Set up and configure the Admin Users module

In this Article

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. 

admin users module.png

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.

admin user groups .png

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. 

  1. Select Add Group.
    add new admin user group.png
  2. Add User Group Name.
  3. Leave User Group Type as Default.

Admin User Group Best Practices

  1. 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. 
  2. Site Admins can only belong to one Site Admin Group at a time.
  3. Create as many admin user groups as you need with different granular configurations.
  4. 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 Example

Case Scenario #1: Give members of the Admissions department the ability to edit the pages in that section of the website but not in other sections.

Case Scenario #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. 

admin users boxes .png

Some modules have two sets of rights: one that's followed by "(Admin)", and one that isn't.

snapshot of the (Admin) piece.png

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 

  1. Save Group Changes at the bottom to create your group.
  2. Add and remove admin users at anytime.
  3. If you're in a district or are managing users across multiple sites, you can Use Locations to set domain permissions in bulk.
  4. 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. 

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