Kavi Edit Help

Chapter 7. Access


Kavi Edit allows the Organization Editor (i.e., an individual responsible for maintaining the organization's Web site) to edit all editable pages of the site and to exercise fine-grained control over other individuals who need to edit the Web site. The Organization Editor can restrict access to a page and its sub-pages, then grant permission to edit these pages as appropriate.

Access to the Admin menu is as easy as appending '/keditor' after the site's URL in your browser window, or add '/keditor' after a page URL to access tools to edit that page.

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Roles and access privileges

Roles are rather like keys that can be used to access different areas of the website. Editor roles grant permission to access Kavi Edit tools and to edit Web content for a specific area of the site. The top-level role, 'Editor', is automatically installed by default and grants access to all Kavi Edit tools and permission to edit all parts of the organization's website.

A custom role is automatically created whenever the Organization Editor designates a restricted area, as you wouldn't want to set a lock if you didn't have a key.

Kavi® Members manages all roles in the system. For more information on how roles work, see Kavi Members Concepts: Roles. To see all installed roles, both default and custom, use the Manage Roles Tool.

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How Editor User Types Work

To edit Web pages with Kavi Edit tools, a user must have a role that grants editing privileges for those pages in their role cache. Users acquire these roles by being assigned Editor Types by the Organization Editor through Kavi Edit tools, or being assigned a User Type from the Editor Types category in Kavi Members. Types are explained in detail in the Kavi Members help, but here is a quick explanation. An Editor Type or User Type represents a position in the organization, such as Organization Editor. A role is somewhat like a key that provides access to tools or areas of the site needed to by someone in that position in order to fulfill their responsibilities. The role associated with Organization Editor is 'Editor', which provides access to all Kavi Edit tools and permission to edit all areas of the Web site.

A user is designated as organization editor by being assigned the 'Organization Editor' User Type, which adds the 'Editor' role to the user's role cache.

Organization Editor

There is only one Kavi Edit default type: 'Organization Editor'. This type conveys the 'Editor' role, which grants permission to edit all editable areas of the organization's Web site.

The Organization Editor can create any number of subordinate editor types. Each of these custom types is assigned to a specific area of the site and conveys a role that grants permission to edit that area only.

Custom Editor Types

For each Editor Type you define, Kavi Edit automatically creates a matching role that grants access to the areas controlled by your Editor Type.

Example 7.1. Working with Editor Types

Image you have a site with an events area, a press area and a members area. You will have different people editing each of these areas, so you add three Editor Types: 'Events Editor', 'News Editor' and 'Members Editor'. Three corresponding roles are created automatically: 'events_editor', 'news_editor' and 'members_editor'.

You assign the events home page and sub-pages to the 'Events Editor' type, so that editorial access to these pages can be granted through the 'events_editor' role. When you assign the 'Events Editor' type to a user, the 'events_editor' role is automatically added to the user's role cache. Now the user you just designated as Events Editor has permission to edit the pages in the events area.

You repeat this process for the press area and members area and assign the 'News Editor' type to one individual and the 'Events Editor' type to another.

Perhaps you have someone in the Marketing Department who needs to be able to edit both the new and events areas. You assign the 'News Editor' and 'Events Editor' types to this user, who now has permission to edit these two areas, but not the member areas. Of course, as the Organization Editor, you have permission to edit all three of these areas as well as any other areas of the site.

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Managing Editor Types

To add an editor type, use the Manage Editor Types tool. Once added, editor types can be assigned to users via the Assign Editors tool in Kavi Edit, or by administrators using the tools available in Kavi® Members.

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Assigning Editors

Each user can be assigned one or many editor types via the Assign Editors tool. The user will then be able to edit any pages associated with that editor type. An editor type can be assigned to one or many different users.

Select a user from the list. Only users who have an account in the Kavi Members database will show up on this list. Once you have selected a user, select the editor types you want to assign to this user, then click 'Assign'. The user will be able to begin editing pages the next time they log in to the site.

Example 7.2. Assigning Editors

Your site employs a public relations firm to keep the news area up-to-date. You assign employees of this firm the 'News Editor' type.

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Assigning Editor Types to Pages

Select an editable page using the Assign Editor Types to Pages tool. Then select the editor types who should be able to edit this page from the list of editor types, and click 'Assign'. Web pages that contain application code or are connected to a database may not be editable through Kavi Edit.

Figure 7.1. Assigning editor types to pages

Assigning editor types to pages

Editing privileges are hierarchical, so an editor type assigned to a top-level page is inherited by all the pages beneath it. Organization Editor is the archetypal example, inherited by all pages on the site. Inherited editor types for the current page are listed with the word '(inherited)' printed after them. You cannot remove a type inherited from upper-level pages, but you can assign additional types to nested pages.

Example 7.3. Example of Assigning an Editor Type to Pages

You assign the editor type of 'News Editor' to the top-level news page so that all other news pages below this page will inherit this editor type. When you assign the 'News Editor' to a user, the user will be able to edit the main news page and all the other pages in that section, including individual press release and articles. The site has a couple of news areas dedicated to geographically specific news: an Eastern Division and a Western Division. Each of these has it's own reporter. You add 'Eastern Editor' and 'Western Editor' editor types, and assign the 'Eastern Editor' type to the user responsible for reporting Eastern news and the 'Western Editor' type to the user responsible for Western news. These editors will be unable to edit pages in each other's areas, nor will they be able to edit news pages in levels above their own sections. 'News Editors' will be able to edit pages in both of these sections.

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