Speaking of permissions...
This feature allows managing access permissions to specific platform resources. It allows assigning permissions to specific users, roles and groups, except for the administrator user. The administrator user always has full access to the company’s contents; therefore, such permissions do not apply to this user.
Permission options vary depending on the system resource type; they can be classified as view, change, or deletion, among others.
Permissions are defined by the administrator user.
Features and their permission options
Check out the available permission options for each feature in:
Define permissions
01. In the main menu, click Control Panel, then check People container and click Permissions.
02. Select the category for which the permissions will be defined.
The categories available for applying permissions are:
- System resources: allows assigning permissions to certain system resources - such as widgets and pages - by group, role, and user;
- Group: allows relating system resources to user groups and assigning desired permissions to each group in each resource;
- Role: allows relating system resources to user roles and assigning desired permissions to each role in each resource;
- User: allows relating system resources to users and assigning desired permissions to each user in each resource.
03. Click Next Step.
Upon clicking Next Step, a screen will appear with the fields and options corresponding to the chosen category to define permissions. Each category’s specific characteristics are displayed on the alternative path corresponding to each of them.
Define Permissions by System Resource
01. In the Resources chart, select the system resources for which permissions will be assigned.
Desired system resources can be searched through the Search field.
02. Click Next Step.
03. In the By Group tab of the system resource, click Add to relate a user group to it and define the permissions.
04. In the Group column, select the user group to be related to the system resource and press Enter.
To view all existing user groups, simply press the space bar.
05. In the Permission column, check the options that determine the actions the user group will be able to perform for the system resource in question.
It is possible to view the users that belong to the selected group through the View members option.
To delete the relationship between the user group and the system resource, simply select it and click Delete.
06. Click the By Role tab.
07. Click Add to select a role and define its permissions within the respective system resource.
08. In the Role column, select the role to be related to the system resource and press Enter.
To view all existing roles, simply press the space bar.
09. In the Permission column, check the options that determine the actions the role will be able to execute for the respective system resource.
Users that belong to the selected role can be viewed through the View members option.
To delete the relationship between the role group and the system resource, simply select it and click Delete.
10. Click the By User tab.
11. Click Add to select a user and define its permissions within the respective system resource.
12. In the User column, select the user to be related to the system resource and press Enter.
To view all existing users, simply press the space bar.
13. In the Permission column, check the options that determine the actions the user will be able to execute for the respective system resource.
To delete the relationship between the user and the system resource, simply select it and click Delete.
14. After defining groups, roles, and users permissions for each previously selected system resource, click Apply permissions.
15. In the message displayed, click Confirm to implement the permissions assigned to the system resources.
Define Permissions for User Group
01. In the Groups chart, select the user groups for which the actions that can be performed in certain system resources will be defined.
Desired user groups can be searched through the Search field.
02. Click Next Step.
03. Click Add.
04. In the Resource column, select the system resource to be related to the user group and press Enter.
To view all existing system resources, simply press the space bar.
05. In the Permission column, check the options that determine the actions the user group will be able to perform for the system resource to which it has been related.
To delete the relationship between the system resource and the user group, simply select it and click Delete.
06. After defining the permissions to the system resources for each previously selected user group, click Apply permissions.
07. In the message displayed, click Confirm to implement the permissions assigned to the user groups within the system resources.
Define Permissions by User Role
01. In the Roles chart, select the roles for which the actions that can be performed in certain system resources will be defined.
Desired roles can be searched through the Search field.
02. Click Next Step.
03. Click Add.
04. In the Resource column, select the system resource to be related to the role and press Enter.
To view all existing system resources, simply press the space bar.
05. In the Permission column, check the options that determine the actions that the role will be able to perform for the system resource to which it has been related.
To delete the relationship between the system resource and the role, simply select it and click Delete.
06. After defining the permissions to system resources for each previously selected role, click Apply permissions.
07. In the message displayed, click Confirm to implement the permissions assigned to the roles within the system resources.
Define Permissions by User
01. In the Users chart, select the users for which the actions that can be performed in certain system resources will be defined.
Desired users can be searched through the Search field.
02. Click Next Step.
03. Click Add.
04. In the Resource column, select the system resource to be related to the user and press Enter.
To view all existing system resources, simply press the space bar.
05. In the Permission column, check the options that determine the actions the user will be able to perform for the system resource to which it has been related.
To delete the relationship between the system resource and the user, simply select it and click Delete.
06. After defining the permissions to system resources for each previously selected user, click Apply permissions.
07. In the message displayed, click Confirm to implement the permissions assigned to the users within the system resources.
Please note!
This documentation is valid from the 1.6.5 - Liquid update. If you use a previous update, it may contain information different from what you see on your platform.
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