mojoPortal Tips: Limiting Content Access

One of the most powerful advantages of using a CMS like mojoPortal is the ability to control access to content, quickly and easily. mojoPortal provides powerful content controls that allow you to designate access to content on your website – today, we’ll cover how to use roles and rights for this purpose.

We’ll start with the easiest part: creating a custom role. The steps we’ll go through here are based on these prerequisites: that you have an instance of mojoPortal installed, and that you have an admin-level login, existing content, and are logged into your site. Look for the gray bar at the bottom of your screen, and the “Administration” link – click the link.

Caption 1: This is your access to the site's admin functions

Now, you’ll see your administration menu – choose “Role Administration”

Caption 2: Role Administration Link

Alternatively, if your menu is set to use icons, you’ll choose this icon:

Caption 3: Alternative View of Administration Menu

Now you’ll have the option to create a role. In this instance, a role is simply a way of grouping individuals by a specific designation.

Caption 5: Role creation - quick and easy

Just add your role name, and click “Add New Role” – you’re done!

 

Now we’ll go through the steps of adding a new user, and assigning them to the role you’ve just created. Back to our Administration menu:

Caption 6: Add New User

Caption 7: Add New User - Icon-based menu

At this screen, you’ll only have the option to fill in the info for the user, as seen here:

Caption 8: New User Initial Screen

Fill in your basic info, and click “Create User”; you’ll then see more options, as shown below:

Caption 9: After User is Created

At this point, you’re interested in the tab labeled “Role membership”.

Caption 10: Select From Existing Roles

From the drop-down, select the role you just created, and click the button “Add user to this role”.  After you’ve done so, you’ll see this role listed under the dropdown on the “Role Membership” tab. Remember the login information for this user – you’ll be using it later in this tutorial.

OK – we’ve created the role, and the user, and connected the two – now let’s see how this all ties together to control access to content.

We’ll go to an existing content instance, and click on “Settings”, which gives us this screen:

Caption 11: Feature Level Security

All feature instances in mojoPortal have a “Security” tab; you can see that there are options for viewing and editing the feature. By default, if nothing is checked, everyone can see the content, and all administrators can edit it. However, if you’ll look closely, you’ll see that the custom role you created is listed, along with the default roles built into mojoPortal.  De-select “All Users”, and select your custom role under “Roles that can view this content”, and click “Save”.

Log out of the site – you should notice that you no longer see the content instance. Now log in as the user you added to your custom role – the content’s back!

Using the same steps as above, you can give edit rights to specific roles for content on your site, or you can grant edit permissions to a specific user in the feature, using the option available through the Security tab.

Caption 12: Page-Level Security

You may find it important to create entire sections of content that are limited to specific groups; in this case, you may want to set rights and roles at the Page level, which you’ll access by using the “Page Setting” menu.

Next time, we’ll go over controlling content access via the workflow functionality built into mojoPortal. See you then!

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Author Spotlight

Carole Bennett

Carole Bennett

Carole Bennett is the founder and principal of IndigoTea. As a professional IT consultant, Carole has provided solutions for companies as diverse as Verizon, Frito-Lay, Capital One Auto Finance, and Zales Jewelers, parlaying a unique talent for acting as a translator between the worlds of business challenges and technology solutions. She considers multi-tasking skills gained from simultaneously 1) managing a fire performance troupe, 2) raising a family, and 3) working as a full-time IT consultant excellent preparation for her current career incarnation as the driving force behind IndigoTea. "Fire-breathing redhead on a mission" is not just a metaphorical description!

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