Posts permissions

Misty Flowers

November 15, 2019 20:25

Posts permissions work at three levels: Global (module-wide access for admin groups), Board Level (specific board access for admins or portal users), and Collections Level. The Composer checkbox must be enabled for admin groups, though board-level access can be granted to constituent users without admin status.

💡Quick answers

What are the three levels of Posts permissions? Global Level (module-wide by admin group), Board Level (access to specific boards for admins or portal users), and Collections Level (access to specific collections).
What is the difference between View and Admin at the Global Boards level? View allows the user to see all boards and posts but only edit or create posts on boards they have additional permissions for; Admin gives full edit access to all boards.
Can portal users (non-admins) be given permission to post on a board? Yes; board-level permissions can be granted to individual constituent users without requiring admin user status or the Composer checkbox.
Where are Global Posts permissions configured? In the Posts module, click the Permissions tab in the navigation to see the permission columns for Boards, Collections, Publications, Manage Tags, and other components.

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.

posts permissions.png

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.

posts permissions columns.png

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.

board settings for permissions.png permissions tab.png

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.

select group permissions.png

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.

individual permissions.png

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.

select level of access.png

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.

collections settings permissions.png

Search for a specific Constituent or click Select Group and choose a group.

collections settings permissions view.png

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."