matrix-docker-ansible-deploy/docs/registering-users.md
Suguru Hirahara 194a3ca461
Add "Quick start" guide (#3801)
* Add docs/quick-start.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add description about keeping the playbook and services up-to-date

Also: move descriptions about difference between the playbook tags (setup-all and install-all) and about the just "recipe" from installing.md to maintenance-upgrading-services.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Replace <your-username> with YOUR_USERNAME_HERE

This is a common expression and should avoid misunderstanding that `<` and `>` would need to be included

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Replace <your-password> with YOUR_PASSWORD_HERE

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Change the link to 'Quick start' on the breadcrumbs from README.md to quick-start.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add a link to quick-start.md on the "Getting started" section

Since I am not quite sure whether the link to prerequisites.md should be replaced in favor of this link, this commit leaves it as it is for now.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add a link to quick-start.md on docs/README.md

Since I am not quite sure whether the link to prerequisites.md should be replaced in favor of this link, this commit leaves it as it is for now.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add note about using "example.com" as an example domain

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Remove backticks from command examples to register a user

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Apply suggestions from code review

Co-authored-by: Slavi Pantaleev <slavi@devture.com>

* Improve notes for instruction to create a user account

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add details about delegation to installing.md and quick-start.md

Some information is omitted on quick-start.md in favor of installing.md to keep the quick start guide simple.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/quick-start.md: add the breadcrumb header

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Edit docs/quick-start.md: run the setup command with install-all by default

Refer docs/maintenance-upgrading-services.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Revert "Update docs/quick-start.md: add the breadcrumb header"

This reverts commit 9a6e1cf14c.

As the quick start guide is standalone.

* Update docs/quick-start.md: add headers inside the install section

These headers should make it perfectly clear that there are two steps to be done to install with the playbook

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update quick-start.md

* Update docs/registering-users.md: notes for manual user registeration

Copy the same notes from quick-start.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Reword some things in quick start

* Add alternative to `just roles`

* Update docs/configuring-dns.md: sync with docs/quick-start.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/quick-start.md: add a link to docs/registering-users.md for an instruction to add user accounts

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/registering-users.md and docs/updating-users-passwords.md: remove "your" from username and password placeholders

These documentations, unlike docs/installing.md and docs/quick-start.md, describe how to handle users (registering them or changing their passwords), some of whom are yours, while others are not.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/installing.md: add "your" to make it clear that it is "your" account that is going to be created

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/installing.md and docs/quick-start.md: mention "make roles"

This commit adds mentions to "make roles" and a note about the preference of ansible-playbook commands over the just "recipes".

quick-start.md intends to be referred by those who have never used the playbook to set up a server, so it is safer to regard that it is not clear to them what exactly the just "recipes" are made of, ie. it takes some time and experience until someone understands simplicity of them. For beginners, I believe that we should prefer the basics over simplicity, from the educational point of view.

If someone feels tired of using the same command repetitively, then the person will have been already well accustomed to the way how the playbook works and how the server is supposed to be maintained, and the person is "qualified" to use the just "recipes", and should be able to use them with confidence, distinguishing the playbook tags from the "recipes", for example, from "just install-all" and "ansible-playbook -i inventory/hosts setup.yml --tags=install-all". Such level of familiarity and experience should not be expected on the quick start guide.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update instructions to update Ansible roles

Also: move the detailed explanation about "just roles" from installing.md to maintenance-upgrading-services.md

TBD: create a dedicated documentation for the "just" program and the concept of its "recipe" (shortcut of commands)

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add a note about cases to create multiple accounts/users

Since one of the quick start guide's goals is to set up an own user account, this commit adds the note about creating multiple accounts/users to installing.md and registering-users.md only. It should be fine as registering-users.md is linked from quick-start.md

Also:
- On installing.md and quick-start.md, change instruction from what encourages to select "admin=yes" or "admin=no" to what encourages to use "admin=yes", since your user account will be the sole user on the server, as long as you set up the server by following the documentation
- Remove the link to registering-users.md from quick-start.md as the documentation is already linked above, under the header of the section
- Sync docs/installing.md with other documentation

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Remove a line about setting "admin=yes" to reduce the amount of information

Because quick-start.md is getting longer with much information, it removes the note in favor of the linked registering-users.md documentation. The note is available on installing.md as well, and details about adding user accounts for other people can (and should) be checked on those documentations.

Also, this commit edits lines above these notes to make it clear that your user account will be an administrator of the server.

With this commit, the amount of the information about adding user accounts will be: registering-users.md > installing.md > quick-start.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Fix a broken anchor link on docs/installing.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Replace repetitive information about upgrading with an anchor link to docs/maintenance-upgrading-services.md

Because details to update/upgrade the Matrix services is not necessary for quick start and the amount of information should be reduced from the viewpoint of maintainability, this commit removes details to update/upgrade from quick-start.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/quick-start.md: add a note about keeping it tidy and simple

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/maintenance-checking-services.md and docs/quick-start.md: add instruction to use federation tester against the base domain

Per Slavi's suggestion.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/installing.md and docs/quick-start.md: replace commands to finalize the installation

Per Slavi's suggestion.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Clarify install-matrix-static-files to avoid confusion with install-all; Minor consistency improvements

---------

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
Co-authored-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
Co-authored-by: Slavi Pantaleev <slavi@devture.com>
2024-11-23 09:59:29 +02:00

8.2 KiB

Registering users

This documentation page tells you how to create user accounts on your Matrix server.

