Lesson 5. Manage User Accounts


Goals

Image Recognize various user account types and user attributes

Image Create and manage user accounts

Image Adjust login and fast user switching settings


One of the hallmarks of a traditional computer operating system is support for multiple user accounts. UNIX operating systems, like macOS, have a long history of providing such services. Apple has made many improvements to the UNIX functionality, such as advanced user-management features and streamlined administration tools, all with traditional Apple ease of use.

In this lesson, you will explore the technologies that allow individuals to log in and use a Mac. You will also learn how to create and manage multiple user accounts in macOS Sierra.

Reference 5.1 About User Accounts

With the exception of macOS Recovery or single-user mode, you must log in with a user account to perform any task on a Mac. Even when the computer has just been started up and is showing the login window and you haven’t yet authenticated, the system is still using a handful of system user accounts to maintain background services. Every single file and folder on a Mac computer’s hard disk, every item and process, belongs to some type of user account. Consequently, you need a thorough understanding of user accounts to effectively administer and troubleshoot macOS.


Note

This lesson focuses on user accounts that are available only to a single local Mac. Network user accounts, however, are available to multiple Mac computers and are hosted from shared directory servers. You can find out more about Apple management technologies at https://support.apple.com/business-education.


User Account Types

The majority of home Mac users are only aware of, and therefore only use, the account created when their computer was initially set up with Setup Assistant. macOS is engineered to mimic a single-user operating system by default. As a security precaution, macOS defaults to requiring a user login even if only a single user account is created for the computer. This behavior is also necessary if the user is to enable FileVault.

macOS also supports multiple simultaneous user accounts. Several types of user accounts are available to facilitate different levels of access. Essentially, you choose a specific account type to grant the defined level of access that best meets the user’s requirements.

User accounts are categorized into five types: standard accounts, administrator accounts, the guest account, sharing-only accounts, and the root account. Apple has made these different account types available to provide greater flexibility for managing user access. Because each account type is designed to allow different levels of access, you should also be aware of each account type’s potential security risk.

Standard Accounts

Standard accounts strike the best balance between usability and security; they are also commonly used when multiple people share a computer. This account type is very secure, assuming an appropriate password is set. Standard accounts have read access to most items, preferences, and applications. Standard accounts also have full control over their own home folder, which allows them to install applications into their own home folder.

Standard user accounts are allowed to use nearly all the resources and features of the Mac, but they generally can’t change anything that might affect other users on the system. The lone exception to this rule is that standard account users can install application and system updates from the Mac App Store. This ability includes applying system updates, which obviously have systemwide effects.

Even though standard accounts are allowed full access to the Mac App Store, they are not allowed to manually modify the /Applications folder or use other installation methods that attempt to modify shared parts of the system. This means that standard account users are not allowed to install many items that are distributed outside the Mac App Store. This may seem unfair for developers who don’t distribute via the Mac App Store. However, Apple has instituted tight controls over Mac App Store distribution that provide assurance that the content remains safe for standard account users to install.

If your organization needs to restrict users’ ability to install their own applications, install system updates, or install Mac App Store items, then you should create managed accounts. A managed account is a standard account with parental controls enabled, as covered in Reference 5.3, “Restrict Local User Access.”

Administrator Accounts

Administrator accounts aren’t much different from standard accounts, with one important distinction: administrator accounts are part of the admin group and are allowed full access to all applications, preferences, and shared resource locations, like /Applications and /Library. Thus, administrator account users are allowed to install and run most software as long as they successfully authenticate when the installer application asks for authorization.

By default, administrator account users do not have access to other users’ items outside of shared items like the Public folders. Despite this, administrator account users can bypass these restrictions both in the graphical environment and using Terminal, if needed.

Because an administrator account is the initial account type created when the Mac is configured for the first time using Setup Assistant, many use this as their primary account type. This is advantageous because it lets the user change literally anything on the computer, as is required for system management. The downside is that this user is allowed to make changes or install software that can render the system insecure or unstable.

Additional administrator accounts can be used for daily tasks, but this isn’t always the best idea, because, again, all administrator accounts are created equal. In other words, all administrator accounts have the ability to make changes to virtually anything on the system, including deleting or changing the passwords to other administrator user accounts. Administrator users can also change the administrator rights for any other user account, either disabling current administrators or changing standard users into administrators. Further, opening poorly written or intentionally malicious software as an administrator user could cause harm to any user’s home folder items or compromise the security of the system.

Most significantly, though, any administrator user can enable the root account or change an existing root account password using the Directory Utility application, located in the /System/Library/CoreServices/Applications folder. For these reasons, you should seriously consider limiting the number of administrator user accounts on your Mac systems. Additional standard accounts can be created for more secure daily use, but managing macOS requires access to at least one administrator account.


More Info

As a default on macOS Sierra, System Integrity Protection (SIP) prevents all user account types from modifying core system files. You can find out more about SIP in Lesson 13, “Manage System Resources.”


