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					                     Drupal Site Administration
                     Guide ~ DRAFT

                     Cal Poly Specific Information




ITS Application Services
Author: Steve Rutland, Karter Hischke
Revised September, 2011
ITS User Support Services                Document1
                            Revised September, 2011
Table of Contents

Site Administrator Basics ................................................................................................. 1
  About the Site Administrator Role ................................................................................. 1
  Access and Logon to Manage the Site ............................................................................ 1
  Editing the Site Information............................................................................................ 2
     Search Box .................................................................................................................. 2
     Department Logo ........................................................................................................ 3
     Footer Information ...................................................................................................... 5
  Breadcrumbs ................................................................................................................... 8
  Window Title (appears at the top of the browser window) ............................................ 9
  Planning Out the Site ...................................................................................................... 9
  Setting the Default Front Page ...................................................................................... 10
  Setting a Customized 404 Not Found and the 403 Access Denied Page ...................... 10
  Clearing the Drupal Cache ............................................................................................ 10
  Identifying and fixing broken links............................................................................... 11
     View Broken Links Report ....................................................................................... 11
     Use Page Links tool to examine URL links .............................................................. 11
     Use Block Links tool to examine URL links ............................................................ 12
  Reassign page authorship to the site owner .................................................................. 12
Adding Users and Assigning Roles ................................................................................ 13
  About Roles .................................................................................................................. 13
  Add a User Account and Assign a Role........................................................................ 13
  Change a User’s Role.................................................................................................... 14
  Deleting a User ............................................................................................................. 14
  Granting Access Rights for the Contributor Role ......................................................... 14
     Grant Rights to Individual Pages for the Contributor Role ...................................... 14
     Granting Rights to Individual Pages for a Specific User with the Contributor Role
     ................................................................................Error! Bookmark not defined.15
Site Administrator Basics
  About the Site Administrator Role
    The Site Administrator role oversees one or more Web sites within their jurisdiction and
    provides WCMS user training, Web accessibility guidance, and support to the Advanced
    Author and content Contributor roles within these sites. The Site Administrator role is
    expected to establish the Web site structure from the initial empty “shell” site provided in
    the WCMS.
    The Site Administrator is responsible for ensuring the accessibility of any content that
    they place into the WCMS including Web content, PDF documents, MS Word docs,
    videos, etc.
    The Site Administrator role is the second highest role in the WCMS, and is used to assign
    administrator-level privileges to a site or sub-site. Site Administrators have all of the
    powers of the roles beneath them (Advanced Author and Contributor). Site
    Administrators can also:
          Assign roles, create/delete users, backup and restore a site, and access the site
           configuration area.

  Access and Logon to Manage the Site
       1. In a standard Web browser, go to the URL for the home page of the site to be
          edited
               a. If your site is on the testing server (meaning it is in development), then
                  access the site using http://departmentURL-test.calpoly.edu where
                  “departmentURL” is the normal department name for your site (eg.
                  servicedesk-test.calpoly.edu)
               b. If your site is in production (meaning it is visible using your normal URL),
                  then access the site using http://departmentURL.calpoly.edu where
                  “departmentURL” is the normal department name for your site (e.g.
                  servicedesk.calpoly.edu)
       2. Check to see if you are already logged into the site by seeing if the Administer
          Site menu is on the left side of your page. If not, proceed with the next steps to
          login.
       3. In the address bar of the browser, add the text “user” to the end of the site URL.
          For example it should look something like this:
          http://departmentURL.calpoly.edu/user or http://departmentURL-
          test.calpoly.edu/user
       4. Press enter and the logon page should be presented
       5. Log into the WCMS using your full calpoly user id – khischke@calpoly.edu and
          password,
       6. You can begin editing the web site.




                                                 1
Editing the Site Information
  As noted above, when a site is logged into, a new menu section appears above the regular
  site navigation menus. This is the Administer Site menu which is used to access content
  for editing and to configure the site.
      1. From the Administer Site menu on the left side of the page, select Administer >>
          Site configuration >> Site Information
     2. Change the following items in the site information section to match the
        department’s information:
                Name – This becomes the Site Title which is usually the name of your
                 program, department, unit, or college. Optionally, this can be substituted
                 for the alt text on the department logo if the logo is used to identify the site
                 instead of the Site Title. (see Department Logo section below for more
                 information)
                E-mail address – Set this address to reflect your department or other
                 administrative contact email address. This address will appear as the
                 From: address on outbound emails sent from your Drupal website. For
                 example, when a new user account is created on the Web site, an email is
                 sent to the user with this address as the From: sender.
                Slogan – This is the Site Information (Optional) which can be used to
                 present optional department information such as a tagline, motto, or
                 slogan. It appears below the Site Title
                Mission Statement – Ignore this as it is not used on the Cal Poly theme
                Footer message – This optional message appears in the bottom-center of
                 the footer. A suggested footer message could be to repeat the name of the
                 site or present the unit name that is responsible for the site.
                Anonymous user – Leave as Anonymous
                Default front page – The default front page should be left as
                 content/index
     3. Click Save Configuration


