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Applications

  • 1. Applications
  • 2. Access rights
  • 2. License Overview
  • 3. Role/Permission Matrix
  • 4. User Groups
  • 5. User Roles
  • 6. Permissions
  • v7.3 - Last Mod.: 07/09/2013

    1. Applications

    Note: The versions before v6.2 had the function Application Links at this point, which was in v6.2 exchanged through applications, widgets and canvas pages. This brings much more flexibility.
    1. Click the button Portal Manager to get to the administrative area.
    2. Then click Tools & Administration > Applications.
    3. In the navigation on the left, below Applications click Overview.

    1.1 Overview

    Tab Overview

    All existing applications are listed here:
    • Status Shows the status of the application, green = active, red = inactive.
    • Typ Shows the type of widget.
    • Name Shows the name of the application. By clicking the name you get to the editing mode, q.v. 1.3 Edit.
    • Description Shows a description.
    • Actions By clicking the icon you can edit the application, set access rights, translate it and view it in the preview.
    1. Choose from the selection box Type which kind of application you want to view.
    2. If required enter in the field Keyword the name of an application to look it up.
    3. Click the button Select.
    4. Click the name of the application to edit it, q.v. 1.3 Edit.
    Tab Sitemap

    Here you can view the structre and interlacing of the applications and widgets.
    1. Choose fromt the selection box Application the application you want to view.
    2. Click the button Select.
    3. Click the Name of the application to edit it, q.v. 1.3 Edit.
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    1.2 Add

    Note: You can add applications as well as links or widgets. The corresponding information/path/URL, target is depending on what you are adding.
    1. Click the tab Add.
    2. Enter in the field Name a name for the new application/widget/link, etc.
    3. Enter in the field Description a description.
    4. If you want to add an application enter in the aprea Application
      1. in the field Path the corresponding template path, e.g. /account/promotion,
      2. choose from the selection box Assignment the desired level and belonging of the application,
      3. enable the checkbox Status.
    5. If you want to add a widget choose in the area Widget-Content
      1. from the selection box Type the kind of widget, e.g. iFrame.
      2. enter ifappropriate in the field Content or Path the actual content/path.
    6. If you want to add a link choose in the area Link
      1. from the selection box URL the protocol, e.g. http:// and enter in the field behind the acutal URL, e.g. www.siteforum.com,
      2. wchoose from the selection box Target how the link is supposed to open up.
      Note: The link is the link in the header area of the widgets (colored bar) as well as the link in the network navigation.
    7. Click the button Save when ready.
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    1.3 Edit

    1. Choose in the Overview the application you want to edit.
    2. Click the Name of the application.
    3. Edit the application as desired, q.v. 1.2 Add.
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    1.4 Access Rights

    1. Choose in the Overview the application whose access rights you want to edit.
    2. Click the icon Actions on the right and click Access Rights.
    3. Enable in the area User roles the user roles which should be able to access the application.
    4. If required enable in the area User groups the user groups which should get access to the application.
    5. Under Conditions you can describe additional variable conditions, that will control access to the application.
      Note: You need SITEFORUM Studio access to use this feature.
    6. Click the button Save when ready.
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    1.5 Languages

    1. Choose in the Overview the application which you want to translate.
    2. Click the icon Actions on the right and click Languages.
    3. Enter in the active languages a new Name and a new Description.
    4. Click the button Save when ready.
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    1.6 Preview

    1. Choose in the Overview the application you want to preview.
    2. Click the icon Actions on the right and click Preview.
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    1.7 Delete

    Note: Only applications added by us can be deleted. Default applications can only be disabled but not deleted.
    1. Choose in the Overview the application which you want to delete.
    2. Click the icon Actions on the right and click Delete.
    3. Confirm the erasing procedure by clicking the button OK.
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    1.8 Canvas Pages

    In this area you can sort the applications and widgets.
    1. Click the button Portal Manager to get to the administrative area.
    2. Then click Tools & Administration > Applications.
    3. In the navigation on the left, below Applications click Canvas Pages.
    4. Choose from the selection box Type the desired type
      Note: Applications are classic applications which are mainly controlled through the network navigation, such as wiki or blogs. Design Modules are the SITEFORUM Design Modules, which control among others the different menu types, such as main navigation or icon menues. Individual Pages are pages added by you.
    5. Click the button Select.
    You get an overview over the elements:
    • Scope Shows if the element can either be customized by the user (green icon), or if the element cannot be customized, but a customization would be possible (yellow icon with hook) or if the element cannot be customized at all (yellow icon without hook).
      Note: Most of the applications can be unlocked for user customization, q.v. Lock/Unlock.
    • Name Shows the name of the element.
      By clicking the name you get to the editing mode.
    • Description Shows a description of the element, which you can edit, q.v. 1.3 Edit.
    • Widgets Shows the number of widgets per page, e.g. 4+3= 4 widgets on the left and 3 widgets on the right.
    • Action By clicking the icon you can take several actions.
    Edit
    Note: To edit an element here means to add or remove widgets and to define their order.
    1. Choose the element you want to edit.
    2. Click the icon Actions and choose Edit.
    3. Click the x in the colored bar of the widget to remove the element.
    4. To change the order,
      • go with the mouse over the colored bar until a crosshairs appears,
      • hold the left mouse button and drag the widget to the desired spot;
      • drop the widget by releasing the mouse button.
    5. To add other widgets to the element,
      • click on More Apps at the bottom,
      • look for the desired widget,
      • go with the mouse over the colored bar until a crosshairs appears,
      • hold the left mouse button and drag the widget to the desired spot;
      • drop the widget by releasing the mouse button.
    The new arrangement is now saved, you do not especially need to click a button Save.