Guest Account

Because enabling the guest account may be considered a security risk, it is disabled by default on macOS. Once enabled, the default guest account is similar to that of a nonadministrator user, but without a password. Anyone with physical access to the computer can use it to log in.

However, when the guest user logs out, the guest account’s home folder is deleted, including any home folder items that would normally be saved, like preference files or web browser history. The next time someone logs in as a guest, a brand-new home folder is created for that user.

Even though the guest home folder is deleted every time a guest logs out, the obvious security risk here is that literally anyone has access equivalent to that of a standard user account, including access to the /Users/Shared folder and users’ Public folders. Unlike the guest user’s home folder, the contents of these other folders remain after the guest logs out. This means a guest user could execute some potentially nasty applications or fill your disk with unwanted files. Guest users can also restart or shut down your Mac, potentially allowing them to compromise the system during startup.

Fortunately, parental controls enable you to restrict the guest account from running unapproved applications or restarting the Mac. Giving the guest account only limited access, as covered in Reference 5.3, “Restrict Local User Access,” can provide a safe mechanism for temporary user access. Additionally, you can change the access permissions on shared folders so that the guest account is not allowed to copy any items to your disk. Changing file and folder permissions is covered in Lesson 11, “Manage Permissions and Sharing.”


Note

Enabling Find My Mac on a system will also enable the guest account for local login. It’s a trap—for the thief! The intent is that a stolen Mac will be locked when found; however, the culprit can choose Guest as a login option upon system startup or wakeup, which allows limited access to the system. Assuming the default settings, the thief would be allowed only to select a Wi-Fi network and use Safari. When the stolen Mac is back online, the owner can use Find My Mac to locate it. You can find out more about this in Lesson 7, “Manage Security and Privacy.”


Sharing-Only Accounts

macOS allows you to create user accounts that have access only to shared files and folders. Sharing-only accounts have no home folder and cannot log in to the Mac computer user interface or Terminal. Sharing-only user accounts are, by default, allowed file sharing access to users’ Public and Drop Box folders, so, like the guest user, these users could potentially fill the disk with unwanted files.

Sharing-only user accounts cannot log in to the Mac otherwise, and can be required to use a password, so designating sharing accounts is generally much safer than using the guest account for file sharing. You can further control sharing-only account users’ access to your files by adjusting file and folder permissions

Root Account

The root account, also known as the System Administrator account, is turned off by default on macOS clients, and for good reason: the root account has unlimited access to everything on a Mac. A user with access to the root account can read, write, and delete any nonsystem file; modify any setting; and install any software. Since many system processes run as the root account, it needs to exist on the system; otherwise, macOS wouldn’t be able to start up.

The potential for nefarious activity is quite high with root account access. To help prevent abuse of this account, the default macOS configuration does not have a password set for the root account, and therefore you cannot log in with the account.

However, as covered previously, any administrator user can choose to enable the root account or change an existing root account password using the Directory Utility application. Again, because it only takes an administrator account to initially access the root account, strictly limiting administrator usage is the key to safeguarding the root account.


Note

Anyone with access to macOS Recovery can reset the password for any local account, including the root account. If security is a concern in your environment, it’s highly recommended that you enable FileVault, set a firmware password to restrict macOS Recovery access, or both. Enabling FileVault is covered in Lesson 10, “Manage FileVault.” Setting a firmware password is covered in Lesson 8, “Manage Password Changes.”


Local Group Accounts

Essentially, a group account is nothing more than a list of user accounts. Groups are primarily used to allow greater control over file and folder access. macOS uses several dozen built-in groups to facilitate secure system processes and sharing. For instance, all user accounts are members of the staff group; administrator user accounts are also members of the admin group; and the root account has its own group, known as wheel. Using groups to manage sharing is discussed in Lesson 11, “Manage Permissions and Sharing.”


Note

Standard accounts are always members of the staff group, and administrator accounts are always members of both the staff and admin groups.


Reference 5.2 Configure User Accounts

Once you have a fundamental understanding of macOS user accounts, you’re ready to create new users and manage existing users. In this section, you’ll examine both simple methods and more complex, yet more flexible, methods for managing local user accounts.

Users & Groups Preferences

In macOS, the Users & Groups preferences window in System Preferences is the primary interface for managing local user accounts, local group accounts, and login settings. From this preference pane, local users can manage basic settings for their own accounts, and any user with administrator privileges can unlock this pane and manage attributes for all local accounts.

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Creating New User Accounts

From the Users & Groups preferences, after authenticating as an administrator, you can manage any account by selecting it from the list and then modifying items to the right. Create a new account by clicking the small plus button at the bottom of the Users & Groups list. A dialog appears where you can define the basic attributes for the new user account.