  Search Box
  The default search box is configured to search the entire Cal Poly web space (it’s the
  same as the Cal Poly home page search). This may not be desirable for the site being
  worked on, so a change is needed. To make the search relevant to the site being
  developed, a Block needs to be created and assigned to the Custom Search Code region in
  the template. The Block will contain search code that tells the search engine to gather
  results from the custom URL for the site. An example of a custom URL is
  servicedesk.calpoly.edu.
      1. Go to Administer >> Site building >> Blocks
     2. Select the List tab
     3. Find the custom search code region and select configure to the right of the block
        named Search department name – Google
                                            2
   4. In the Block description , replace department name with an abbreviated name for
      your department
   5. Leave the Block title blank
   6. In editor tool bar, click the Source icon           to view the HTML source code
   7.




   8. Change "departmentURL.calpoly.edu" to your actual department URL (e.g.
      servicedesk.calpoly.edu). This is the web address that you need Google to search.
   9. Change "Department Name" to your actual department name (e.g. Service Desk).
      Do not delete the word "Search" before your department's name. This text will
      appear at the top of your web page next to the search input box.
   10. Save the block by scrolling to the bottom of the page and selecting Save block
Your search will likely not begin working until your site is placed into production using
the custom URL for the site.

Department Logo
New unmodified Drupal sites display a default department logo graphic (a grey square
with the words “dept logo”) next to the site name in the header area. You can remove the
default logo from the header area, or you can create and display a custom logo.

Remove Department Logo from Header (create an empty logos folder)
To remove the default logo graphic from the header (and display no logo), you’ll need to
create a logos folder in the root directory of the files area and leave it empty. Note: by
default, a new unmodified Drupal site does not have a logos folder in the files area. The
absence of that logos folder is what causes the default logo to be displayed.
    1. Select My Account in the Administer Site menu on the left-hand side
                                            3
   2. Click on the File browser tab (Tip: when using Firefox, open this item in a new
      web browser tab to make it easier to get back to your web site pages. Do this by
      holding down the Ctrl key and then left-click on the File browser tab, then click
      on the tab that just opened in your browser. Your website will be available in the
      previous tab.)
   3. Within the Navigation box, select the top-most folder which begins with the word
      sites/… (if you get asked “refresh the current directory?” Click OK)




   4. Click Manage directories. A text field will appear below entitled Subdirectory
      name
   5. Type in the folder name logos




   6. Click Add
   7. You may now return to your web site and refresh the browser window. The
      default logo should be removed.

Upload and display a custom logo (if one is available)
A custom logo can be displayed next to the web site name in the header area. This is
done by uploading a logo graphic file into a folder named logos within the files area of
Drupal.
First, Prepare your logo graphic file using the following parameters:
      Create the logo graphic file as a GIF, PNG, or JPG image and name it
       deptlogo.[ext] where [ext] must be jpg, gif, or png (not JPEG).
      Try to stick to an image size of 50px by 50px, although slightly larger sizes can
       be accommodated
Next, upload the logo graphic file into Drupal
   1. If you have not already created a logos folder in the files area of Drupal, follow
       the steps in the above section Remove Department Logo from Header (create an
       empty logos folder)
   2. If you’re not already in the File browser, My Account in the Administer Site
      menu on the left-hand side and select the file browser tab
   3. Within the Navigation box, select the logos folder (if you get asked “refresh the
      current directory?” Click OK)
   4. If a more organized folder system is desired, additional folders and subfolders can
      be created:

                                             4
                        a. Click Manage directories. A text field will appear below
                           entitled Subdirectory name
                        b. Type in the desired folder or subfolder name (location
                           depends on which folder was selected within the Navigation
                           box
                        c. Click Add
   5. After selecting the preferred folder, click Upload. A text field entitled File will
      appear
   6. Select the Browse… button
   7. With the file explorer open, select the file to upload
   8. Press Open. The explorer will close
   9. With the path in the File text field of the File Browser window, click Upload
   10. File is now available


