Sitecore Control Panel Feature 1- Best Practices to Manage Role and Users - Part1

This looks like a very basic session but this will cover lot of fundamental basic setup and amazing scenarios. 

Example - User1, User 2 with sample acces , One can be a aprover only and second can be a aprover and publisher - this can be handled through workflow access.

Setup fo user for multilingual - Will discuss some of the features for role can be leverage here

Multilingual user - What if user is from Chines - will he be able to see all desktop and content in chinees, A simple answer from all Sitecore developer is yer, but there are some advance settings where default language can be setup like in case if chinese content not found it will default render from that language.

Below are some highlight topies for this first part - will provide more details in next section.

I have captured some question herer which wiill help to clarify some items - Point#6

1. Understanding Role Managment.
2. Create first Role and domain configuration.
3. Multilingual Role and amazing scenarios.
4. Trigger and Explore role in details.
5. Some items for the next sessions.

1     Understanding Role Management.

Role is a group of access that can be combined and applied to a user, there are lot of benefit of using the roles but some of them are below.

1. 1Any number of user which got assigned same role can be changed/managed easily.
2. It will help to manger user and setup quickly etc.
3. It can be assigned at workflow level for differentiate user role like approver and publisher, can be setup at parent node, basically these are example of access control which are part of role and individual users access.

All role information is available here: -

https://doc.sitecore.net/sitecore_experience_platform/setting_up_and_maintaining/security_and_administration/users_roles_and_domains/the_security_roles

Step by step- Login screen

Go to the Role Manager section

This option allows the grouping of users into structured units, such as Grade1, sales, anonymous users, and so on. This makes it easier to organize security access because you can use a single role to assign security access rights to multiple users. Roles give you the flexibility to change permissions and to add or remove users without having to make changes to the whole website

2     Understanding Role Management.

Click on new – top section

Let’s give it a name - Grade1AllAccess

Name will not accept illegal character and will get below warning

Search the items here for the next assignation

Select the role and start using the above options.

All existing roles are in Sitecore domain, if required to create new domain make sure appropriate roles has to be created.

Let’s try and POC – Create a new user and assign this role without any permission to understand the default role and access.

Go to dashboard and select the User Manager

There are total four default users

Add a role from the role edit section – Select the newly created role from here.

Click Next and it will ask to open the editor option.

Next widow to assign the access at item level and more details.

Now login from this user-

Providing Author access

If you provide the Author access, then user will be able to login here

Editor will have only read only access to entire content tree.

2     Role based scenarions and multisite root level access.

Let's create some sample content to track how these access will be provided.

Steps to hide particular no

de for the Grade1User1, Steps-

Login to role manager and assign the particular role at parent node.

 Result - Parent node can completly hided from the system by removing read only access.

Beloare the comparing from before and asfter at content level.

What if I remove the parent node read only access and allow all child to read and write access, will all children will be visible – NO

3     Multilingual role and scenarions.

Lt’s say one editor is from China and don’t now the English , Here we need to setup the default culture so if we login through his access he will see all content in Chinese but the thing is what happens if conent are not available in the chines – Answer is it will show in English.            

4     Explore Rule with more options and details.

There are lot of options available here, will cover basic and rest we will cover in advance topics.

5 Q&A   Explore Rule with more options and details.

Sample quesion foom Sitecore-

1. Questions and answer- Initial draft.
2. How many default roles in the Sitecore?
3. Answer- 36
4. What is different in Member, Member Of and Domain off?
5. Each role will be associated with Member OFF- Yes/No?
6. Answer- Yes
7. 4.      What will happen if I create a new role let’s say A and a new user let’s say User1 and assign this role A – without any more access, will he be able to login.
8. Answer – Required author or any member of permission.
9. 5.      Default Author role will be able to see all content in read only mode or can edit or delete.
10. Answer – Read only mode
11. 6.      Can you provide access based on templates?
12. 7.      Can you provide access at root/parent level node?
13. Answer – Yes
14. 8.      Can we hide complete tree node?
15. Answer – Yes
16. 9.      If I have one item in root node but don’t want to allow CRUD operation to parent node, is this doable?
17. Answer- Yes

Open items for the next sessions -

1. 1.      There is more option where we can setup role based on workflow stags – like what all are users which have access to approve /reject etc.
2. 2.      Profile setup all settings.
3. 3.      Setup new profile for the user.
4. 4.      Role/user serialized and deserialized etc.