    Lock/Unlock
    Note: Most of the applications can be locked/unlocked for individual user customization. Icons in the column Scope illustrate that.
    1. Choose the element you want to lock/unlock.
    2. Click the icon Actions and choose Unlock or Lock.
    Changes are saved immediately you do not especially need to click a button Save. The icon in the column Scope changed.

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    1.9 Settings

    In this area you can edit different application settings.

    Canvas Pages / Widgets
    1. Settings Activate the option to display individual color settings in every widget.
      Select the number of colors in the corresponding drop-down box below. There are 3 colors available by default, further ones can be added via CSS.
    2. Guest-Access Activate this option to allow guests sorting widgets and editing individual settings.
      Please do not forget to give your regulars the same rights first.
    Application Pool
    1. Position Select the position of the application pool ("More apps") shown on your canvas pages.
    2. Portal-View Select the applications, which should be shown in the pool. You can either show all active apps, or only selected ones.
      To choose such applications, please use the mass operation Activate (application pool) under Tools & Administration > Applications > Overview.
      Note: This mass operation is only visible, if Show only selected applications is set in the box.

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    2. Access rights

    With the Accress Rights you can assign, manage and create individual user groups, user roles and permissions. Create user groups like "Sales Department," "Employees" or "Customers" to categorize your users and to offer personalized access.
    TIP: Take a look at the animated video manuals to this topic.
    Note: To make settings here you have to be either a "Contact Manager" or a "Portal Master."


    2. License Overview

    This overview shows all users in your portal that currently hold an administrator license.
    1. Click the button Portal Manager to get to the administrative area.
    2. Then click Tools & Administration > Applications.
    3. In the left navigation, below Views, click License Overview.
    In the area License the overview of assigned licenses is listed:
    • License Shows the kind of license.
    • Max. Shows the maximal number of users.
    • Assigned Shows the number of assigned users.
    • Open Shows the number of open licenses.
    • Graphic Displays the relation graphically.
    In the area Administrators/Managers you find the table containing all users with an administrator role:
    • Name Shows the name of the administrator.
    • User Name Shows the user name.
    • Email Shows the email address.
    • License Required Shows if the user requires a license or not.
    • Delete By clicking the icon you can delete the license.
      Note: Only a license not in use can be deleted.

    2.1 Manage Users

    • By clicking the button Manage Users you get to the administration of all users.
    Here you can add new users, assign them to user groups or give them user roles, q.v. Support End Users > Marketing & CRM > Users & Contacts.

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    2.2 Order License

    • By clicking the button Order License you get to a form to order further licenses.
    Please follow the given instructions.

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    3. Role/Permission Matrix

    This matrix shows the combined roles and permissions.
    1. Click the button Portal Manager to get to the administrative area.
    2. Then click Tools & Administration > Applications.
    3. In the navigation in teh left, below Views, click Role/Permission Matrix.

    3.1 Simple View

    • Click the tab Simple View to get to the overview of roles and permissions.
      • Horizontally you see the particular role.
        By clicking the role you get to the overview of the users in the user administration.
      • Vertically you see the particular permissions of the role.
        By clicking the permission you get to the overview of the users in the user administration.
      • See also Support End Users "Marketing & CRM > Users & Contacts.".
    • By clicking the button Show user count the user count of roles and permissions is shown.
    • By clicking the button Hide user count the user count of roles and permissions is hidden.
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    3.2 Recursive View

    • Click the tab Recursive View to get to the overview of all roles and inherited permissions.
      • Horizontally you see the particular role.
        By clicking the role you get to the overview of the users in the user administration.
      • Vertically you see the particular permissions of the role and the inherited permissions.
        By clicking the permission you get to the overview of the users in the user administration.
      • See also Support End Users "Marketing & CRM > Users & Contacts.".
    • By clicking the button Show user count the user count of roles and permissions is shown.
    • By clicking the button Hide user count the user count of roles and permissions is hidden.
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    4. User Groups

    With user groups you can personalize access to SITEFORUM elements like stories, menus, forums, polls, catalogs, products, etc.
    Warning: User groups do not define access rights for administrative features but make certain content available for selected users.
    1. Click the button Portal Manager to get to the administrative area.
    2. Then click Tools & Administration > Applications.
    3. In the navigation on the left, below Classification, click User groups.
    Here you find the Overview over all existing groups (network groups and user groups).

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    4.1 Overview

    Canvas Page for groups - you can fully customize the content with widgets.

