Help Screen

WebSite Director

USER PERMISSIONS

This screen allows you to set the User Permissions for the user selected on the User Administration screen. Default User Permissions for all NEW users added to WSD are assigned on the Default User Permissions screen.

INFORMATION ON THIS SCREEN:
User Name The name of the user selected on the User Administration screen.
Working Dir  When present, must contain a valid directory name within the web server's Document Root. The user will be limited to submitting requests for content located in the specified directory and those directories defined under the specified directory. Note: The user will not be able to see, browse, or access any other directories within the Document Root.
Approval Class (WSD Pro only ) Allows you to assign a Default Approval Class to this user. When an Approval Class is assigned to a user, that class will be used for all requests submitted into the workflow by that user (both template and document requests) , and will override any directory or system default Approval Classes.
User Permissions

The following User Permissions may be assigned to the user:

  • Upload and Download Allowed - The user may download and/or upload content from/to the web server when submitting new requests or editing existing requests. When not checked these functions will not be made available to the user in the User Interface.  
  • Text Editing Allowed - The user will be able to use the HTML online editor.  
  • WYSIWYG Editing Allowed - The user will be able download and install one of the WYSIWYG online editors -- eWebEdit Pro or EditLive! -- on the User Preferences screen.
  • Display No Access Stages - (WSD Pro Only) The user will be able to see all workflow stages but not be able to access stages for which he/she has no access permission (as set under Workflow Permissions below). Overrides the "Display No Access Stages" if this policy is set to "No" on the System Policies screen. 
  • Display View-only Groups - (WSD Pro Only) The user will be able to view all requests (including his/her own requests) in "Group" workflow stages to which the user has been given "Access" permission (see "Workflow Stage Permissions" section below). If the user does not have Access permission for a specific Group Stage, the user will still be able to View requests for those groups where he/she is a member of that group, however WSD will only show how many other requests are currently in the stage for each group where the user is NOT a member.
    Note: Setting this permission allows the user to Preview, View Properties, Compare with Published, and View Comments for requests controlled by other groups within a Group stage.
  • EditLive! Filter Access - The user will be able to change the Filter selections on the  User Preferences screen.
  • Display View-only Authors - (WSD Pro Only ) The user will be able to view all requests (including his/her own requests) in "Author" workflow stages to which the user has been given "Access" permission (see "Workflow Stage Permissions" section below). If the user does not have Access permission for a specific Author Stage, the user will still be able to View his/her own requests, however WSD will show how many requests are currently in the stage for other Authors.
    Note: Setting this permission allows the user to Preview, View Properties, Compare with Published, and View Comments for requests controlled by other authors within an Author stage.
  • Update Notifications Allowed - The user will be allowed to manage (check/un-check) notifications on his/her Edit User Info screen (accessed from User Preferences ).

Administrative
Permissions

The following are system permissions that may be assigned to the user:

  • User Administration - The user may add new users, delete existing users, change all users' passwords and preferences, edit users' information, including Permissions and Group Memberships, and change the Default User Preferences.
  • System Administration - The user may change the system configuration values, add or delete groups, add or delete stage definitions, maintain directories and request information on the public web site. Note: Because the improper use of this permission can severely damage your WSD installation, only a few trusted and knowledgeable users should be given this permission. 
  • Template Administration - The user may change Templates immediately via the Maintain Templates screens. See "Apply Templates" below.
  • Workflow Administration - (WSD Pro Only ) The user may use the WSD Maintain Stages, Maintain Groups, and Approval Classes functions to maintain workflow configurations.
  • System Reports - The user may access the System Reports screen and display/print any of the WSD reports. 
  • Modify Approvals Needed - (WSD Pro Only ) The user may override the Approvals Needed option for a request. The override options are selected on the Approvals Needed screen (accessed from the request's Properties screen). Since this capability allows users to bypass approval stages that would normally be required for a request, only someone with the appropriate authority should be given this permission.  
  • Update Documents in Author Stages - (WSD Pro Only) The user may edit, approve and disapprove content in Author stages, even when not the content's author. Normally only the content's author can process a request in an Author stage; all other users can only view content in those stages. This permission can be useful if a request is left in an Author stage and the author is no longer able to process the request.  
  • Unlock All Requests - (WSD Pro Only ) The user may unlock individual "Locked" requests, even when the user does not have "System Administration" permission. 
  • Modify Submitter - The user may change the name of the Submitter after a request has been submitted. 
  • Edit Previous Comments -  Users may revise/update their previously-entered comments when editing a request. 
  • Add Comments to any request -  (WSD Pro Only) The user may add new comments to the comment thread on any request, even in "View Only" stages where the user does not have request editing or approval permissions. 
  • Apply Templates - Allows the user to use the Apply Template function on the Maintain Templates screen to apply modified templates to all published content that uses the template.
  • Skip required directory template - When selected, this user is not required to use a Page Layout Template when adding content to any directory that has the "Page Layout Template required" directory property set. See Directory Properties .

Workflow Stage
Permissions

(WSD Pro Only) A list of current Workflow Stages displays. Select user's permissions for each workflow stage:

  • Access: When this is the only permission selected for a workflow stage (Approval and Editing are not checked), the user may VIEW requests ("View-only").
    • If the stage is an Author stage, and the user is a Submitter, Author, or Maintainer, the user may "Disapprove" requests if the Author can reject request in View-only stages System Policy has been turned on for your site. 
    • If the Update Notifications Allowed permission has been set, the user will be allowed to request "Immediate Notification" e-mails ( Edit User Info screen) when requests are Approved or Disapproved into the applicable workflow stage.
  • Approval: Select to allow the user to APPROVE/DISAPPROVE requests in the stage.
  • Editing: Select to allow the user to EDIT requests in the stage.
Group Memberships A list of Groups displays. Check any Group(s) to which the user is to be assigned. Group membership allows the user to edit, approve and/or disapprove requests as a representative of the group. Note: The user must have appropriate "Workflow Permissions" (see above) in order to perform these functions for the group.
Submit Permissions A list of WSD Request Types (Add, Modify, Copy, Move, Rename, Delete) displays. Assign the user the ability to submit requests for Request Categories (Documents and Templates) by selecting/deselecting checkboxes under each Request Category.
Property Update Permissions A list of the information that displays on a request's Properties screen displays. Select/deselect the applicable properties that the user may change on a request's  Properties screens.

FUNCTIONS:
UPDATE Select this function to save the information and return to the User Administration screen.
CANCEL Select this function to cancel the information entered on this screen, and return to the User Administration screen.

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