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The pop-up menu at the top of the user creation pane allows you to define the type of local user account being created: Administrator, Standard, Managed with Parental Controls, or Sharing Only. When creating a new local user account, you should enter a full name, an account name, and the initial password for the user. You can also enter an optional Password hint, but the text cannot match the user’s password.


Note

OS X El Capitan allowed you to create local user accounts that use an Apple ID password as the computer login password. macOS Sierra still supports existing accounts with this feature enabled. However, in Sierra you can no longer create new users with this feature enabled. You can find out more about passwords in Lesson 8, “Manage Password Changes.”


New User Setup Assistant

The first time new users log in to a Mac, they see the new user Setup Assistant. This is similar to the Setup Assistant process described in Lesson 2, “Set Up and Configure macOS,” except abbreviated to the point where the user is asked to enter an Apple ID. Users can choose not to sign in, but if they do enter their Apple ID and password, the Mac automatically sets up macOS features that require an Apple ID. This includes iCloud services and the Mac App Store. Further, this will set up Find My Mac if it has not been previously enabled for the Mac computer.


Note

If you’re entering an Apple ID that belongs to someone under the age of 13 (made possible via Apple ID for Students, Apple School Manager, or iCloud Family Sharing), no iCloud services are enabled by default.


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If two-step verification or two-factor authentication is enabled for the user’s Apple ID, the user will also have to provide additional verification. The user may also be asked to enable iCloud Keychain, update to iCloud Drive, and enable iCloud Desktop and Documents, as detailed in Lesson 17, “Manage Documents.” Finally, the user will be prompted to accept a new Terms and Conditions agreement and enable Siri before the new user Setup Assistant completes.


Note

Mac computers managed by a school or business may present different Setup Assistant options than the defaults shown here. In certain managed situations, some of the default screens may be skipped and you may encounter additional organizational configuration screens. These differences are controlled by an administrator via mechanisms outside the Mac. Thus, you may have to contact the organization’s primary administrator to properly complete the new user Setup Assistant process.


User Account Attributes

Although the login window lets you log in to the Mac environment, it’s the Open Directory system that’s responsible for maintaining the account information. Open Directory stores local user account information in a series of XML-encoded text files located in the /var/db/dslocal/nodes/Default/users folder. This folder is readable only by the System Administrator (root) account, but if you were to inspect these files, you would discover they are organized into lists of user attributes and their associated values.

Fortunately, most of these attributes can also be easily accessed from Users & Groups preferences. An administrator can access these normally hidden user account attributes by using a secondary (or Control-) click on a user account to display the Advanced Options dialog.

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Each user has a variety of attributes that define the account details. And although you can easily edit these attributes to make a desired change or fix a problem, you can just as easily break the account by entering improper information. For example, you can restore access to a user’s home folder by correcting the Home Directory information, or you can accidentally prevent a user from accessing his or her home folder by mistyping this information.

User account attributes include the following:

Image User ID—A numeric attribute used to identify the account with file and folder ownership. This number is almost always unique to each account on a single system, though overlaps are possible. User accounts start at 501, whereas most system accounts are below 100. It’s important to note that the user ID is only “unique” from those of other users on the local system. Every other Mac system uses similar ID numbers, so between computers, this uniqueness is lost. For example, every first user created on a Mac computer will have the ID number 501. Further, if you delete a user, that user’s ID is now up for grabs, and the system will reuse it for a new user.

Image Group—The user’s primary group. As covered previously, the default primary group for all local users is the staff group. This means that when you create a new file, it belongs to your user account and to the staff group.

Image Account name—Sometimes also referred to as “short name,” this is the name used to uniquely identify the account and by default also to name the user’s home folder. A user can use either the full name or the account name, interchangeably, to authenticate. However, no other account on the system can have the same account name, and it cannot contain any special characters or spaces. Special characters not allowed include commas, slashes, colons, semicolons, brackets, quotes, and symbols. Allowed characters include dashes, underscores, and periods.

Image Full name—The full name of the user. It can be quite long and contain nearly any character. However, no other account on the system can have the same full name. You can easily change the full name later, at any point.

Image Login shell—This file path defines the default command-line shell used in Terminal by the account. Any user who is allowed to use the command line in Terminal has this set to /bin/bash by default. Both administrator and standard users are given this access by default.

Image Home directory—This file path defines the location of the user’s home folder. All users except for sharing users, who do not have home folders, have this set to /Users/<name>, where <name> is the account name.

Image Universally Unique ID (UUID)—Sometimes also referred to as Generated UID, or GUID, this alphanumeric attribute is generated by the computer during account creation and is unique across both space and time. Once the attribute is created, no system anywhere will ever create an account with the same UUID. It is used to refer to the user’s password and for group membership and file permissions. It’s important to note that while UUIDs may be truly unique, one Mac won’t be able to identify another’s UUID. In other words, UUIDs created on one Mac are not known by another. Thus, locally created UUIDs cannot be used between Mac computers for mutual identification.