Use the Logo instead of the Site Title to identify the site
As an option, a site logo can be used in place of the Site Title. The logo must sufficiently
describe your program name. This substitution must be done with the assistance of ITS,
and the logo and alt text must comply with accessibility standards.
   1. Upload a custom logo as described above
   2. Change the site Name to reflect the alternate text for the logo as described in the
      Editing the Site Information
   3. Request assistance from ITS to review the logo and alternative text for
      accessibility compliance and to make a theme configuration change that will
      substitute the Site Title for use as the logo alternate text.



Footer Information

Department Links (located in the footer)
The department links are located in the footer and can been seen by clicking on the Home
link in the breadcrumb at the top of any site page, then scroll to the bottom of the page.
The department links come from a Drupal menu named Secondary links and must be
edited through the Menu section. New Drupal sites will have the department links visible
by default.




   1. Edit an existing menu item in the department links list
                                             5
1. go to Administer » Site building » Menus
2. Click on the List menus tab
3. Click on the Secondary links menu from the list
4. Edit the desired Menu item by clicking on the edit link under the Operations
   column
5. On the Edit menu item page, set the Path field to one of the following:
       a. To set the path to an existing node, begin typing the alias (name) of the
          node into the field (Tip: type a “c” to list all nodes). The field should
          present you with node names that contain the text you began typing. From
          the list of nodes, select the one that the menu item should point to.
       b. To set the path to a file URL (not a node), open another browser window,
          browse to the file and copy the entire URL of the file. Go back to the Path
          field and paste the URL into it.
6. Provide a descriptive name for the Menu link title so users will understand where
   the link will take them.
7. The Description field provides additional descriptive information about the link
   and is optional. The description is displayed to the user when the link is hovered
   over or is tabbed to using the keyboard
8. Check the Enabled checkbox to display the menu item
9. Leave the Expanded checkbox unchecked
10. Ensure that Parent item is set for <Secondary links>
11. Leave the Weight at “0”
12. Click the Save configuration button


1. Add a menu item to the department links list
2. go to Administer » Site building » Menus
3. Click on the List menus tab
4. Click on the Secondary links menu from the list
5. Click the Add item tab
6. On the Add item page, set the Path field to one of the following:
       a. To set the path to an existing node, begin typing the alias (name) of the
          node into the field (Tip: type a “c” to list all nodes). The field should
          present you with node names that contain the text you began typing. From
          the list of nodes, select the one that the menu item should point to.
       b. To set the path to a file URL (not a node), open another browser window,
          browse to the file and copy the entire URL of the file. Go back to the Path
          field and paste the URL into it.
7. Provide a descriptive name for the Menu link title so users will understand where
   the link will take them.

                                          6
  8. The Description field provides additional descriptive information about the link
     and is optional. The description is displayed to the user when the link is hovered
     over or is tabbed to using the keyboard
  9. Check the Enabled checkbox to display the menu item
  10. Leave the Expanded checkbox unchecked
  11. Ensure that Parent item is set for <Secondary links>
  12. Leave the Weight at “0”
  13. Click the Save configuration button


  1. Delete an existing menu item from the department links list
  2. go to Administer » Site building » Menus
  3. Click on the List menus tab
  4. Click on the Secondary links menu from the list
  5. Delete the desired Menu item by clicking on the delete link under the Operations
     column
  6. Click the Save configuration button
  7. Click the Confirm button to finish the delete process


  1. Disable the Department links menu so that it doesn’t display
  2. go to Administer » Site building » Menus
  3. Click on the List menus tab
  4. Click on the Secondary links menu from the list
  5. Uncheck the Enabled checkbox for each of the Menu items
  6. Click the Save configuration button


Contact Information
  The Contact information is contained in a Block which is placed in the footer contact
  information region.
  1. Click on the Home link in the breadcrumb at the top of any site page.
  2. Scroll to the bottom of the page and find the Contact information at the lower-
     right of the page.
  3. Slowly move the mouse over the contact information and you should see a link
     appear that reads “edit block”. Select this text to configure the Contact
     Information block.
         a. An alternate method for selecting the Block for editing is to go to
            Administer >> Site building >> Blocks