Table of contents:

Registering users manually

Notes:

  • Make sure to adjust USERNAME_HERE and PASSWORD_HERE
  • For USERNAME_HERE, use a plain username like john, not a full identifier (@user:example.com)
  • Use admin=yes or admin=no depending on whether you wish to make the user an administrator of the Matrix server

After registering a user (using one of the methods below), you can log in with that user via the Element Web service that this playbook has installed for you at a URL like this: https://element.example.com/.

Registering users via the Ansible playbook

It's best to register users via the Ansible playbook, because it works regardless of homeserver implementation (Synapse, Dendrite, etc) or usage of Matrix Authentication Service (MAS).

To register a user via this Ansible playbook:

just register-user USERNAME_HERE PASSWORD_HERE <admin access: yes or no>

# Example: `just register-user john secret-password yes`

or by invoking ansible-playbook manually:

ansible-playbook -i inventory/hosts setup.yml --extra-vars='username=USERNAME_HERE password=PASSWORD_HERE admin=<yes|no>' --tags=register-user

# Example: ansible-playbook -i inventory/hosts setup.yml --extra-vars='username=john password=secret-password admin=yes' --tags=register-user

Feel free to register as many users (for friends, family, etc.) as you want. Still, perhaps you should grant full administrative access to your user account only (with admin=yes), and others should be created with admin=no.

⚠️ Warning: If you're registering users against Matrix Authentication Service, do note that it still insists on having a verified email address for each user. Upon a user's first login, they will be asked to confirm their email address. This requires that email sending is configured. You can also consult the Working around email deliverability issues section for more information.

Registering users manually for Synapse

If you're using the Synapse homeserver implementation (which is the default), you can register users via the command-line after SSH-ing to your server (requires that all services have been started):

/matrix/synapse/bin/register-user USERNAME_HERE PASSWORD_HERE <admin access: 0 or 1>

# Example: `/matrix/synapse/bin/register-user john secret-password 1`

Registering users manually for Dendrite

If you're using the Dendrite homeserver implementation, you can register users via the command-line after SSH-ing to your server (requires that all services have been started):

/matrix/dendrite/bin/create-account USERNAME_HERE PASSWORD_HERE <admin access: 0 or 1>

# Example: `/matrix/dendrite/bin/create-account john secret-password 1`

Registering users manually for Matrix Authentication Service

If you're using the Matrix Authentication Service and your existing homeserver (most likely Synapse) is delegating authentication to it, you can register users via the command-line after SSH-ing to your server (requires that all services have been started):

/matrix/matrix-authentication-service/bin/register-user USERNAME_HERE PASSWORD_HERE <admin access: 0 or 1>

# Example: `/matrix/matrix-authentication-service/bin/register-user john secret-password 1`

This register-user script actually invokes the mas-cli manage register-user command under the hood. If you'd like more control over the registration process, consider invoking the mas-cli command directly:

/matrix/matrix-authentication-service/bin/mas-cli manage register-user --help

⚠️ Warning: Matrix Authentication Service still insists on having a verified email address for each user. Upon a user's first login, they will be asked to confirm their email address. This requires that email sending is configured. You can also consult the Working around email deliverability issues section for more information.

Managing users via a Web UI

To manage users more easily (via a web user-interace), you can install Synapse Admin.

⚠️ Warning: If you're using Matrix Authentication Service, note that user management via synapse-admin is not fully working yet. See the Expectations section for more information.

Letting certain users register on your private server

If you'd rather keep your server private (public registration closed, as is the default), and let certain people create accounts by themselves (instead of creating user accounts manually like this), consider installing and making use of matrix-registration.

Enabling public user registration

To open up user registration publicly (usually not recommended), add the following configuration to your inventory/host_vars/matrix.example.com/vars.yml file:

For Synapse:

matrix_synapse_enable_registration: true

For Dendrite:

matrix_dendrite_client_api_registration_disabled: false

After configuring the playbook, run the installation command: just install-all or just setup-all

If you're opening up registrations publicly like this, you might also wish to configure CAPTCHA protection.

Adding/Removing Administrator privileges to an existing user

Adding/Removing Administrator privileges to an existing user in Synapse

To change the admin privileges for a user in Synapse's local database, you need to run an SQL query like this against the synapse database:

UPDATE users SET admin=ADMIN_VALUE WHERE name = '@USER:example.com';

where:

  • ADMIN_VALUE being either 0 (regular user) or 1 (admin)
  • USER and example.com pointing to a valid user on your server

If you're using the integrated Postgres server and not an external Postgres server, you can launch a Postgres into the synapse database by:

  • running /matrix/postgres/bin/cli - to launch psql
  • running \c synapse - to change to the synapse database

You can then proceed to run the query above.

Note: directly modifying the raw data of Synapse (or any other software) could cause the software to break. You've been warned!

Adding/Removing Administrator privileges to an existing user in Matrix Authentication Service

Promoting/demoting a user in Matrix Authentication Service cannot currently (2024-10-19) be done via the mas-cli Management tool.

You can do it via the MAS Admin API's POST /api/admin/v1/users/{id}/set-admin endpoint.