{"id":61134,"date":"2012-12-07T16:18:40","date_gmt":"2012-12-07T21:18:40","guid":{"rendered":"http:\/\/www.bu.edu\/tech\/?page_id=61134"},"modified":"2022-12-13T17:23:35","modified_gmt":"2022-12-13T22:23:35","slug":"groups","status":"publish","type":"page","link":"https:\/\/www.bu.edu\/tech\/services\/cccs\/websites\/www\/wordpress\/advanced-workflows\/section-editing\/groups\/","title":{"rendered":"Create a Section Editing Group"},"content":{"rendered":"

Once you have at least one Section Editor<\/strong>, you can start creating your Section Groups<\/strong>:<\/p>\n

    \n
  1. Open the Section Groups<\/strong> menu.\n

    \"Section

    Section Groups top level menu item<\/p><\/div><\/li>\n

  2. Click on the Add New<\/strong> option.\n

    \"Add<\/a>

    Add section group \u00e2\u20ac\u201d a blank slate<\/p><\/div><\/li>\n<\/ol>\n

    The edit group screen is broken in to three primary sections that can be accessed by clicking the respective tab:<\/p>\n

    \"Edit

    Edit group navigation tabs<\/p><\/div>\n

    In the collapsible areas below we will make many changes to our new section group. It is important to know that each change that you make does not take effect immediately. No change will be committed until you click the blue Add Group<\/strong> or Edit Group<\/strong> button that appears in the Modify Group<\/strong> panel on the right-hand side of the group editor. The plugin will warn you if you attempt to leave the \u00c2\u00a0page without saving changes.<\/div>\n

    Properties<\/h3>
    <\/p>\n

    Give your group a unique name and description on the properties tab. These values are only viewable by Site Administrators<\/strong>, and can be used to help identify each group by function.<\/p>\n

    The name should be unique and easily identifiable. You can use the description field to provide additional insight in to the purpose of this group.<\/p>\n

    \"The

    The Group Properties tab, filled out for the Training Site<\/p><\/div><\/p>\n

    <\/div>\n<\/div>\n\n

    Members<\/h3>
    <\/p>\n

    The members tab allows you to assign and remove members for this group. The members tab has two panels:\u00a0Add User to this Group<\/strong> and Group Member List<\/strong>.<\/p>\n

      \n
    1. Use Add User to this Group <\/strong>to\u00c2 find the Section Editors that you would like to add. The text input inside the Add User to this Group<\/strong> panel features an autocomplete behavior to help you find users that belong to your site. The autocomplete tool tracks your keystrokes as you type, using your in-progress text value to query the site users and render a list of Section Editors that you may be looking for. The tool checks your input against usernames, display names, and email addresses in your site’s user pool. You can only add users that have the Section Editor role.\"Autocomplete<\/li>\n
    2. Once you have found the users you want to grant group membership for, click on the Add <\/strong>button and watch them appear in the\u00c2\u00a0Group Member List<\/strong> below.<\/li>\n<\/ol>\n

      You can repeat this process to add as many members as necessary. If you accidentally add a member that you did not intend to, or a member is no longer needed for the group, you can click the Remove<\/strong> link next to their name to remove them from the group. Note that switching a users role to something other than Section Editor\u00c2\u00a0will also remove them from any section editing groups they belonged to.<\/p>\n

      \"wpcms02<\/p>\n

      Our group now has one member \u00e2\u20ac\u201d wpcms02 (Beta WordPress).<\/p>\n

      <\/div>\n<\/div>\n\n

      Permissions<\/h3>
      <\/p>\n

      The permissions tab allows you to grant permissions for this group to specific content.<\/p>\n

      \"The<\/p>\n

      The permissions tab is broken in to separate sections for each post type available for your site. You can switch between permissions editors by clicking on the tab for the post type you want to set permissions for. The default tab is Pages<\/strong>.<\/p>\n

      \"Group<\/p>\n

      All post type editors will show each post in one of two states \u00e2\u20ac\u201d allowed or denied. The default state for all content is denied. This means that a Section Editor will not be allowed to edit any content until you explicitly permit it through a section group.<\/p>\n

      \"An<\/p>\n

      \"A<\/p>\n

      For hierarchical post types, it is possible to have a parent that is editable, but children that are not, and vice versa. These contradictory states are represented as well.<\/p>\n

      \"Parent<\/p>\n

      \"Parent<\/p>\n

      Clicking on a post will reveal a button that allows you to toggle permissions. If a post is denied, a green button will appear labeled Allow<\/strong>. If a post is already allowed, a red Deny<\/strong> button will appear. Clicking on these buttons will toggle permissions.<\/p>\n

      \"Allow<\/p>\n

      \"Deny<\/p>\n

      <\/div>\n<\/div>\n\n

      Set Page Permissions<\/h3>
      <\/p>\n

      \"Hierarchical

      Hierarchical Permissions Editor<\/p><\/div><\/p>\n

      The permissions editor for hierarchical post types, such as Pages, presents you with a tree-like view of your content. Any page that has a right facing arrow next to it is a section \u00e2\u20ac\u201d meaning it has at least one child page beneath it. Clicking on this arrow will expand the section to reveal its children. You can click on the Expand All<\/strong> link to reveal all child pages, and the Collapse All<\/strong> link to return to the default collapsed state for all pages.<\/p>\n

      Remember that all content is denied by default. In order to allow a page for editing, you click on it once to reveal the Allow<\/strong> permissions toggle. Clicking on Allow<\/strong> will change the permissions indicator from a red denied symbol to a green checkmark \u00e2\u20ac\u201d the page is now editable for any members in your group.<\/p>\n

      If you toggle permissions for a section, the new permission will be propogated to all descendents of the selected page:<\/p>\n

      \"Step

      Step 1 – Select a section<\/p><\/div><\/p>\n

      \"Step

      Step 2 – Allow editing for the section<\/p><\/div><\/p>\n

      The Undergraduate Program<\/strong> section is now editable for members of this group. Child pages don’t have to share the same permissions as their parents. For instance, if this group should be able to edit everything in \u00e2\u20ac\u0153Undergraduate Programs except for Special Programs and Courses , that is supported by the plugin:<\/p>\n

      \"Step

      Step 1 – Denying a child page<\/p><\/div><\/p>\n

      \"Step

      Step 2 – Child page is now denied<\/p><\/div><\/p>\n

      Let\u00e2\u20ac™s continue in the next section by setting Post<\/strong> permissions for this group.<\/p>\n

      <\/div>\n<\/div>\n\n

      Set Post Permissions<\/h3>
      <\/p>\n

      The permissions editor for flat post types (like Posts<\/strong>) differs in a few ways from those for hierarchical post types.<\/p>\n

      \"Flat

      Flat permissions editor<\/p><\/div><\/p>\n

      For one, flat post types do not allow children, so the collapsible tree view is replaced with a simple list. The tree view used by the hierarchical permissions editor makes it relatively straightforward to find content and set permissions for multiple posts. Since flat post types can not be organized in sections, the toolbar areas above and below the post list have some extra features to help you find content you seek to edit permissions for:<\/p>\n