In this article, we’ll describe the process for granting admin permissions within Posts. Posts permissions are somewhat unique as Posts users can be Admin Users or Portal Users. For admins and constituent users, you can set permissions for boards and collections.
Define Composer rights
Before an admin group can view and utilize the Posts module at whatever level you would grant them, ensure that Composer is enabled on the group’s settings in the Admin Users module. However, granting access by individual constituent (see Board and Collection Level tabs below) does not require admin user status or configuration.
Set Global Level permissions
To access Posts permissions for the entire module, go to the Permissions tab of the Posts navigation.
Scan the columns for each component of Posts, and choose the level of access to be applied to that particular component. For more info, read further here to see the level breakdowns for each.
Boards
- Not Allowed means the Boards tab will not be visible in the interface, unless rights to a specific board are provisioned.
- View access allows the user to view all boards and the posts on them, but they may only edit or create posts on boards they have additional permissions for.
- Admin provides full edit access to all boards, including the ability to approve posts if no admin is assigned to a particular board at the board, granular level.
Collections
- Not Allowed means the Collections tab will not be visible in the interface, unless rights to a specific collection are provisioned.
- View access allows users to see but not edit all collections.
- Admin provides full access to all collections. Users can add posts to collections from boards they have at least view permissions for.
Publications
- Not Allowed means the Publications tab will not be visible in the interface.
- Admin provides full access to the Publications area.
Manage Tags
- Not Allowed means that the Tags tab will not be visible in left navigation.
- View access allows admins to view the list of all tags in use in the module, as well as the number or "count" of posts they are used on.
- Admin adds the ability to rename tags, delete tags, and merge one or more tags into another.
Import Posts
- Not Allowed means the green +Upload Posts button will not be visible in the interface.
- Admin provides the ability to upload the posts datasheet directly into the Posts module. For more information about how this works, check out the article, "Add posts in bulk to the Posts module."
Permissions
- Not Allowed means the Permissions tab will not be visible in the interface. Admin users cannot change permission levels for their own admin group.
Set Board Level permissions
Posts are organized into boards, and admins can assign rights to a particular board to a constituent or group of constituents (or an admin who has Global "View" access in Posts). This means users can be granted various levels of posting without being able to access the entire module. Setting Board Level permissions means that posts can only be created and posted on this board by the designated admin group and/or even individual constituents to whom you grant access.
To grant Board Level permissions, go to the three-dot menu for that board, select Settings, and go to the Permissions tab. Click on the Permissions tab to configure and grant access at the Board level.
Grant permission to a group of constituents
Click Select Group to choose the group of constituents or admin users who will be granted access to this board and its posts.
- The picker will open up and allow you to choose a group of constituents (who may or may not be admin users).
- To select an admin user group, expand out the Site Administrators group to select from your admin user groups.
Grant permission to an individual constituent
You also have the option to grant permission to one or a few individual constituents at a time.
- Click into the Enter Constituent field to start typing the name of a constituent who you'd like to have access to this board and its posts.
- Select the constituent. Once selected, the name of this individual will populate below for you to next set the level of access.
Select the level of access
Once you have selected your group and/or individuals, determine the level of access they'll be granted from the dropdown menu.
Learn more about the levels of access here:
- Admin: Individuals with this access level have full rights to the board, including the abilities to give permissions to other users, manage categories, and approve posts written by others within that particular board.
-
View, Edit, Publish & Delete (All Posts): This means they will have full rights to all posts on the board, but they cannot access the board settings.
Important Note: Published vs Unpublished Posts
This level, "View, Edit, Publish & Delete (All Posts)" does not allow users to edit published posts. This only pertains to unpublished posts.
- View, Edit & Delete (All Posts): Users can view all posts on the board, create new posts, edit and delete their own and others’ posts, but do not have rights to publish posts.
- View, Edit, Publish & Delete (Own Posts Only): Constituents can only see their own posts on the board, but they have full rights to create, edit, publish, and delete their posts.
- View, Edit & Delete (Own Posts Only): Users can only see, edit, and delete their own posts, and they do not have rights to publish posts.
- View: This access level allows only for the ability to view (but not edit) their own posts on a board and select posts from this board for collections.
Set Collections permissions
To access collections permissions, go to the three-dot menu for that collection, select Settings, and go to the Permissions tab.
Search for a specific Constituent or click Select Group and choose a group.
Users with permissions for collections can add posts from any board they have at least View permission for.
Important Note
Push out communication from the Posts module to connected social media accounts through a collaboration with Social Media Connections. Read more about granting permissions in the article, "Social Media Connections admin permissions."
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