Image Apple ID—Used to associate the local Mac user account with an Apple ID that can be used to reset the local account password. This is configured automatically if the user enters an Apple ID during Setup Assistant or signs in to iCloud. However, setting or changing an Apple ID from the Advanced Options pane in Users & Groups does not affect the user’s iCloud service configuration.

Image Aliases—Used to associate the local Mac user account with other service accounts. For example, a user’s Apple ID can be associated with a local account. This attribute is optional for macOS, but it is required for integration with Apple Internet services like iCloud and its Back to My Mac feature.


Note

Local user account passwords are stored as an encrypted attribute to enhance security. Password management is covered in detail in Lesson 8, “Manage Password Changes.”


Reference 5.3 Restrict Local User Access

macOS includes an extensive collection of managed preferences that let you further restrict what users can and cannot do. Apple labels these managed preferences “parental controls,” but they are also applicable in business and institutional settings. Because parental controls are designed to further limit standard user accounts, they cannot be applied to an administrator user.


More Info

Parental controls make up a limited subset of a much more extensive profile management system known as mobile device management (MDM). macOS Server includes an MDM service called Profile Manager. You can find out more about Profile Manager in macOS Server at www.apple.com/macos/server/. You can find out more about Apple management technologies like MDM at https://support.apple.com/business-education/.


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Tip

You can use the Action pop-up menu (gear icon) at the bottom of the Parental Controls user list to copy and paste complex settings from one user to another. From this menu you can also enable the ability for parental controls to be remotely managed from another Mac computer.


Management options available via parental controls are organized into the following functions:

Image Apps—Disallow use of the camera and Game Center, limit contacts in Mail, and limit the user to only specific applications.


More Info

Find out more about restricting access to the Mac App Store in Lesson 16, “Install Applications.”


Image Web—Enable automatic Safari website content filtering, or manually manage a list of permitted websites or a combination of both automatically and manually permitted websites.

Image Stores—Disable iTunes and iBooks stores, restrict explicit music, restrict explicit sexual content, and limit age ratings for content.

Image Time—Set weekday and weekend time-usage limits.

Image Privacy—Limit changes to privacy settings, thus preventing users from choosing which applications and services can access potentially private user information.

Image Other—Disable system dictation, limit editing of printers and scanners, prevent burning of optical discs, restrict explicit language in Dictionary, prevent modification of the Dock, and enable Simple Finder for a simplified user interface.

Image Logs button—Maintain Safari, Messages, and application usage logs. The logs show both allowed and attempted-but-denied access.


Note

Most third-party applications don’t honor the parental controls content filters or account limit settings. Examples include the Firefox browser and the Outlook email client. You can, however, easily remedy this by using parental controls to restrict access to those applications, as described earlier.


Reference 5.4 Configure Login and Fast User Switching

The login process may seem simple, but because it’s the front door to your Mac, you, as an administrator, should become familiar with the security options for managing login behavior. Primarily, these options provide either higher security or greater accessibility. Additionally, macOS allows multiple users to be logged in at the same time via fast user switching. However, this feature is not without issues inherent to having multiple users attempting to access resources simultaneously.


More Info

Login behavior can also be managed remotely via an MDM service like Profile Manager.


Manage User Login Items

Individual users can adjust the items that automatically open during login from the Login Items pane of the Users & Groups preferences. These settings can only be accessed locally when logged in as the user. Even administrator users cannot manage other users’ login items unless they log in as the user they wish to manage.

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A user can add login items, including both applications and Finder destinations, by dragging them into the Login Items list or by clicking the Add (plus) button and then browsing for the item. Removing items is as simple as selecting an item from the list and clicking the Remove (minus) button. Also note the Hide checkbox, allowing the user to define an application that should open but then hide itself from view. This option is useful for applications that provide a background function that doesn’t require you to see the application itself, like a streaming music application.

Manage System Login Window Options

You can adjust systemwide behavior of the login window from the Users & Groups pane by authenticating as an administrator user and then clicking Login Options at the bottom of the user accounts list.

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Login window options include the ability to:

Image Enable or disable automatic login as the Mac starts up. This option is off in macOS by default, unless during the macOS Setup Assistant process the user deselected the option to require a password for login. Obviously, you can define only one account for automatic login.

Image Choose whether the login window shows a list of available users, the default setting, or blank name and password fields. Choosing to have name and password fields is more secure.

Image Select the availability of the Restart, Sleep, and Shut Down buttons at the login window. Mac computers in environments that require more stringent security should not have these buttons available at the login window.

Image Specify whether users can use the input menu. This allows users easy access to non-Roman characters, like Cyrillic or Kanji, at the login window.

Image Determine whether the login window will show password hints after three failed password attempts. This may seem like an insecure selection, but remember that password hints are optional for each user account.

Image Disable the fast user switching menu and adjust the look of the menu item. In other words, the fast user switching menu can appear as the user’s full name, the account name, or the generic user icon.

