Step 1: Create Users [web|gui]
This workflow requires the creation of at least five specific users: one administrator, three committee members, and a reviewer. A sixth user (the contact author) will be created automatically when we process our first submission. The workflow also requires the creation of four groups, one for each subcommitte. Additionally, the workflow requires the creation of five roles: the administrator, the subcommittee, the editor, the reviewer, and the author. These roles are distinct from the users since for any particular workflow, different people may be playing different roles (except for the administrator, which will be a statically bound role).
1. Click on the Metis Registry link located near the bottom of the Metis home page. The Metis registry will be loaded. If this is your first time using Metis, then the registry will be empty.
2. Click on the New User button. The user editor can now be used to create a new Metis user.
3. Fill in the fields to create a new user. Bold fields (name, email, and login) must be unique across all Metis users. The screenshot below provides an example of how the form should look when complete.
4. Click the Save User button. You will be returned to the Metis registry and that page should now list your newly created user.
5. Create 5 more users, remember that each user needs a unique name, email, and login.
6. Click on the New Group button. Type subcommitteeA in the Name field.
7. Click on the Save Group button. The new group is now displayed in the Metis registry.
8. Select the subcommitteeA group and click on the Edit Group button. The Metis group editor lets you associate users and roles with the selected group.
9. Select a user in the list and click on the Add User button. The page will refresh showing that the selected user is now a member of subcommitteeA.
10. Perform step 9 two more times until three users have been added to subcommitteeA. The figure below shows how the form should look when you are done (your user names may be different, of course) .
11. Click on the Save Group button. Use the New Group button to create three more groups: subcommitteeB, subcommitteeC, and subcommitteeD. Even though we will not assign users to these groups, we will make use of them in Step 4 of this tutorial.
12. Click on the New Role button.
13. Enter author in the Name field and click on the Save Role button.
14. Repeat steps 12 and 13 four times, each time substituting a new role name in place of author. The other four roles that you need to create are admin, editor, reviewer, and subcommittee.
15. Select the admin role and click the Edit Role button. In the Metis role editor, we can statically bind a particular user to the admin role.
16. Select a user from the Binding list and click on the Save Role button. Make sure to choose a user that is not a member of subcommitteeA. The figure below shows how the form should look when you are done (your user names may be different).
