. Both are defined in the web.config. You can find out more about the services methods in the reference section of the documentation by following the links below.
- Chapter: Members
- Member API chapter (Coming soon)