Image Enable users to take advantage of VoiceOver audible assistant technology at the login window.

Image Configure the Mac to use accounts hosted from a shared network directory. Again, you can find out more about Apple management technologies at https://support.apple.com/business-education.


Tip

You can configure a short three-line message for the login window from Security & Privacy preferences, as covered in Lesson 7, “Manage Security and Privacy.” If your organization requires a full login banner, you can configure it via the instructions in Apple Support article HT202277, “About policy banners in OS X.”


About Fast User Switching

Often, two users want to use a Mac at the same time. Although it’s not possible for two users to use a Mac simultaneously, it is possible for multiple users to remain logged in to a Mac at the same time.

Fast user switching lets a Mac move between user accounts without users having to log out or quit open applications. This allows a user to keep work open in the background while one or more other users are also logged in to the computer. Returning users can later resume tasks instantly, right where they left off.


Note

Fast user switching is not recommended for or compatible with network user accounts.


Fast user switching is enabled by default in macOS, but the fast user switching menu doesn’t appear until additional local user accounts are created. This menu item appears on the far right, next to the Spotlight search menu. By default, the fast user switching menu appears as your user account full name. If you don’t see this menu item, you can turn it on from the Login options pane of Users & Groups preferences. When another user is logged in, you can initiate the switch to another user by simply selecting that user’s name from the fast user switching menu and then entering the appropriate password.

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Tip

You can move the fast user switching menu item, or any other menu item on the right side of the menu bar, by dragging the item while holding down the Command key.


Fast User Switching Contention Issues

Apple has made fast user switching a reliable feature. Many of the built-in macOS applications are fast user switching savvy. For instance, when you switch between accounts, iTunes automatically mutes or unmutes your music, Messages toggles between available and away chat status, and Mail continues to check for new messages in the background. In some circumstances, resource contention may occur when more than one user attempts to access an item.

Examples of fast user switching resource contention include:

Image Application contention—Some applications are designed such that only one user at a time can use them. If other users attempt to open these applications, either they encounter an error dialog or the application simply doesn’t open. Most of the applications that fall into this category are professional applications, which tend to be resource intensive, so it’s better to keep only one instance running at a time.

Image Document contention—Sometimes one user has a document open and remains logged in with fast user switching, often preventing other users from fully accessing the document. As an example, Microsoft Office applications such as Word and Excel allow other users to open a document as read-only and display an error dialog if the user tries to save changes. Other applications do not allow other users to open the document at all. In the worst-case scenario, an application allows two people to edit the file simultaneously but will save only changes made by the user who saved last. In this case, the application’s developers simply didn’t account for the possibility that two users might edit the same document at the same time, so you often won’t even see an error message.

Image Peripheral contention—Many peripherals can be accessed by only one user at a time. This becomes a fast user switching issue if a user leaves an application running that has attached itself to a peripheral. The peripheral will not become available to other applications until the original application is quit. Examples of this include video cameras, scanners, and audio equipment.

Fast User Switching Storage Issues

Fast user switching also has interesting ramifications for nonsystem disks. For example, if one user attaches an external storage device, the disk is available to all other users on the system, even if they weren’t logged in when the storage was attached. Mounted disk images are handled a bit more securely. Only the user who mounted the disk image has full read/write access to it. However, other users may still have read access to the mounted disk image.

Shared network volumes remain secure in a fast user switching environment. By default, only the user who originally connected to the share can access it. Even if multiple users attempt to access the same network share, the system automatically generates multiple mounts with different access for each user. The exception to this rule is network home folder shares used by network accounts. While one network user can successfully log in, additional network users from the same server will not be able to access their network home folders. For this reason, fast user switching does not support network accounts.

Resolving Fast User Switching Issues

Unfortunately, because each resource and application can act differently, fast user switching issues are not always consistently reported or readily apparent. macOS doesn’t have a “fast user switching is causing a problem” dialog. Still, if you are experiencing access errors for files, applications, or peripherals, your first step should be to check whether any other users are still logged in. If so, have them log out and then reattempt access to the previously inaccessible items.

If you cannot log out the other users—perhaps because they are currently unavailable and you don’t know their passwords—your options are to force the other users’ suspect applications to quit or to force the other users to log out by restarting the Mac. Changing a logged-in user’s password isn’t an option at this point, because administrators cannot manage user accounts that are currently logged in. These accounts will be dimmed and not available in Users & Groups preferences, as shown by the Michelle account in the following screenshot.

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Thus, an administrator will have to either force the other users’ applications to quit or restart the Mac to free up any contested items or make any changes to the logged-in users. Neither option is ideal, because forcing an application to quit with open files can result in data loss. If you have no other choice, though, you can force an open application to quit, using techniques covered in Lesson 18, “Manage and Troubleshoot Applications.”


Tip

If you have already set the master password, you can reset a currently logged-in user’s password from the login window using the master password. Setting the master password and resetting a user’s password is covered in Lesson 8, “Manage Password Changes.”


