Website Security Overview Part 1

Welcome This is Bryna from Blackbaud

Today I will provide an overview of security Security determines the features and tasks users can access It is important to maintain security because it protects your website, promotes consistency, and helps prevent errors This video explains who and what make up your security It also explains where security takes place

Let’s start with who is in your security This consists of two groups: individual users and users grouped together in a role You can group users in a role manually or by using a query These users include your staff members and your constituents Typically, you create separate roles for staff members and constituents

In the program, you add or edit users and roles from Users & Security On a user record, you can select to grant a user Supervisor rights Supervisor users have access to administrative areas in the program such as the sections discussed in this video and merchant accounts under Administration Roles group related users together For example, you can create a role for all staff member content authors and you can create a role for your constituent Board Members

To group users individually, you assign the user to a role from the actual user record or when you create or edit a role From the role, click Add members After you include the user, the name appears on the role’s Members tab Typically, you group users together in a query and select the query to use for the role You can then add members to the role in the query and click Refresh Now to update the role

By default, you have an Everyone role This role includes all users and it does not have rights After you establish who is in your security, you need to establish what the security permissions are You create task groups to apply permissions that allow users to manage your website For example, you can grant rights to create pages, templates, and layouts

You create task groups from Security, Task groups There are two types of task groups: organization and site task groups Organization task group permissions apply to all of your websites, whether you have one site or twenty These non-site specific permissions are for features such as approving workflows and creating URL redirects Site task group permissions are site specific and are for features such as creating and editing pages

You have learned about the who–users and roles– and you have learned about what–task groups Next, you'll learn how these two tie together to create the where A security assignment does two things First, it associates a role with a task group In other words, who can do what

It also applies this association to a site to determine where the user has access You create assignments from Security, Security assignments Remember there are two types of task groups: organization and site When you create a security assignment, you select whether it’s for organization tasks or site tasks We know that organization task group permissions are non-site specific and apply to all sites

Therefore, when you create a security assignment for organization tasks, you simply tie a group of users (the role) with the task group that includes the organization rights you want them to have When you create a security assignment for site tasks, you complete the same step- you tie the role with a site task group that includes the site specific rights you want the users to have Because these rights are site specific, a Site field appears for you to select where the users associated with site task group can actually perform their tasks If you want the site’s child sites to have the same security, select Apply assignment to child sites In summary, the security model answers three main questions: Who, What, Where

Who: individual users and roles Roles group users What: Task groups Task group permissions grant rights that allow users to manage your website There are two types: organization and site

Organization task groups are not site specific and site task groups are site specific Where: Security assignments A security assignment ties a role with a task group to establish who can do what When you create a security assignment for organization tasks, it applies to all of your sites whether you have one or twenty When you create a security assignment for site tasks, you select the site the assignment applies to

That’s all for this demonstration Please view part two to learn how users who manage the program can target content and access rights for website users and roles Make sure you review the Users & Security Guide and help file for more information Thanks for watching!

Free Email Updates
We respect your privacy.

affiliate marketing websites

affiliate marketing