                                            7
             b. Locate the contact Information block in the “footer contact information
                (right)” section
             c. Then select configure next to the Block
     4. In the configure view, locate the WYSIWYG Editor with the contact information
        text in it
     5. Replace "Department Name" with your college, department, or unit name




     6. Replace "XXXX" with your phone extension
     7. Replace the text, "email@calpoly.edu," with the contact email address. The
        Drupal system will automatically apply a mailto: email link to this text.
     8. Scroll to the bottom of the configure window and click Save Block

Breadcrumbs
  The breadcrumb path at the top of the content area reflects the first menu path that a link
  is found in. If a link appears in more than one menu, the first menu item found takes
  priority, unless the priority of the menus is changed by the Site Adminstrator.
  Menus can be prioritized in the Menu Breadcrumb feature. (Prioritized menus will still
  appear in the order that was assigned through the Blocks feature.)
       1. Go to Administer >> Site configuration >> Menu Breadcrumb
     2. Set the priority for the menus
  If a page is not linked from a menu, then the breadcrumb path for the page will reflect as
  though the page is one click away from the home page.

  Creating a desired breadcrumb path
  Creating a desired breadcrumb path - Breadcrumbs are derived from how a node (page) is
  located in the menu structure. For example, if you have a page named LiveScribe Pen
  that is not linked from any menu, but is only linked from the body of another page named
  Note-taking Services which is located within the Services section of your site (see bullet
  listing below), the breadcrumb would probably look somthing like Home > LiveScribe
  Pen instead of Home > Services > Note Taking > LiveScribe. This is likely caused by
  the LiveScribe page not being assigned under a specific menu item but rather left within
  the top area of a menu and then disabled. So neither does the link show in a menu, but
  also the Drupal system thinks the page is effectively at the top level of the site (again,
  because it's not associated with a menu).

  Example showing why the breadcrumb for the LiveScribe Pen page doesn't appear as
  desired...its menu item is located within the top-level of the site and is disabled:
                                               8
        Top level of site menus
            o Services [breadcrumb: Home > Services]
                     Note-taking [breadcrumb: Home > Services > Note-taking]
        Request a Note-Taker (lone page with menu listing disabled) [breadcrumb:
         Home > Request a Note-taker]
        Try the Livescribe Pen (lone page with menu listing disabled) [breadcrumb:
         Home > Livescribe Pen]
        Become a Note-Taker (lone page with menu listing disabled) [breadcrumb:
         Home > Become a Note-Taker

  To make the breadcrumb describe the desired path, edit the menu for the Services section
  and move the menu item for the LightScribe Pen page under the menu item for the Note
  Taking Services page, indent it, then click the “enabled” checkbox to disable the display
  of the menu item. This will associate the page with the Note-taking menu item and the
  breadcrumb will display as Home > Services > Note-taking > LiveScribe Pen.

  Example showing the desired breadcrumb which is produced by locating the LiveScribe
  menu item under the Note-taking menu item:

        Top level of site menus
            o Services [breadcrumb: Home > Services]
                     Note-taking [breadcrumb: Home > Services > Note-taking]
                             Request a Note-Taker (lone page with menu listing
                              disabled)
                              [breadcrumb: Home > Services > Note-taking > Request a
                              Note-taker]
                             Try the Livescribe Pen (lone page with menu listing
                              disabled)
                              [breadcrumb: Home > Services > Note-taking > Livescribe
                              Pen]
                             Become a Note-Taker (lone page with menu listing
                              disabled)
                              [breadcrumb: Home > Services > Note-taking > Become a
                              Note-Taker



Window Title (appears at the top of the browser window)
  The window title is generated from two components on the site: the page Title field
  which is viewable when editing a page in Edit mode and from the site Name that is added
  through the Site information menu (see above). Window titles are important for
  accessibility and for search engine ranking and must be unique for every page in a site.

Planning Out the Site
  Plan out how the site will be organized by setting up the folder structure/hierarchy,
  separating content into pages, and determine which links will be placed in the navigation.
  Keeping the structure of the site organized is not only important for maintainability, but
  also for the purpose of navigation. As pages are created, the left navigation and
                                              9
  breadcrumb will populate, and are built dynamically by the location of files inside
  folders.
  Create a new folder for each main section of the site, and place files related to that section
  inside the folder. In the navigation, the folder will appear as a section header, and the
  pages will appear as the links. How the navigation works will be become clearer as more
  pages are created. Try to maintain a simple folder structure so that the resulting
  navigation is clear and straight forward.