However, attempting to restart reveals another fast user switching issue: if any other users are still logged in, an administrator will have to force those users’ open applications to quit in order to restart. The system makes it easy for an administrator to force these applications to quit via an authenticated restart dialog, but once again, this may cause data loss to any open files.

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Exercise 5.1 Create a Standard User Account


Image Prerequisites

Image You must have created the Local Admin account (Exercise 2.1, “Configure a New macOS System for Exercises,” or Exercise 2.2, “Configure an Existing macOS System for Exercises”).

Image This exercise is required for most of the remaining exercises, so do not skip it.


You already created an administrator account during the initial configuration of your computer. In this exercise, you will create an additional account to gain a better understanding of the user experience. The next user account will be a standard user. It is a best practice to use a standard user account for day-to-day use. You should use the Local Admin account only for system administration tasks such as software installation and system configuration, and you can perform most of these tasks while logged in as a standard user, simply by providing the administrator account’s name and password.

You will also have the option to link the new account to an Apple ID to allow access to Apple iCloud services. This is not required but is recommended and will enable you to do other exercises later in this guide that take advantage of iCloud.

Create a Standard User Account

These steps guide you through account creation.

1 If necessary, log in as Local Admin (password: ladminpw, or whatever you chose when you created the account).

2 Open System Preferences, and click the Users & Groups preferences.

3 Unlock the Users & Groups preferences by clicking the Lock button and authenticating as the Local Admin user.

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4 Click the New User (+) button beneath the account list, and enter the following information:

New Account: Standard

Full Name: Chris Johnson

Account Name: chris

If you are performing this exercise in a class, enter chris in the Password and Verify fields. If you are performing this exercise on your own, select a more secure password for the Chris Johnson account. Be sure to remember the password you have chosen, as you will need to reenter it periodically as you use this computer. If you want, you can provide a hint to help you remember the password.

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Note

If you already have an account named “Chris Johnson” or “chris,” you will have to use a different name here and then remember to use your substitute name throughout the rest of the exercises.


5 Click Create User.

6 If you are notified that the account will not be able to unlock FileVault until it has logged in at least once, click OK.

7 If a dialog appears with an “Automatic login is turned on. Do you want to turn it off?” prompt, click Turn Off Automatic Login.

Note that because you authenticated as an administrator, you could configure several other account properties here, including changing Chris’s user icon, granting Chris admin rights, or using parental controls to limit the account.

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Log In to the New User Account

In these steps you log in to Chris’s user account to verify that it was created correctly.

1 From the Apple menu, choose Log Out Local Admin.

2 In the dialog asking if you are sure, click Log Out.

3 At the login screen, select Chris Johnson and enter the password.

You are now logged in as Chris Johnson. Since this account is not yet tied to an Apple ID account, a screen appears to allow you to configure an Apple ID. There are several ways to do this. Choose the appropriate one for your situation:

Image If you are performing these exercises in a classroom environment, the instructor will provide you with an Apple ID to use with the “Option 1: Link Chris Johnson with an existing Apple ID” instructions that follow.

Image If you are performing these exercises on your own and have an existing Apple ID that you want to use, you can use your own Apple ID with the “Option 1: Link Chris Johnson with an existing Apple ID” instructions.

Image If you are performing these exercises on your own and do not have an existing Apple ID or prefer to use a new Apple ID for these exercises, follow the “Option 2: Create a New Apple ID” instructions that follow.

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Note

If the Sign In screen does not appear, your computer may be having trouble reaching the iCloud servers over the Internet. In this case, you may proceed with the exercise by skipping ahead to the “Adjust Chris Johnson’s Preferences” section, but you will need to create an Apple ID in order to perform the iCloud sections in later exercises. After troubleshooting your Internet connection, you can create an account in the iCloud pane in System Preferences.


Option 1: Link Chris Johnson to an Existing Apple ID

If you are performing these exercises in a classroom environment, or wish to use your existing Apple ID for these exercises, follow these instructions to link the Chris Johnson account to the Apple ID.


Note

If you are performing these exercises in a classroom environment, you should use an instructor-provided Apple ID rather than your own Apple ID.


1 Enter the Apple ID and password your instructor provided (or for your own Apple ID account), and click Continue.

2 If you used an Apple ID with two-step verification or two-factor authentication, you are prompted to verify your identity via one of your devices. Follow the prompts to finish authenticating.

3 If a Terms and Conditions screen appears, read through the terms, and if they are acceptable, click Agree; then click Agree in the confirmation dialog that appears.

4 If you are prompted to enter the password from one of your other devices, do so.

5 If an iCloud Keychain screen appears, select “Set up later,” and click Continue.

6 If an iCloud Drive screen appears, this Apple ID has been used with an older version of OS X or iOS and has documents stored in an older format. See Reference 17.5, “Use iCloud Drive,” for more information about iCloud Drive.

