Step 1: Organization Permissions
Permissions will start at the Organization and trickle down to the HCMS and Web Evolve Front-End site. Reference the roles below to determine who may need Organization access and what the role entails:
Organization Owner: The ability to manage all groups under an organization, modify user details, and push out password reset emails
Group Owner: Can manage users in the group (or groups) they are owners of
Group Member: The ability to manage their personal user account
Setting Up Organization Permissions
Organization Owner (or Owners) are created by CivicPlus.
The customer works with a CivicPlus Consultant to create Groups in the Organization that will push to the HCMS and front-end. A System Admin Group should be created for the customer front-end site administrators. Additional Groups are often created for each department, major division, service, or process.
Users (staff content editors) are added to Groups as Members or Owners.
Step 2: HCMS Groups
Groups entered into the Organization should now display in the Groups section of the HCMS. Each group from the Organization will default to a “Reader” role. Reference the roles below to determine which Organization Groups need access to the HCMS and modify accordingly:
Owner: Full access and rights to the HCMS, has access to everything
Developer: Full access to everything except for backups, customers, roles, languages, and more sections
Publisher: Can only access Content and Assets
Author: Can only access Content and Assets
Reader: Viewing access only to Content and Assets
Step 3: Permission Sets
HCMS Group permissions determine what permissions (Organizations) Groups have over the entire HCMS. Permission sets govern what rights (Organizations) Groups have for each piece of content. Permission Sets are created in the HCMS. Reference the roles below to determine which Organization Groups need access to Permission Sets:
Owner, Developer, Publisher: Full access to content and assets, and can approve an author’s work
Author: Can read, create, update, and submit content and assets, but will not be able to delete or publish items
Reader: Viewing access only
Created in the HCMS, Permission Sets most closely parallel Organization Groups; however, there can be differences. Permission Sets should be created to manage specific content. Each Permission Set needs to be opened, and the Organization Groups set to the access role for that specific content. Work through each Permissions Set and assign Group roles.
Step 4: Front-End Site Permissions
Organization Groups flow to the HCMS, and from the HCMS they trickle to the Web Evolve Front-End site. The System Admin group created in Step 1 (Organization Permissions) needs to have site permissions toggled on.
Systems Administrators manage the entire site and everything related to pages, such as reorganizing pages, renaming pages, deleting pages, modifying homepage banners/content, and more.
Step 5: Page Permissions
System Administrators need to set permissions for each page or group of pages on the site. If Page Permissions are not set, System Administrators will be the only Group with access to edit pages. Reference the roles below to determine which level of access Organization Groups need to the pages:
Owner: All rights to pages
Publisher: Create, edit, and publish pages
Author: Can create and edit, but cannot publish
Reader: View only
Page Permissions can be set from the Dashboard using the Site Permissions Module or on the front-end using the Properties Tab on the Live Edit tool.
Permissions Workflow
Log in to Organizations
Select Users
Add or Import Users
Select Groups
Search and add Group Owners
Search and add Group members
Save Changes
Log in to HCMS
Select Settings
Open Groups
Assign permissions to each Group
Open Permission Sets
Select the gear icon on each Group to assign roles
Log in to your site’s front end
Click the gear icon and open Site Permissions
Select each Group that needs System Administrator permissions and toggle them on
Select Site Permissions and select Homepage
Turn “Live Edit” on
Navigate to any pages needing permissions set
Open the Properties tab and select the Permissions tab
Click the A, P, or O checkboxes and “Save Page Changes” or "Save & Push Down”