Template Security & Inheritance

To configure security settings for a template:

 

  1. Navigate to the template you want to change.  Go into Author mode.
  2. From the Page & Template Management menu, select Template Security.  This is where you control permissions for the template itself.  This includes seeing the template in the template gallery (read only rights), as well as access to make changes to the template (author and edit permissions).
  3. Add the appropriate group or individual, by clicking where it says “Click here to add a new group (or user).”
  4. In the window that pops up, highlight the group or user you wish to add.
  5. Click on Add.
  6. Select the permissions desired.  If an individual should be an approver for the template, select that from the Approval drop-down menu.  Once someone has been designated an Approver, you cannot change them back to “not approver”.  You’d need to delete them and re-add them.
  7. If you wish to restrict the template to only certain groups within your department, change the permissions for anonymous and authenticated users to "no rights".
  8. Click on Close.

To configure permissions for pages created with this template:

  1. Navigate to the template you want to change.  Go into Author mode.
  2. From the Page & Template Management menu, select Page Inheritance Security.  This is where you control permissions for the pages created with this template. 
  3. Click on "Click here to add a new group" and add any groups (preferably) or individuals who should have permissions to create pages with this template.  These groups should have at least read and author permissions, as well as edit permissions, if applicable.
  4. If the pages created should be able to be read by anonymous or authenticated users, those two groups should have read rights.
  5. Once you are done adding groups, click on close.

To control access to elements on the template:

  1. Navigate to the template you want to change.  Go into Author mode.
  2. Under the element's properties icon (the icons with three lines), select Element Inheritance Security.  This is where you control access to that element on pages created with this template.  When users enter author mode on a page created with this template, the CommonSpot edit icons for that element will not appear and the user will be unable to make any changes to that element.
  3. Under Restrictions, click on Change.
  4. Check all four boxes for Author/Edit, Design, Style, and Admin if you wish to prevent any changes to the element at the page level.
  5. If you wish to allow certain groups to make changes, click on "Click here to add a new group" and add the group. 
  6. A pop-up box will appear with the options available:  Read, Author, Edit, Design, Style and Admin.
  7. Select the appropriate permissions and click on OK.
  8. If you wish to prevent anyone from adding additional elements, click on the Layout Element icon (the icon with the four squares) at the top of either the content well or the table of contents, and select Layout Properties.
  9. Under the Miscellaneous heading, uncheck the box that reads "Allow insertion of multiple elements per cell."
  10. Note:  There is another table/cell beneath the Colby Search box where users can add elements. If you don't want users of the template to add elements beneath the search box, restrict access to this area under element inheritance security.  If you restrict Author/Edit, Design, Style, and Admin, the ghost text "Click here to insert new element" will not appear in this area.