Setting the Default Front Page
  The setting for the default front page (the home page) is initially set to point to a specific
  node within a new Cal Poly Drupal shell site. The default front page can be reassigned to
  a different node or set to use the Drupal default front page.
      1. Change the front page setting by going to Administer >> Site configuration >>
          Site information
     2. Scroll down to Default front page
     3. Set the link to point to the node number of the page that represents the front page
        for the site. The value to type in should look like “node/7” where the number will
        be the actual number of the node that represents the front page
             a. Obtain the node number by going to Administer >> Manage content >>
                Content
  Any node based links that you create in the Web site which should point to the front page
  should be typed as “<front>” (without the quotes)

Setting a Customized 404 Not Found and the 403 Access Denied
Page
  By default, Drupal will respond with a 404 or 403 page when a user attempts to browse to
  a page that is not on the site or for which access is denied (respectively). Although these
  pages will contain the header and footer information for the site, they will not contain
  menu items or other node or block content. If the default 404 and 403 pages are not
  acceptable for the site, an alternate custom page can be created for either and assigned in
  place of the default response. Follow the below instructions for configuring Drupal to
  respond with a custom page
      1. Create a page (node) that will represent the new 404 or 403 page
     2. Go to Administer » Site configuration » Error reporting
     3. Type in the URL alias for the intended 404 or 403 page.

Clearing the Drupal Cache
  Clearing the Drupal cache may be of help if a page stops displaying after it has been
  modified, or menus do not appear, or page content does not appear as expected. Clear
  the cache only after Block assignments have been reviewed and the publishing status of
  the page has been checked.
      1. Got to Administer » Site configuration » Performance
     2. Scroll to the bottom of the page and select Clear cached data.

                                               10
Identifying and fixing broken links
  Tip: a broken link may not have visible text in a web page because the link could be
  embedded within the code without associated text. In these cases, you must search
  through the source code for the offending URL. This is easily done by copying the html
  code and pasting it into a text editor, then searching for the offending URL.

  View Broken Links Report
        Go to Broken links report: Administer >> Reports >> Broken links
        Repair all links that are listed as broken
        Links that are fixed correctly will drop off of the list
        If a repaired link is pointing to a node, then the link checker will rescan the page
         almost immediately and update its list.
  Tip: Install the Firefox add-on LinkChecker. Use this to scan the links on individual
  pages. It will show you where the dead links are on a page.

  Use Page Links tool to examine URL links
  Fix links that include the vanity server name
        Look for links that point to the current website vanity name and which should
         point to nodes. These links will break when the site is moved into production.
         These links need to be changed through the WYSIWYG editor to point to a node
         on the Drupal site.
  Fix links that include .htm or .html
        Search for .htm in the Link URL and verify if these should point to nodes on the
         Drupal site or are accurately pointing to files off site.
  Fix links which point to files that are located on the original hosting site such as .pdf,
  .doc, .xls
        Look for links that point to .pdf, .doc, .xls, or other document file types and
         examine if they point to the original hosting site rather than the Drupal files area
         (these will break when old site is taken down).
        Examples to look for:
             o Incorrect URL: https://sitename-test.calpoly.edu/content/files/filename.pdf
               (this URL does not correctly point to the files area where your files have
               been uploaded)
             o Correct URLs: https://sitename-
               test.calpoly.edu/sites/sitename/files/filename.pdf
               Or, if file is in a subfolder of the files area:
                https://sitename-test.calpoly.edu/sites/sitename/files/pdf/filename.pdf




                                                11
  Use Block Links tool to examine URL links
  Fix links that include the vanity server name
        Look for links that point to the current website vanity name and which should
         point to nodes. These links will break when the site is moved into production.
         These links need to be changed through the WYSIWYG editor to point to a node
         on the Drupal site.
  Fix links that include .htm
        Search for .htm in the Link URL and verify if these should point to nodes on the
         Drupal site or are accurately pointing to files off site.
  Fix links which point to files that are located on the original hosting site such as .pdf,
  .doc, .xls
        Look for links that point to .pdf, .doc, .xls, or other document file types and
         examine if they point to the original hosting site rather than the Drupal files area
         (these will break when old site is taken down).
        Examples to look for:
             o Incorrect URL: https://sitename-test.calpoly.edu/content/files/filename.pdf
               (this URL does not correctly point to the files area where your files have
               been uploaded)
             o Correct URLs: https://sitename-
               test.calpoly.edu/sites/sitename/files/filename.pdf
               Or, if file is in a subfolder of the files area:
                https://sitename-test.calpoly.edu/sites/sitename/files/pdf/filename.pdf


Reassign page author
  If you created the page but want someone else to own it you will need to edit each
  individual page. Toward the bottom of the edit screen find and expand the Authoring
  Information, change Authored by and Save.




