Access Rights

• 1. License Overview
  • 1.1 Manage Users
  • 1.2 Order License
• 2. Role/Permission Matrix
  • 2.1 Simple View
  • 2.2 Recursive View
• 3. User Groups
  • 3.1 Overview
  • 3.2 Add
  • 3.3 Edit
  • 3.4 Delete
• 4. User Roles
  • 4.1 Overview
  • 4.2 Add
  • 4.3 Edit
  • 4.4 Delete
• 5. Permissions
  • 5.1 Overview
  • 5.2 Add
  • 5.3 Edit
  • 5.4 Delete

v7.3 - Last Mod.: 07/09/2013

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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.

1. 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.

I 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.

1.1 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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1.2 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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2. 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.

2.1 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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2.2 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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3. User Groups

With user groups you can personalize access to SITEFORUM elements like stories, menus, forums, polls, catalogs, products, etc.

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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3.1 Overview

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

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3.2 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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3.3 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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3.4 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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4. 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 > Applications.
3. In the navigation on the left, below Classification, click User Roles.

You get to the user role overview.

4.1 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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4.2 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. TOP

4.3 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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4.4 Delete

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.

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5. 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.

5.1 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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5.2 Add

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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5.3 Edit

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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5.4 Delete

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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