Taxonomy Prerequisites

Taxonomy Prerequisites | Before taxonomy is accessible, verify that your administrator has accomplished the prerequisites.


Taxonomy assists users to categorize CMS content and enhance SEO.

The following sections outline tasks for CMS administrators to complete before users work with taxonomy.

Taxonomy Settings

Configure settings to determine whether or not to include taxonomy information in published content and copy/paste content item operations.

See Taxonomy Configuration for details.

Taxonomy Permissions

Administrators can grant user groups permissions to apply taxonomy to content items and access the Taxonomy manager.

Note: See Creating Groups for details to give permissions. See Group Permissions Reference for details about all permissions.

Taxonomy Permissions in Site, Assets, and Administration

Choose which users can associate categories with Site Tree and Assets Tree items. Choose which users can manage available taxonomy categories in Administration > Taxonomy.

Note: Keep in mind that individual groups can be blocked from accessing individual categories. See Setting Taxonomy Security for details.

Choose permissions that best suit your group's taxonomy needs.

Permissions on taxonomy system: Assigns or removes the following block of permissions related to taxonomy.

  • Allowed to categorize pages and components: Enables the Categorize tab for group members to associate taxonomy categories with pages, and components.
  • Allowed to categorize assets: Enables the Categorize tab for group members to associate taxonomy categories with assets.

  • Allowed to manage taxonomy system: Enables the Taxonomy manager in Administration for group members.

Content Item Permissions

If users have permissions to categorize content items, they require permissions to access the content items.

Choose permissions that best suit your group's content item needs.

Permissions on page manipulations: Assigns or removes the following block of permissions related to modifying pages.

  • Allowed to edit pages: Enables group members to edit existing pages assigned to the current user.
  • Allowed to delete pages: Enables group members to delete pages.
  • Allowed to check-in pages assigned to others: Enables group members to check in pages that are currently assigned to another user.
  • Allowed to rollback changes: Enables group members to rollback to a prior version of the page.
  • Allowed to assign pages not assigned to them to others: Enables group members to assign pages to other users, regardless of whether or not these pages are assigned.
  • Allowed to create pages: Enables group members to create a new page via page creation rules or page types. This depends on which additional permissions are selected.
  • Allowed to create new pages using page types: Enables group members to create new pages by specifying the page type (as opposed to using page creation rules).
  • Allowed to check-in and check-out pages outside of workflow: Enables group members to check in or out pages outside or inside of workflow.

Permissions on asset manipulations: Assigns or removes the following block of permissions related to asset manipulations.

  • Allowed to work with asset system: Enables group members to access Assets.
  • Allowed to edit asset metadata: Enables group members to edit asset metadata.
  • Allowed to delete assets: Enables group members to delete assets.
  • Allowed to check in assets and asset folders assigned to others: Enables group members to check in assets and asset folders assigned to other users.
  • Allowed to rollback assets: Enables group members to rollback assets.
  • Allowed to assign assets and asset folders assigned to others: Enables group members to assign assets and asset folders to other users.
  • Allowed to create assets: Enables group members to create new assets.
  • Allowed to check in/check out assets and asset folders: Enables group members to check in and check out assets and their folders.

Permissions on page content viewing and manipulations: Assigns or removes the following block of permissions related to viewing and modifying pages.

  • Allowed to edit the layout attribute on pages: Enables group members to change the default style sheet applied to the current page.
  • Allowed to edit password elements: Enables group members to edit password elements.
  • Allowed to view elements marked as "hidden" in Edit Form: Enables group members to view hidden elements in the Edit form.
  • Allowed to add words to dictionary during spellcheck: Enables group members to add words to the default dictionary during spellchecks.
  • Allowed to see Edit Form for page edit: Enables group members to access the Edit form.
  • Allowed to see page history: Enables group members to see the page's workflow history information.
  • Allowed to view XML tab: Enables group members to access the XML tab of a page or component.
  • Allowed to embed and unembed component fields: Enables group members to embed components within components.

Permissions on asset content viewing and manipulations: Assigns or removes the following block of permissions related to viewing and modifying assets.

  • Allowed to edit asset file content: Enables group members to edit assets (text files, XML files, code, etc.).
  • Allowed to see asset history: Enables group members to view asset history.

Permissions on site tree manipulations: Assigns or removes the following block of permissions related to modifying the Site Tree.

  • Allowed to reorder pages in the site tree: Enables group members to move pages assigned to them, provided that the group has full access to the beginning and ending locations of the pages in the Site Tree.
  • Allowed to see the tree: Enables group members to view the Site Tree in the CMS client.
  • Allowed to reorder pages in the tree that are assigned to others: Enables group members to relocate pages assigned to other users. If group members with this permission have full access to the beginning and ending location of a given page, they can move another user's page to a new location in the Site Tree.

Permissions on Assets Tree manipulations: Assigns or removes the following block of permissions related to modifying the Assets Tree.

  • Allowed to see the assets tree: Enables group members to view the assets tree in the CMS client.
  • Allowed to manage asset folders: When selected, group members can execute tasks such as moving an asset folder within the Assets Tree.
  • Allowed to reorder assets and folders in the assets tree that are assigned to others: Enables group members to relocate assets assigned to other users. If group members with this permission have full access to the beginning and ending location of a given asset, they can move another user's asset to a new location in the Assets Tree.