Creating a New Member Group

Used when you have several different levels of security you wish to apply to your website.  For example, you may have Group A that can see all secure areas, but Group B that is only allowed to see 2 or three pages of that secure area.

Step 1 -

Create the new group that will be given access to permitted areas

1. Select "Security" from to top menu
2. Select "Groups"
3. Select "Add Policy" from the second top menu
4. Decide on the group name and add it to the field
   1. NB/ Generally it will be the same name as the group of people that are going to have access. e.g. Managers; Secretaries; Clients
5. Create a description that will assist with identification of which area this applies to. e.g. People with highest security clearance; Secretaries that update rosters only; specific clients with access to their projects
6. Select Add "Group"

Step 2 -

Create a new policy to define the access area permitted

1. Select "Security" from to top menu
2. Select "Policies"
3. Select "Add Policy" from the second top menu
4. Decide on your policy name and add it to the field
   1. NB/ Generally it will be the same name as the group of people that are going to have access. e.g. Manager Access; Secretarial Access; Client Access
5. Create a description that will assist with identification of which area this applies to. e.g. All Areas; Only Rosters; Only Projects
6. Select Add "Policy"

Step 3 -

Allow access for the Group "users" into the policy area

1. Select "Manage Policies" from the second top menu
2. Double click on the new policy you just added
3. Double click on the group that you created previously to have it shift to the right hand side
   1. NB/ this will have the work 'internal' written in front of it
4. Select Update Policy

Step 4 -

Create the individual user name and password

1. Select "Security" from the top menu
2. Select "Users"
3. Select "Add User" from the second top menu
4. Complete fields as required - Status
   1. NB/ once a password has been created it cannot be viewed anywhere in the system. You may wish to use the description field to remind you of this members password
   2. NB/ you cannot have two user names exactly the same, if you are anticipating a lot of users, then we suggest use an email address or both names in this field
5. Select Manage Users from the second top menu
6. Double click on the user you have just created
   1. NB/ if someone has forgotten their password, this is where you can override and create a new one.
7. In the Group Membership area, double click on Members to add this user to that Group (which is the group you have selected to secure the Page with)
8. Complete the required fields of Name / Last Name / Email Address
9. Online Discount Rate is only used in eCommerce, see more information on set up
10. Select Update

Step 5 -

Apply the security policy you have created to the specific page /s that you need

1. Create Folder and Page to have the security applied to
2. Right click on the Folder
3. Select "Security ACL"
4. Un-tick faint tick box beside "View" in the "Anonymous" column (normally need to click twice on the box)
5. Tick the empty box /s beside "View" in the newly created group column, e.g. Managers
   1. NB/ This security is applied for all folder and pages underneath the one you are applying it to. So you may need to repeat this process to override or change sub pages.
6. Say Ok