9 YEARS AGO

Role based documents

This post is about hiding a document (page) and only display it if the user is logged in and is in a certain role. Below I will display the needed actions.

This post is about hiding a document and only display it if the user is logged in and is in a certain role. Below I will display the needed actions.

Open up the documents properties and make sure that you add the role that gets access. Select the role and check the "Allow" box for the "Read" permission. Make sure that the "Not authenticated users" have the "Deny" setting checked for the "Read" permission.

role_based_documents_security.jpg

The next thing to do is to open up the "Site Manager", then "Settings", and select the website and open the "Security" settings. Change the "Check page permissions" setting into "All pages".

role_based_documents_sitemanager.jpg 

Now when you view the document and you are not logged in or you do not have the needed role, the document will inform the user that he does not have the required permissions to view the document.