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Access Granted: Configuring Access and Workflow

Join Lila Bronson, a seasoned software trainer, in this comprehensive workshop on configuring access and workflow settings. Learn how to create and manage users and groups, define permissions, and set up toolbars, all while exploring hands-on activities. Gain insights into flexible workflow processes, inheritance, and precedence to ensure appropriate access within your organization. This session will also cover creating custom reports and verifying user assignments for a streamlined permission structure. Don't miss out on enhancing your understanding of effective access management!

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Access Granted: Configuring Access and Workflow

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  1. Access Granted: Configuring Access and Workflow Lila Bronson Software Trainer

  2. Agenda Introduce workflow and how it works Permissions chart Creating users and groups Creating toolbars Setting template management Defining feeds and other access settings Hands-on Activities Q&A

  3. Overview Access • Where can they go • What are the defaults Permissions • What can they do Workflow • Who gets to do it in the end

  4. Overview Plan • What is the end goal • What restrictions are necessary • Who can publish • Where can individuals go Execute Monitor

  5. Workflow Users What users can do Where users can go Defines permissions levels Allows assignment of additionalpermissions Groups Allows access and publishing permissions to be set Workflow Who can publish and approve it User Levels Groups Workflow

  6. Inheritance and Precedence Inherit from above Directory inherits from Site or parent Directory Page inherits from Directory Settings closer to the content take precedence (override parent)

  7. Inheritance and Precedence

  8. Flexible Workflow John Mary Alumni Frank Faculty Page

  9. Flexible Workflow

  10. Assigning Permissions Mapping out intended permissions helps initial set up Use Custom Reports Create groups based on user navigation needs through folder structure Master group of all users for directory containing sub group users Sub groups for subdirectories within directory Any access to a directory permits page creation/upload Use Custom Reports Verify users are assigned to the proper groups Verify group assignment to pages/directories

  11. Assigning Permissions Group: Athletics Contains members from Athletics Administrators, Baseball, Football, and Soccer Index Athletics Football Baseball Group: Baseball Group: Football Group: Soccer Group: Athletics Administrators Soccer

  12. Administrator Configuration Access Settings Site and Assets

  13. Assigning Permissions ◊ Assigned By Admins

  14. Admin Permissions All Access settings are available to Level 10 Admins More limited access given to Levels 8 & 9 Levels 9 & 10 have access to all sites and pages within account To prevent Level 10 from accessing a site’s controls, the sites must be set up in different accounts

  15. Don’t forget to complete your survey! http://outc14.com/surveys

  16. Thank You!

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