Applications and Access Rights

1. Applications 2. Access Rights
3. Licence Overview 4. Role/Permission Matrix 5. User Groups 6. User Roles 7. Permissions
v12.0 - Last Mod.: 07/04/2022

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.

1.1 Overview

Tab Overview

  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.
  All existing applications are listed here:
  • Status Shows the status of the application, green = active, red = inactive.
  • Type 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.
  • Choose which kind of application you want to view from the selection box Type.
  •  If required enter in the field Keyword the name of an application to look it up.
  •  Click the button Select.
  • Click the name of the application to edit it, q.v. 1.3 Edit.

   
Tab Sitemap

    Here you can view the structure and interlacing of the applications and widgets.
  1. Choose the application you want to view from the selection box Application.
  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.
  1. Enter a name for the new application/widget/link, etc in the field Name.
  2. Enter a description in the corresponding field.
  3. If you want to add an application enter in the area Application:
  • in the field Path the corresponding template path, e.g. /account/promotion,
  • choose from the selection box Assignment the required level and assignment of the application,
  • activate the checkbox Status.
  1. If you want to add a widget choose the following in the Widget-Content area
  • from the selection box Type the kind of widget, e.g. iFrame.
  • enter the actual content/path in the field Content or Path if needed.
  1.  If you want to add a link choose the following in the area Link
  • from the selection box URL the protocol, e.g. http:// and enter the acutal URL, e.g. www.siteforum.com in the field behind,
  • choose 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.
  1. Click the Save button when ready.

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1.3 Edit

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


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1.4 Access Rights

  1. Choose the application whose access rights you want to edit in the Overview .
  2. Click the Actions icon on the right and select Access Rights.
  1. Enable the user roles which should be able to access the application in the area User roles.
  2. If required enable the user groups which should get access to the application in the area User groups .
  3. Under Conditions you can describe additional variable conditions, that will control access to the application.
Note: Sie brauchen SITEFORUM-Studio-Zugriff, um diese Funktion nutzen zu können.
  1. Click the Save button when ready.


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1.5 Languages

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

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1.6 Preview

  1. Choose the application you want to preview.in the Overview.
  2. Click the Actions icon on the right and select 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 the application that you want to delete.in the Overview.
  2. Click the Actions icon on the right and select Delete.
  1. Confirm the deletion process by clicking the button OK.

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1.8 Canvas Pages

In this area you can sort applications and widgets..
  1. Click the Portal Manager button 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 Type selection box 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 Select button.
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 check) or if the element cannot be customized at all (yellow icon without check).
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 adding or removing widgets and defining their order.
  • Choose the element you want to edit.
  • Click the Actions icon and choose Edit.
  • Click the x in the colored bar of the widget to remove the element..

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.

 To add other widgets to the element:

  • click on More Apps,
  • look for the 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 need to click a Save button.

Lock/Unlock

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

    In this area you can edit different application settings.

1. Canvas Pages / Widgets
  • 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.
  • Guest Access ctivate this option to allow guests sorting widgets and editing individual settings. Please do not forget to give the user group "Regular" the same permissions first.
  • Application Pool
    • Position Select the position of the application pool ("More apps") shown on your canvas pages.
    • 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.
Note: To make settings here you have to be either a "Contact Manager" or a "Portal Master."
 
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3. License Overview

   This overview shows all users in your portal that currently hold an administrator license.
  1. Click the Portal Manager button to get to the administrative area.
  2. Then click Tools & Administration > Applications.
  3.  Click License Overview in the left navigation.
     In the License area 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 a graphical representation of the relation.
   In the area Administrators/Managers you find a 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 an unused license can be deleted.
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3.1 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. Services > Documentation > Marketing & CRM > Users & Contacts.

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3.2 Order Licenses

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

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4. Role/Permission Matrix

This matrix shows the combined roles and permissions.
  1. Click the Portal Manager button to get to the administrative area.
  2. Then click Tools & Administration > Applications.
  3. Click Role/Permission Matrix in the navigation.
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4.1 Simple View

Click the tab Simple View to get to the overview of roles and permissions..
  • Horizontally you see the role.
  • By clicking the role you get to the overview of the assigned users in the user administration.
  • Vertically you see the permissions of the role.
  • By clicking the permission you get to the overview of the assigned users in the user administration..
  • By clicking the button Show user count the user count of roles and permissions is displayed.
  • By clicking the button Hide user count the user count of roles and permissions is hidden.