The GeoDocs 8 Toolbar

Once logged in, users will see a toolbar that floats at the top of the screen.

Site Author and Content Author toolbar: (full toolbar) includes Page, Files, Status, Edit/Preview/Live, RSS Builder, Site Tools, Change Password, User Name, and Logout button.




Document Author Toolbar: omits the Status field, does not have Edit/Preview/Live or RSS Builder buttons.
The Member Toolbar only has two buttons: Logout and Change Password.

The features available on the toolbar are based on the highest role the user has in any group, so if a user is just a Member in one group but a Site Author in another group, that user will see the full Site Author toolbar. Certain options in the Page menu dropdown will be greyed out for Content or Document Authors, such as 'Delete Page'.

(More about User Roles)

Page Button : Opens dropdown menu of page options including New, Open, Copy, Delete, Publish, Workflow, and View Properties. Only a Site Author will have access to the complete menu, and only while in Edit Mode. (More about Pages and Site Authors)



Files Button: Opens the Document Explorer for file management including upload, edit properties, and view versions (Enterprise License only). (More about Document Explorer)



Status Icons

Gold Star: Everything on the page has been published and is live on the site. (Preview and Live modes match)


Pencil: Something has been edited since the last published version. This could be new/changed content, section, menu, or page. This icon will also display if the page has never been published.


Pencil with Red Circle: Either the page or a piece of content has been marked for deletion. (Deletion is completed when the page or content is published)




Edit/Preview/Live: Allows Content Authors and Site Authors to view the page in three different 'modes' for editing, previewing changes, and viewing the live site.




RSS Builder: Opens a popup window that guides users through creating an RSS feed based on content author groups, topics, and other parameters and provides a URL to the RSS feed. (Future post: More about RSS Builder)




Site Tools: Opens a new browser tab to view other administrative features, such as user administration, topic administration, and Site Map controls. (Future post: More about Site Tools)

User Accounts: Role Definitions

Group Administrators and Site Administrators have permissions to maintain User Account Security Roles.

• Security Roles are defined in the User Account or Group Properties.
  

A user may be assigned to one or more groups, with the same or different roles within each group. For example:

• User1 has the role of Member in the Employee Group (View only)
  
• User1 also has the role of Site Author in the Customer Service Group (Full rights)
  

Content Permission Roles

Member:

View all elements belonging to the user's assigned group, including pages, menus, sections, links and documents, etc.

Document Author:

View all elements belonging to the user's assigned group, including pages, menus, sections, links and documents. Also has permission to View, Create, Update, and Delete Documents for the group.

Content Author:

View all elements belonging to the user's assigned group, including pages, menus, sections, links and documents. Additionally the Content Author is able to View, Create, Update, and Delete Content, including documents and Sections (all available types/plug-in, including document) for the group.

Site Author:

Has Member, Document Author and Content Author permissions as well as the ability to View, Create, Update, and Delete Pages, Menus, and Links for the group. The Site Author has full site administrative rights to publish changes and perform maintenance in the group they are assigned. They do not have Security rights to manage Groups and Users.

GeoDocs Security filters searches and search results to return results based on user-defined security settings for protected content. Each site viewer is matched against their unique security profile and only content that is appropriate for them to have access to in "view only" or, more defined security such as edit, add, or delete, is presented to them.

Every element in GeoDocs™ can be arranged in a flexible manner where content, link, section, page, or menus can be made available for a department/group or site-wide. This includes features such as calendar and news/announcements.

User Administrator Roles

User administrator roles define administrative rights with Users, Groups, Templates, and Topics. These roles are independent of Authoring roles. Roles are managed in the User Properties and Group Assignment Properties of the Site Tools area.

Group Administrator:

A Group Admin is able to add, edit, and delete Users, Templates, Topics and Plug-Ins that belong to the GROUP in which they are assigned to be Group Administrator.

Example:

If User1 is a Member of the Employees Group and a Group Administrator for the Customer Service Group, he has the ability to maintain user, groups, templates, and topics that belong to the Customer Service Group only.

Site Administrator:

The Site Administrator Role overrides the Group Administrator Role. The Site Administrator has the authority to maintain all users, groups, templates, topics, and plug-ins in all groups.

Workflow Permission Roles

(Enterprise Edition only)

Approver: Has authority to approve or reject an item (page, document or content) submitted to a workflow process.

Builder: Maintains the workflow plans. Has the ability to add, replace, or delete a workflow plan.