Security Overview

The security model for the program allows you to create a structure that is as simple or complex as needed. Security components include users, roles, task groups, and security assignments. These components answer the security questions of who, what, and where.

Tip: It is important to maintain security because it protects your website, promotes consistency, and helps prevent errors.

The user record authenticates a website user’s identity. User records are created manually by a Supervisor or automatically when a user signs up for a website through the User Login, Personal Page Manager, or Fundraiser parts. For more information, see Users.

Roles are user records grouped together manually or by query. Roles can also include other roles. For more information, see Roles.

Task groups assign feature permissions for administrative tasks. These permissions include the features accessible from the menu bar, such as Site explorer and Administration. For example, a Supervisor creates a task group called Content Authors and selects full rights for pages, images, and templates. For more information, see Task Groups.

Note: Task groups do not determine who has task rights. Task groups simply organize rights to associate with a role in Security assignments. Task groups are not directly connected to user records or roles.

In addition to the administrative security in Task groups, you can assign view, edit, delete, and change security rights for users and roles for your website. You can assign rights for individual parts, pages, templates, and images on the Targeting & Security tab. For example, on a Documents part, you can assign view rights to the Board Members role so they can review meeting minutes. For more information, see Targeting & Security Tab.

Create security assignments to associate roles and task groups to apply security to a site. If you host one website, all security assignments apply to the default site. If you host multiple websites, security assignments apply to specific sites. Security assignments are crucial to the integrity of your database when you host multiple sites. For more information, see Security Assignments.

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