Permissions
Permissions go hand in hand with roles. Each role is made up of a customizable set of permissions. When a role is assigned to a user, the role defines what that user may or may not do. For example, say you've created a role called "Page Editor." When you are setting up the permissions for this role, you give it permission to add pages, copy pages, and delete pages. You do not give it permission to add or edit content on a page. After you assign the "Page Editor" role to a user, that user will be able to add, edit, or delete pages, but will not be able to add or edit content on a page.
A user cannot grant any permission to a role that they don’t have themselves. For example, suppose you have the permission to create roles, but you do not have the permission to add pages. When you create a new role, you won’t be able to assign the "add pages" permission to that new role.
Opening the Permissions Administration
- Click on the Administration dropdown arrow on the left-hand side of your screen. Then select Permissions.
- This will bring up the Permissions Administration.
Assigning Permissions to Roles
- Use the dropdown arrow next to "Choose Role" to select the role to be reviewed and/or modified.
- Note that if you select "Administrator" all permissions will be greyed out. This is because the Administrator role is a system defined role that cannot be changed on any site.
- Set the appropriate permissions for that role by checking or unchecking boxes next to each permission.
- Some check boxes may be disabled, depending on your own user role (Webtreepro will not allow any permissions to be assigned unless the logged-in user has them, also).
- When complete, do one of the following:
- Click Apply to save changes and remain in the Permissions screen.
- Click Done to save changes and exit the screen.
- Click Cancel to abandon any changes and exit the screen.
Advanced Permissions
The Permissions Administration screen will allow you to set permissions on a site-by-site and page-by-page basis. You can assign a role specific permissions, depending on which site, or even, which page is selected.
- Open the Permissions Administration screen and click on the Advanced Permissions button.
- This will open the Advanced Permissions screen.
- From the "Choose Role" drop-down on the left side, select the role to be reviewed or changed.
- Below the "Choose Role" dropdown is the tree view. You will see that "All Child Sites" is selected by default. Directly below this is the name of the Parent Site. Next, the Child Sites will be shown indented under the Parent Site (click the + icons to view the pages within the child sites). After this, the pages within the Parent Site are listed, beginning with "Home."
- Look at the right side of the screen. The permissions granted to that role will be shown by the checked checkboxes. At "All Sites," use the checkboxes to select particular permissions. You will be giving permissions to both the Parent Site and all its Child Sites.
- To grant permissions on a site-by-site basis, select each site from the tree view. The name of the site will appear in the right panel heading. Use the checkboxes in the right panel to choose permissions.
- NOTE: Click Apply before going on to the next site, otherwise, your changes will NOT be saved. You can follow the same steps to give specific permissions to pages.