Adding users to groups and assigning permissions

Note: You can create groups first and then users later or users first and groups later. Once you have created groups and users, you can assign them to each other either from within the Group Manager or the User Manager.

The following procedures assume you have created users first and are now creating groups to which you may add the users.

Adding users to groups in Group Manager

Use this procedure to create or edit a group in the Group Manager.

  1. Open the Group Manager.

  2. Add or edit the group you want to add users to.

  3. Click on the Members tab.

  4. In the Add Members section near the bottom of the page, locate the user(s) you want to add to this group.

  1. Click the checkbox next to each name to add to the group.

  2. Click Add Selected.

  1. Click Save.

Granting group access to sites

This procedure allows you to give groups access to one or more of your web sites. The default setting when you create groups is that they have access to all sites.

  1. In the Group Manager, add or edit the group you want to set site access for.

  2. Click on the Sites tab. The default setting is for new groups to have access to all available sites within any applicable Site Group.

  3. If you want the group to have access to all sites, leave the Available in all sites checkbox checked.

  4. If you want the group to have access to some sites but not others, uncheck the Available in all sites checkbox and select individual sites.

  5. Click Save.

Granting group access to Admin functions

If you do not set the group to be a Permissions group and assign features on this, the Tools tab, your users will have extremely limited capacity within the system. Once you check the Permissions checkbox for a group, the Tools tab is displayed and you can give the group access to the Digital Assets Manager, the Syndication Manager, and more.

Use this procedure to give user groups access to selected features in the Admin Center.

Granting rights to edit users

The settings on this tab are only used if you are creating a group that will have the rights to create and manage other users. If this group will not be allowed to edit other user records, you do not need to complete this section.

  1. Make sure you have checked the User Manager and Group Manager options on the Tools tab.

  2. On the User Domain tab, select the User Folder this group will have access to. You can only select one option so all groups they will be responsible for managing must fall within the group you select. This is where you can see the importance of grouping groups into separate and distinct functional areas. You need a pyramid shaped hierarchy of groups so that you can assign a user manager at a particular level and provide access only to the groups below that level.

  3. Click Save.

Granting rights to digital assets

The Asset Domain tab is used for Groups that will be providing content. The folders that you select contain photos, videos, documents and other types of files uploaded to the ACM. These files can be incorporated into your web site's content by providers, but only if they have been given access to the folders that house these files. This is where you provide that access.

  1. In the Group Manager, click on the Asset Domain tab.

  2. Select the folders you want this group to have access to. Group members will be able to access only the digital assets (text and image files) found in the selected folders.

  3. Click Save.

Granting access to syndicated content

The Syndication Manager is the ACM's central repository for syndicated content - content that is used over and over in different ways and locations throughout the system. Use this procedure to grant access for this group to your syndicated pagelet (mini pages that get inserted on regular web pages) content.

  1. In the Group Manager, click on the Pagelets tab.

  2. Select the folders you want this group to have access to. Group members will be able to access only the pagelets found in the selected folders.

  3. Click Save.

Granting rights to use specific page types

Use this procedure to restrict a group of users' access to selected page types. At the outset of your system configuration, you may wish to simply leave the default settings as is until you are more familiar with who will be updating which content, etc.

  1. In the Group Manager, click on the Page Types tab.

  2. Select the page types you want this group to have access to.

    Note: If you remove access to a page type, members of this group will not be able to create or edit pages of that type. Be sure you understand the implications of changing these settings before restricting page type access.

  3. Click Save.

Granting access to HTML editor toolbar options

There are a number of different HTML editors that can be added in and used with the ACTIVE Content Manager. Regardless of which editor you are using, you can use the XXXXX Editors tab in the Group Manager to control which editor toolbar buttons are accessible to this group's members. For example, you may wish to disable the Insert Image button if you do not want this group to be able to insert images into your site's content.

  1. In the Group Manager, click on the HTML tab.

  2. Select the tools you want this group to have access to.

    Note: If you uncheck an item, it still appears on the HTML editor toolbar but it will be greyed out. Some users choose to disable the Italics and Horizontal Rule buttons as they do not want this type of formatting on their sites. You can also remove the HTML Mode option if you do not want users working directly with HTML coding.

  3. Click Save.