Portal permissions
Prerequisite
- Access to the Configuration > Access group (CM011) menu.
Introduction
To make changes to portals, such as creating, editing, copying and sharing them, as well as accessing audit trails, the appropriate permissions must be configured through the Configuration >Access group (CM011) menu.
In some cases, specific permissions on portal sharing configuration are required.
See below how to define the permissions:
Defining permissions
1. Access the Configuration > Access group (CM011) menu.
2. Select the License key to which the user belongs.
3. Click on the button.
4. On the screen that will open, access the Other permissions section.
5. In this section, enable or disable the permissions related to the Home, the Menu shortcuts, and the Portals.
6. After performing the changes, click on .
If you do not have access to the Configuration > Access group (CM011) menu, ask for it to your system administrator.
Permission profiles
See below the permissions available for each operation and in each license:
All portals
Operation | Manager | Staff | Basic | View |
---|---|---|---|---|
Set as Home | X | |||
Creating a portal | X | |||
Follow | X | |||
Edit | X | |||
Creating a portal | X | |||
Sharing a portal | X | |||
Share public portal | X | |||
Ownership transfer | X |
Public portal (Permission to view)
Operation | Manager | Staff | Basic | View |
---|---|---|---|---|
Set as Home | X | |||
Creating a portal | X | |||
Follow | X | X | X | X |
Edit | ||||
Creating a portal | ||||
Sharing a portal | ||||
Share public portal | ||||
Ownership transfer |
Public portal (Permission to edit)
Operation | Manager | Staff | Basic | View |
---|---|---|---|---|
Set as Home | X | |||
Creating a portal | X | |||
Follow | X | X | X | X |
Edit | X | |||
Creating a portal | X | |||
Sharing a portal | X | |||
Share public portal | X | |||
Ownership transfer | X |
Private portal (Permission to view)
Operation | Manager | Staff | Basic | View |
---|---|---|---|---|
Set as Home | X | |||
Creating a portal | X | |||
Follow | X | X | X | X |
Edit | X | |||
Creating a portal | X | |||
Sharing a portal | X | |||
Share public portal | X | |||
Ownership transfer | X |
Private portal (Permission to edit)
Operation | Manager | Staff | Basic | View |
---|---|---|---|---|
Set as Home | X | |||
Creating a portal | X | |||
Follow | X | X | X | X |
Edit | X | |||
Creating a portal | X | |||
Sharing a portal | X | |||
Share public portal | X | |||
Ownership transfer | X |
Conclusion
After configuring the permissions, the possibility to change portals will be ensured, which guarantees access control.