Once a contact has been configured to use on the portal, it must be given one or more web roles in order to perform any special actions or access any protected content on the portal.  For example, in order to access a restricted page, the contact must be assigned to a role to which read for that page is restricted to.  In order to publish new content, the contact must be placed in a role which is given content publishing permissions.  We will look at rules and permissions in a moment; first let’s look at how to create a web role and how to assign a contact to a role:

First, Create the web role.  This is done through the CRM:

  • Navgiate to Portals
  • Click Web Roles

To Create a new web role:

  • Click New
  • Specify values for the fields provided
  • Click Save

Attributes and Relationships

The table below explains many of the Web Role attributes used by Adxstudio Portals.

Name Description
Name

The descriptive name of the Web Role

Website

The associated Website

Description

An explanation of the Web Role's purpose. Optional.

Authenticated Users Role

Boolean.  If set to true, this will be the default web role for authenticated users (see below).

Only one Web Role with the Authenticated Users Role attribute set to true should exist for a given website. This will be the default web role for authenticated users that have not been assigned a web role.

Anonymous Users Role

Boolean. If set to true, this will be the default web role for unauthenticated users (see below)

Only one Web Role with the Anonymous Users Role attribute set to true should exist for a given website. This will be the default web role for unauthenticated users. **The Anonymous Users Role will only respect Entity Permissions. 

Now that the Web Role has been created, you will be able to configure it to meet your needs via various permissions, rules, and associations.

Optional Default Web Role for Authenticated Users

By enabling the “Authenticated Users Role”, it will become the default web role for all authenticated users. This role is commonly used to provide a predetermined access for users that are not associated to any other roles. Keep in mind that users can have multiple web roles, but there can only be one Authenticated Users web role for authenticated users.

Optional Default Web Role for Unauthenticated Users

The “Anonymous Users Role” is intended to be used with Entity Permissions. It will not respect any other rules or permissions. By enabling the “Anonymous Users Role” it will become the default web role for all unauthenticated users. There can only be one Anonymous Users web role for unauthenticated users.