Image If you are performing these exercises in a classroom environment, select “Upgrade to iCloud Drive,” click Continue, and then click Continue in the confirmation dialog that appears.

Image If you are performing these exercises on your own and want to upgrade your iCloud account’s document storage to iCloud Drive, select “Upgrade to iCloud Drive,” click Continue, and then click Continue in the confirmation dialog that appears.

Image If you are performing these exercises on your own and do not want to upgrade your iCloud account’s document storage at this time, select Not Now, click Continue, and then click Don’t Upgrade in the confirmation dialog that appears.

Note that you can always upgrade later in iCloud preferences.

7 If an “All your files in iCloud” screen appears, deselect “Store files from Documents and Desktop in iCloud Drive,” and click Continue.

You are welcome to experiment with this feature on your own, but having it turned on for the Chris Johnson account may interfere with subsequent exercises.

8 If an Enable Siri screen appears, deselect “Enable Siri on this Mac,” and click Continue.

9 If you are prompted to set up Touch ID, click Continue, then click Set Up Touch ID Later, then click Continue in the confirmation dialog.

Option 2: Create a New iCloud Account

If you are performing these exercises independently and wish to create a new Apple ID to use in these exercises, follow these instructions to link the Chris Johnson account to a new Apple ID.


Note

Do not use this option in a classroom environment. Apple limits the number of Apple ID accounts that can be created using this method on a particular computer, so doing this on a classroom computer may interfere with future classes. If you are using your own computer for these exercises and already have an Apple ID, you might also want to use it (with the Option 1 instructions) to avoid affecting your computer’s quota.


1 In the “Sign In with Your Apple ID” window, click “Create new Apple ID.”

Image

2 If you are notified that you cannot create an Apple ID because “This Mac is no longer eligible to create Apple ID accounts,” your computer has reached the number of accounts it is allowed to create. In this case, you have two options:

Image You may create an Apple ID account on another Mac computer or iOS device, and then click the Back button and follow Option 1 (the preceding section) to use the new account.

Image If you cannot create an Apple ID account on another device, you can click Continue, and then skip ahead to the “Adjust Chris Johnson’s Preferences” section of this exercise. In this case, you will not be able to perform the iCloud sections in later exercises unless you create an Apple ID on another device, and then use the iCloud pane of System Preferences to sign in to iCloud for the Chris Johnson account.

3 In the first “Create an Apple ID” screen, use the pop-up menus to enter your birthday, and then click Continue.

4 Enter your name.

5 Depending on whether you want to create an Apple ID linked to an existing email address or create a new iCloud.com email address, do one of the following:

Image To use an existing email address, enter the address in the Email address field.

Image To create a new iCloud.com email address, click “Get a free iCloud email address,” and then enter the account prefix you would like.

6 Choose a password, and enter it in the “password” and “verify password” fields.

7 Click Continue.

If you see a warning that says your Apple ID couldn’t be created because the email address you chose is “no longer available” or “in use by another Apple ID,” choose a different name.

8 Choose three security questions, enter their answers, and click Continue.

9 In the Terms and Conditions screen, read through the terms, and if they are acceptable, click Agree; then click Agree in the confirmation dialog that appears.

10 In the iCloud Keychain screen, select “Set up later,” and click Continue.

11 If an “All your files in iCloud” screen appears, deselect “Store files from Documents and Desktop in iCloud Drive,” and click Continue.

You are welcome to experiment with this feature on your own, but having it turned on for the Chris Johnson account may interfere with subsequent exercises.

12 If an Enable Siri screen appears, deselect “Enable Siri on this Mac,” and click Continue.

13 If you are prompted to set up Touch ID, click Continue, then click Set Up Touch ID Later, then click Continue in the confirmation dialog.

14 If you linked your Apple ID to an existing email address, the new account is not fully enabled until you verify ownership of the email address. Check your existing email account for a verification request, and follow the instructions in that message.

Adjust Chris Johnson’s Preferences

Just as you did with the Local Admin account, you can adjust Chris Johnson’s preferences to allow easy access to system files.

1 In the Finder, choose Finder menu > Preferences.

2 Select the options to show hard disks and connected servers on the desktop.

3 From the “New Finder windows show” pop-up menu, choose your system volume (typically Macintosh HD).

4 Click the Sidebar button at the top of the Finder Preferences window.

5 Select “chris” in the Favorites section of the sidebar and “Hard disks” in the Devices section. Note that “Hard disks” should be fully selected (a checkmark in the checkbox), not just partially selected (a dash in the checkbox).

6 Close the Finder Preferences window.

7 Navigate to the /Applications folder (choose Go menu > Applications or press Command-Shift-A).

8 Just as you did in the Local Admin account, drag the TextEdit application into the left side of Chris’s Dock.

9 Navigate to /Users/Shared. Since Chris’s Finder preferences are set to show the hard disks on the desktop, you can open Macintosh HD from the desktop, open Users, and then open Shared.

