Special Permissions Are Required To Create Advanced Roles And Restrict Access To Content In Your Environment. Please Open A SUPPORT TICKET To Discuss These Options.
Many clients have been asking how to create specific areas for their Board Members. The steps to creating this selective area are below. Keep in mind, you could use these same steps for creating a select area for your Membership Committee, Parent Group, Teachers, etc.
The standard permissioned content that are already in your environment for your board include:
Board Member: who has the permission to view only the Board of Directors content
*Assign this role to anyone who is on the board. Make SURE to remove this role when someone is no longer on the board.
Next, you will need to enable the "Board of Directors" area that is only visible to Board Chair & Board Member roles. To do this:
- Go to: Front End Administer/ Site Building/ Menus/ Click "new menu". Title this "Board of Directors". Add a menu link item such as a link to page you've already created for the "board of directors area".
- A new adv. block is automatically created. Go to Blocks/ Disabled Blocks: find "Board of Directors" block and enable by moving block to "left sidebar" or "first sidebar" area. Click save at the bottom of the screen.
- Find the enabled block and on the right-hand side, click the "configure" button to edit the block's visibility settings. Check the following boxes: visible ONLY to roles "Board Chair" and "Board Member". Click save.
Importantly, make sure to test & confirm your block is only visible to roles "Board Chair" and "Board Member". To do this, create 2 new users. Go to:
Front end Administer/ User Management/ Users/ Add User.
- Create a "dummy" person. For the role, check "board chair" for first user you create.
- Then repeat the process by clicking "add user" and checking "board member" for the second user.
- Finally, logout and log back in as both users using the password you created when adding the 2 new users to view the site as your board director and/or board member would see the site. Otherwise, use "masquerade" block if you have this enabled and know how to use it in your environment. When logged in as both "Board Chair" and "Board Member" you should be able to see Board of Director's block. When logged in as "Board Chair" you should also be able to click on the quick-links "Create Content" and see the content type "blog". Board Director should be able to edit any board page. Board member should only be able to edit their own blog page(s).
Congratulations! Your set-up is complete.