                                                12
Adding Users and Assigning Roles

    The Site Administrator role can create user accounts and assign roles for access to a
    Drupal Web site. Access should be given with observation of the scope of the user’s
    authority to change a site’s content. The Site Administrator is responsible to monitor the
    use of these accounts.

  About Roles
    Contributor – This highly limited role is designed to allow a user to add, modify or
    delete content on pre-existing pages (nodes) that are specifically granted to a user with
    the Contributor role. This role can also upload and delete images and documents in the
    files area. The role cannot create new pages (nodes) and cannot delete existing pages.
    The Contributor role can view all nodes by default. An example of how this role could
    be used is for a department that needs a student assistant to be able to edit content on an
    existing page.
    Advanced Author – This role is designed to enable a user to comprehensively manage
    the content of a Drupal Web site with minimal involvement of a Site Administrator. The
    advanced Author can view all content, create and delete nodes, create and delete
    Webforms, define content types, input content, format content, modify menus, upload
    and delete images and documents, add/delete folders in /files/ area, add, delete, modify,
    and assign blocks, administer node revisions, run link checks, backup a site. (In the
    future: administer forums, blogs, RSS feeds, etc)
    Site Administrator – This role is designed to oversee site configuration (setup) and
    operations. In addition to the Advanced Author role, the Site Administrator can set and
    edit site information, administer a limited set of modules, create and delete users, assign
    roles, backup and restore sites. In general, it is advisable to have only one Site
    Administrator per Drupal site.

  Add a User Account and Assign a Role
       1. Go to Administer » User management » Users

       2. Select the Add user tab

       3. Change the following items on the Users page:
                  Username – username@calpoly.edu. This name should match the user’s
                   Cal Poly user name as used with the my.calpoly.edu portal and should
                   including the @calpoly.edu extension.
                  E-mail address – This should be the Cal Poly email address for the above
                   username
                  Password – This is the initial password that the new user should change
                   immediately upon receiving the new account login information
                  Confirm password: – Match the Password provided in the previous field
                  Status – Select Active unless the user account should be initially made
                   unavailable (blocked) upon creation of the account

                                                13
                Roles – Select a role for the user
     4. Check “Notify user of new account” if the user should receive an email
        notification of the account creation

     5. Select Create new account

Change a User’s Role
     1. Go to Administer » User management » Users

     2. Select the List tab

     3. Select the edit link that is to the right of the username for whom the role will be
         changed

     4. Scroll down to the Roles: section and select the appropriate role (Contributors,
        Advanced Authors, Site Administrators)

     5. Click Save to save changes

Deleting a User
     1. Before deleting a user, you must re-assign any nodes that the user has authored to
        another user. If this step isn’t performed, said nodes with revert to “Anonymous”
         as the author which will cause unpredictable results including allowing site
         visitors to see and potential user editing features to change the page author – see
         reassign page author section above

     2. Go to Administer » User management » Users

     3. Select the List tab

     4. Delete the user

Granting Access Rights for the Contributor Role
  Grant Rights to Individual Pages for the Contributor Role
  The default settings for a Drupal site prevent users with the Contributor role from editing
  any pages in the site. Each page (node) in a site must be specifically granted to the
  Contributor role on an individual basis. This is done by going to each page that the
  Contributor role should be given access to and granting access permissions.



  1. Site Administrator creates account for contributor.


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2. Site Administrator navigates to the page contributor needs access to.

3. Click on the Grants tab

4. Enter contributor's username in search box and click Search button.

5. A new set of permissions will appear next to the Username. Check the box for Keep,
View, Edit, and Delete (if desired). Delete is optional. If the Keep box isn't checked,
nothing will be saved and the contributor won't be able to edit the page.

6. Click Save Grants.

7. Repeat on all pages the contributor needs access to.




Role access is additive (not subtractive). For example, if the contributor role is given
(view, edit, delete) rights, an individual user with the Contributor role cannot have their
delete right revoked through this process as they are part of the Contributor group that
has the higher level permissions.




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