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    4.2 Add

    1. Enter a name for your group into the field Title of the group. 
    2. Enter a description into the field description (this will be displayed in the list).
    3. Enter, if applicable, a description into the field Long Description.
    4. In the area Tags you can choose and assign group tags.
    5. Under categories you can categorize your group. 
    6. In the Members area you can choose what type of group you want to create: open or closed network group, or user group.
    7. Click the button Save when ready.

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    4.3 Edit

    1. Choose a group from the list that you want to edit.
    2. Click on the Action Icon and select Edit
    3. Adjust the settings.
    4. Click the button Save when ready.
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    4.4 Delete

    1. Choose the group you want to delete.
    2. Click on the Action Icon and select Delete
    3. Confirm by clicking the button OK.
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    5. User Roles

    User roles define what a certain user may do in the portal, like manage menus, modify forums, create users, etc. A role gets assigned with permissions or other roles which also can inherit other roles.
    1. Click the button Portal Manager to get to the administrative area.
    2. Then click Tools & Administration > Access Rights.
    3. In the navigation on the left, below Classification, click User Roles.
    You get to the user role overview.
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    5.1 Overview

    The overview shows which roles exist and how many users are assigned to which role:
    • User Shows the number of given users who hold this permission in the portal.
      By clicking the + another user can be assigned to the group, q.v. 6.2 Add.
    • Name Shows the name of the user role.
      By clicking the name you get to the permissions, which are assigened to the group, q.v. 5. Permissions.
    • Description Shows a description of the user role.
    • License Shows if a license with costs is needed.
    • Edit By clicking the icon you get to the editing mode.
    • Delete By clicking the icon you can delete the group.
      Note: Roles given by the system cannot be deleted. Only self-created roles can be deleted.
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    5.2 Add

    1. Click the tab Add.
    2. Enter in the field Name a name for the role.
    3. Enter in the field Description a description.
    4. Click the button Save when ready.
    The new user role is shown in the overview.
    Warning: You have to assign permissions to the new user role, q.v. 5.3 Edit.
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    5.3 Edit

    1. Choose the role you want to edit.
    2. Click the button Edit.
    3. With a self-created role you can edit Name and Description.
    4. In the area Assign permissions to role choose the permission you want to assign to or revoke from the role.
    5. Click the button Save when ready.
    • In the area All permissions of role all permissions of the chosen role are shown.
      Warning: These permissions are not necessarily all directly assigned. They could also be assigned to other roles, which are assigned to the selected role.
    • In the area All roles assigned to role all assigned roles to the chosen role are shown.
      Warning: These roles are not necessarily all directly assigned to the role. They could also be assigned to other roles, which are assigned to the selected role.
    • In the area Assign other roles you can assign all permissions of another role to the role you are editing right now.
      1. Choose from the selection box the role whose permission you want to assign to your role.
      2. Click the button Assign role to your role.
    • In the area Remove assigned roles you can remove assigned roles from the editing role.
      1. Choose from the selection box the role whose permission you want to remove from your role.
      2. Click the button Remove assigned role from your role.
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    5.4 Delete

    Warning: Roles given by the system cannot be deleted. Only self-created roles can be deleted.
    1. Choose the role you want to delete.
    2. Click the button Delete.
      You get an overview of all inherited roles.
    3. Confirm the erasing procedure by clicking the button OK.
    Note: None of these heredities remains after removing.

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    6. Permissions

    Permissions define what a certain user role may do in this portal. Permissions get assigned to user roles and user roles can be assigned to users.
    1. Click the button Portal Manager to get to the administrative area.
    2. Then click Tools & Administration > Applications.
    3. In the navigation on the left, below Classification, click Permissions.
    You get to the overview of all permissions.
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    6.1 Overview

    The overview shows which permissions exist and how many users are assigned to:
    • Name Shows the name of the permission and in brackets the number of users assigned to this permission.
      By clicking the name you get to the user administration, q.v. Support End Users "Marketing & CRM > Users & Contacts."
    • Description Shows a description of the permission.
    • Edit By clicking the icon you get to the editing mode.
      Note: Permissions given by the system cannot be deleted. Only self-created permissions can be deleted.
    • Delete By clicking the icon you can delete the permission.
      Note: Permissions given by the system cannot be deleted. Only self-created permissions can be deleted.
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    6.2 Add

    Note: You can only add permissions when you have access to the SITEFORUM Studio platform.
    1. Click the tab Add.
    2. Enter in the field Name the name of the permission.
    3. Enter in the field Description a description.
    4. Click the button Save when ready.
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    6.3 Edit

    Note: Permissions given by the system cannot be edited. Only self-created permissions can be edited.
    1. Choose the permission you want to edit.
    2. Click the button Edit.
    3. Edit the permission as wanted.
    4. Click the button Save when ready.
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    6.4 Delete

    Note: Permissions given by the system cannot be deleted. Only self-created permissions can be deleted.
    1. Choose the permission you want to delete.
    2. Click the button Delete.
    3. Confirm the erasing procedure by clicking the button OK.
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