10 Drag the StudentMaterials folder into the right side of Chris’s Dock.

11 Open System Preferences, and click the Desktop & Screen Saver preferences.

12 Select a different desktop picture.

13 If you like, adjust the Mouse and Trackpad preferences to your personal taste, just like you did in the Local Admin account.

Examine Chris Johnson’s Account

1 In System Preferences, open Users & Groups preferences.

Notice that you have different options than you had when logged in as Local Admin. For instance, you cannot allow yourself to administer the computer or turn on parental controls for yourself. You can, however, configure a Contacts card or add login items (which will open every time you log in). Also, you cannot select any account other than your own.

2 In the lower-left corner, click the Lock button, and authenticate as Local Admin (either the full name Local Admin or the account name ladmin). This unlocks Users & Groups preferences and allows you to make changes to other user and group accounts while remaining logged in as Chris.

Image

3 Control-click Chris’s account in the account list, and choose Advanced Options from the shortcut menu.

The Advanced Options dialog appears and displays the hidden attributes of the Chris Johnson account.

Image

Note that your alias list may have entries relating to your Apple ID. This depends on whether you linked the account to iCloud and exactly how your iCloud account is configured.

4 Click Cancel (or press Command-Period) to dismiss the dialog. It is always a good idea to cancel a settings dialog when you have not made changes to it.

5 Leave System Preferences open for the next exercise.

Exercise 5.2 Create a Managed User Account


Image Prerequisites

Image You must have created the Local Admin (Exercise 2.1, “Configure a New macOS System for Exercises,” or Exercise 2.2, “Configure an Existing macOS System for Exercises”) and Chris Johnson (Exercise 5.1, “Create a Standard User Account”) accounts.


In this exercise, you will create a managed account with parental controls applied and observe the resulting restrictions on that account.

Create an Account with Parental Controls

1 If necessary, log in as Chris Johnson, open Users & Groups preferences in System Preferences, and authenticate as Local Admin (again, remember that you can use the account name ladmin instead of the full name Local Admin).

2 Click the New User (+) button beneath the account list, and enter the following information:

New Account: Managed with Parental Controls

Age: 4+

Full Name: Johnson Junior

Account Name: junior

Password: If you are performing this exercise in a class, enter junior in the Password and Verify fields. If you are performing this exercise on your own, select a more secure password for the Johnson Junior account. Be sure to remember the password you have chosen because you will need to reenter it later.

You may provide a password hint if you want.

Image

Note

If you already have an account named “Johnson Junior” or “junior,” you will have to use a different name here and then remember to use your substitute name throughout the rest of the exercises.


3 Click Create User.

4 Verify that Johnson Junior’s account is selected in the account list.

Since you created the account as managed, the “Enable parental controls” checkbox is selected.

5 Click Open Parental Controls.

This takes you to Parental Controls, another pane in System Preferences.

6 If you are prompted to authenticate again, enter Local Admin’s account name and password.

7 On the Apps tab, make sure that “Limit Applications on this Mac” is selected.

8 Click the Other Apps disclosure triangle to see what applications are allowed by default.

Image

9 Click the Web tab to configure Junior’s web restrictions.

10 Make sure the “Allow access to only these websites” option is selected, and leave the default site list.

11 Click through the Stores, Time, Privacy, and Other tabs of Parental Controls to see what other restrictions are available.

12 On the “Other” tab, select Use Simple Finder.

13 Quit System Preferences, and log out of the Chris Johnson account.

Test the Managed User Account

You can now log in to Johnson Junior’s user account to see the effects of the parental controls you have configured.

1 At the login screen, select Johnson Junior, enter the password (junior, or whatever you chose), and press Return.

2 If you are prompted to sign in with your Apple ID, select “Don’t sign in,” click Continue, and then click Skip in the confirmation dialog.

3 If you are prompted to enable Siri, deselect that option, and then click Continue.

Because you restricted Junior’s account to the Simple Finder, the interface looks a bit different than normal.

4 If you are prompted to set up Touch ID, click Continue, then click Set Up Touch ID Later, then click Continue in the confirmation dialog.

5 Look at the options available in the Apple, Finder, File, and Help menus. Notice that most of the usual Finder capabilities are missing.

6 In the Dock, click the leftmost of the folder icons (marked with a stylized A for Applications).

Image

The Simple Finder application launcher opens and shows icons for the applications Junior is allowed to open.

Image

7 Open Safari. If Safari is not shown on the first screen of applications, click the right arrow to show more applications.

Use the Safari address bar to navigate to www.wikipedia.org.

8 Since Wikipedia is not on the list of allowed sites, an error message appears.

Image

9 Click Add Website, and authenticate as Local Admin.

10 If necessary, reload the page by choosing View menu > Reload Page or pressing Command-R.

This time, the Wikipedia front page loads.

11 Quit Safari, and log out as Johnson Junior.

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