Rights and Role in Web Manager

Overview:

The Roles and Permissions feature has been integrated into the Web Manager, allowing for the creation of distinct roles with specific permissions tailored to different users. With this functionality, users can be assigned roles within the Backoffice Manager, granting them access to various sections and actions within the Web Manager.

Key Features:

1. Role Customization: Users can be assigned roles with specific permissions based on their responsibilities and requirements.

Permission Specifications:

• Web Manager - The main web manager permission.

• CMS Settings

• Custom results Panel

• Flows

• Forms

• Front End Editing

• Locales

• Maxxton Services (Connectivity).

• Menus

• Pages

• Posts

• Site Map Settings - (site.settings.sitemap).

• Site

• Site Settings - (site.settings.general).

• Templates

• Theme Settings

• Translations

• Webcontents

• Free Search

• Conditional sets

• Categories

• Dynamic Sitemaps

• Data Layers

• Imitate user

• Image Manager

2. Granular Control: For each section, administrators can specify actions like READ, EDIT, CREATE, DELETE, and EXECUTE (all) for specific users.

Accessing Web Manager:

If a user encounters a popup indicating restricted access or doesn't see specific sections in the Web manager, it's likely due to their assigned role's permissions. In such cases, administrators should configure the correct role for the user in the Backoffice Manager.

Instructions:

1. Identify User Requirements: Determine the specific access requirements for each user or group of users.

2. Assign Roles: In the Backoffice Manager.

3. Configure Permissions: Assign roles to users, ensuring that permissions align with their responsibilities.

Default set of permissions:

• Whenever we create a new client, we always create a Maxxton Admin permission group and assign all permissions to it. This ensures that we consistently have the default set of roles within the back office manager.

• For more understanding you can refer the install scripts
  1. Source of install_permission_concern_data.sql - newyse - Bitbucket Maxxton this permission script runs only per schema and Source of install_permission_data.sql - newyse - Bitbucket Maxxton this one for each concern and permission groups are per concern.

Steps to Configure Roles and Permissions:

1. Access the Back Office Manager: Visit this link to access the Back Office Manager.
   - (e.g., https://krm-dev.maxxton.net/backofficemanager/en-us/).
   
   

   Open

   

2. Search for Employees: Navigate to the “Employees” tab and search for the specific employee.
   
   
   

   Open

   

3. Check Employee Role: Once you find the employee, verify their assigned role.
   
   

4. Grant Permissions: Based on the employee’s role, grant the necessary permissions as required.
   
   

   By following these steps, administrators can effectively manage user permissions and ensure secure access to the Web Manager based on each user's role and responsibilities.
   
   Thanks!