The Admin Users module is where you create and configure admin user groups, define the level of access each group has across the Finalsite platform, and manage group membership over time. Rights are assigned to groups, not individuals; each admin user can belong to only one group at a time.
💡Quick answers
- Where is the Admin Users module? In the People icon menu in the Composer left navigation.
- What are the four default admin groups? Administrators, Content Managers, Editors, and Webmaster; these can be renamed and expanded as needed.
- What does it mean when a module right is followed by "(Admin)"? It grants full access to that module. Rights without "(Admin)" are more limited and can be further fine-tuned within the module itself.
- Can an admin user belong to more than one group? No; each admin can be in only one group at a time. Use the Account tab in Constituent Manager to move them to a different group.
- Deciding how many admin groups to create? Consider three factors: location, department, and type of access needed; create as many groups as necessary to control access precisely.
In this article
- Find admin user groups
- Create admin user groups
- Define admin user group rights
- Save and manage your users
- Admin User Quick Reference Guide
The Admin Users module is a place where you will manage the first level of permissions that are granted. Here you can:
- define and create admin user groups,
- manage those user groups as the year continues on with new hires and replacements,
- adjust the level of access as needed.
Click on the People icon in your left navigation and open up the Admin Users module.
Finalsite's Three-Step Guide to Setting Permissions
For an overview on how permissions work within the Finalsite system, read, "The Finalsite Guide to Permissions" where you can find a List of Permission Guides for each area.
Find admin user groups
Locate your admin user groups in the top right corner.
By default, you will see 4 groups that have been created for you: Administrators, Content Managers, Editors, and Webmaster. Rename these, and add more groups as you see fit for you and your team!
Understand the Site Administrator role
Admins in the Administrators group are the main administrators who were added into the site project from the beginning that have full access to everything in the platform. Members of this group are also considered Site Administrators (or "Site Admins" for short.)
Site Admins have more editing capabilities than regular site users. Not every admin user will have access to the same controls - the access they have is determined by the settings configured in the Admin Users module.
Create admin user groups
Create new admin groups and rename those already existing so that you can then organize and narrow down the exact tasks that can be completed by each group.
- Select Add Group.
- Add User Group Name.
- Leave User Group Type as Default.
Admin user group best practices
- Site management rights are not assigned to individuals. Instead, rights are assigned to various Site Admin Groups, and individual admins are then added to a group.
- Site Admins can only belong to one Site Admin Group at a time.
- Create as many admin user groups as you need with different granular configurations.
- Configure your user groups to allow (or restrict) access to various components of the CMS, which allows you con control exactly how much of your site the members of each group are allowed to edit.
Three considerations when determining which groups you need:
- Location
- Department
- Type of Access
Real-world scenarios
Example #1: Give members of the Admissions department the ability to edit the pages in that section of the website but not in other sections.
Example #2: Give certain admins the ability to configure individual modules such as eNotify or Multimedia Manager, but restrict their access to other parts of the site. All of this can be done by configuring the various options in Site Manager > Admin Users.
Define admin user group rights
Determine what level of access should be given to each user group.
This graphic reflects which sections on the Admin Users page can be selected to grant access in each particular area of the Finalsite platform. Even if a checkbox is "clickable", this does not mean that that permissions will necessarily be granted.
Some products listed are crossed out because they are legacy products no longer being used.
Some modules have two sets of rights: one that's followed by "(Admin)", and one that isn't.
What does this mean?
- Rights followed by "(Admin)" grant full access to the module. Users can use every control and feature module.
- Rights without "(Admin)" are more limited, and those privileges can be fine-tuned from within the corresponding module.
Save and manage your users
- Save Group Changes at the bottom to create your group.
- Add and remove admin users at anytime.
- If you're in a district or are managing users across multiple sites, you can Use Locations to set domain permissions in bulk.
- For new groups with rights, set their Global and Granular permissions within each module.
Admin Users Quick Reference Guide
Now you are ready to walk through the process of considering levels of permission you'll grant for the rest of your Finalsite platform. Download and keep this guide handy to help you navigate the next step of your journey.
Comments
Please Sign in to leave a comment if you don't see the comment box below.