Setting Up Permissions
How to Set Up Permissions | Create Permissions and assign roles to users and groups.
Assign permissions to users and groups within specific entities (i.e., folios, sub-folios, modules) or globally in the Cartella site instance. Permissions determine which settings, options, areas, and entities users can access.
Role-Based Permissions
Setting up permissions requires the folio administrator to create users and groups, enable permissions for specific users, establish roles, and, within specific entities, assign users and groups to roles. Child entities of a parent entity inherit users groups assigned to roles.
Entity or Item Sharing Permissions
Entities and entity items (i.e., blog posts, documents) may have sharing permissions enabled by an item creator, moderator, folio administrator, or site administrator that determine who can and can't view the entity or entity item(s).
Entity or Item Permission Restrictions
Entities and entity items (i.e., blog posts, documents) may have restrictions permissions enabled by an item creator, moderator, folio administrator, or site administrator that determine who can and can't view, edit, or automatically approve the entity or entity item(s) content.
Task 1: Create Roles
- Log in to Cartella.
-
Choose one or both of the following steps.
- Use Cartella default roles (no action required for this step).
- Create custom roles and choose permissions to associate with each role.
Note: See Creating Roles for details.
Task 2: Create Users and Select Permissions
-
Choose one or both of the following steps.
- Edit existing users to select permissions in the
User Settings area.
Note: See Editing Users for details.
- Create users to select permissions in the
User Settings area.
Note: See Creating Users for details.
Important: Ensure you select the appropriate user permissions to suit your and your user's needs. - Edit existing users to select permissions in the
User Settings area.
Task 3: Create Groups and Add Group Members
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Users require folio administrator+ permissions to complete this task (create folio-specific groups). -
Users require site administrator permissions to complete this task (create global groups).
Depending on your needs, know that groups are associated with either all folios or specific folios upon creation. All groups maintain the same object type. Site administrators can create groups that can be assigned to roles in any folio. Folio administrators can create groups that can be assigned to roles in a specific folio or sub-folio and its children.
-
Choose from the following steps.
- Create or edit groups that can be assigned to any Cartella site instance entity.
Restriction: Only site administrators can perform this step.
- Create groups that can only be assigned to the specific folio and its children.
Note: See Creating Folio Groups for details.
- Create groups that can only be assigned to the specific sub-folio and its children.
Note: See Creating Sub-Folio Groups for details.
- Create or edit groups that can be assigned to any Cartella site instance entity.
-
Depending on the option(s) you chose in the preceding step, choose from the following.
- Add or remove user members in groups associated with any folio.
Restriction: Only site administrators can perform this step.
- Add or remove user members in groups associated with a specific folio.
- Add or remove user members in groups associated with a specific sub-folio.
- Add or remove user members in groups associated with any folio.
Task 4: Assigning Users and Groups to Roles
-
Choose from the following steps.
- Assign users and groups to roles in the folio.
Note: See Folios: Assigning Users and Groups to Roles for details.
- Assign users and groups to roles to the sub-folio.
Note: See Sub-Folios: Assigning Users and Groups to Roles for details.
- Assign users and groups to roles in the folio.
Task 5 (Optional): Assigning Sharing and Restriction Permissions
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Users require contributor+ permissions and must have created the item to complete this task for specific items within folios, sub-folios, or modules. -
Users require moderator+ permissions to complete this task for specific items within folios, sub-folios, or modules. -
Users require folio administrator+ permissions to complete this task for specific folios, sub-folios, or modules.
- locked
- read-only
- auto-approve content
- available only to specific types of users (e.g., public, connections, etc.)
-
Create or edit the entity or entity item. Choose one of the following task references.
- See Editing Folios for details.
- See Editing Sub-Folios for details.
- See Editing Module and Sub-Folios for details.
- See Module Content for details. Select the item type that suits your needs in this section. Navigate to the task topic that describes how to edit the content item.
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