Publishing Content and Pages

GeoDocs requires certain changes to be published or approved at the page level:

• Add a section using 'Create Section' or 'Assign Section'
• Delete a section (unless the page was never published after the section was added)
• Add content to a static section using 'Create Content' or 'Assign Content'

Other changes can be done at either the page or content level.  If a piece of content has been changed in a static section, and the content is checked in, you may be able to publish/approve both the content and the page at the same time.  This depends on the group ownership of the content and the page, as well as your user permissions in those groups and the workflow or publishing settings.  (The easiest way to find out is to try publishing the page and see if the content goes with it.)

• Edits to a piece of content that already existed in the section.
• NOT to edits to content within dynamic sections.

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Publishing or Approving Content

Left click the geode for the piece of content to be published.  In the dropdown menu, follow the appropriate steps based on whether your site uses workflow.

• With workflow: Check in, Submit to workflow, Approve
• Without workflow: Check in, Publish

When the content is checked out, a lock icon and a pencil icon will appear next to the content geode.  Upon check-in, the lock will disappear and the pencil will remain.  When the content is in workflow, a grey gear icon will appear.  Once the content is published, only the geode should be left.

Publishing or Approving Pages

Page publishing is done from the PAGE button in the top toolbar.  When anything on a page has been edited, the status icon in the toolbar will change from a yellow star, to a small pencil. When the page is in workflow, the grey gear icon will appear there.  (Pages do not get 'checked out' like content.)

Follow the publishing steps for your environment:

• With workflow: Submit to workflow, Approve
• Without workflow: Publish

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Note- if you are not a workflow approver in the group that owns the page or content, then the option to 'Approve' will not be available.  Likewise, you must have the correct user permissions to have the option to 'Publish' in a page or content menu.

Page Structure in GeoDocs

GeoDocs uses three levels of structure on a page:

1. PAGE - the page properties include which template to apply, the name of the page, and where it should be located in the site.  Only site authors can change page properties, or delete or create pages.
2. SECTIONS and MENUS - these are like frames for content and links.  Only site authors can add or remove sections/menus or make changes to their properties.
3. CONTENT - text, links, calendar entries, etc. And sometimes documents.  Document authors can create, delete, or change properties of file-based content.  Content authors can create, delete, and change content of any kind.  

Related posts:
Create a page
Add sections to a page
Add menus to a page

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.