Multi-Site Permissions

Chris's Avatar

Chris

19 May, 2015 02:01 PM

I have a general user who I would like to duplicate their current permissions on one site to a different site.

I have gotten as far as allowing them to edit pages on the new site, but that's it. They can't:

  • Upload anything
  • Add folders
  • Edit metadata

I cannot seem to figure out what I am missing (I am sure it's something simple as usual)! What I have done so far is:

  • The user already has "global permissions"
  • I added the roles and groups to the new site, replicating the original
  • I went to the "Base Folder" and granted the group write access
  • The "Effective Abilities" of the user are the same for both sites

Any ideas? Thanks!

  1. 1 Posted by Ryan Griffith on 19 May, 2015 02:27 PM

    Ryan Griffith's Avatar

    Hi Chris,

    If the user is not able to create new assets, check your Asset Factories (and Asset Factory Containers) to be sure their group is listed within the Applicable Groups. This field determines what groups are able to see the items within the New menu.

    When you say Edit metadata, are you referring to the Metadata pane when editing an asset, or Metadata within the Site Administration section? If the former, as long as the user is able to edit the asset, they should see the Inline Metadata above the data definition and Metadata pane, since there is no user/group restriction on these fields. If the later, make sure the user's Role has the ability to see the Metadata section within the Site's Administration area and they have write access to the Metadata Set.

    I added the roles and groups to the new site, replicating the original

    To clarify, did you create a new Site Role here that is the same as the original? If so, unless they have different abilities, you would be much better off re-using the existing Role by assigning that Role to the Site and adding the user/group to the Role. This way you only have to maintain one Role as opposed to many that have the same abilities.

    Please let me know if you have any questions.

    Thanks!

  2. 2 Posted by Chris on 19 May, 2015 03:47 PM

    Chris's Avatar

    If the user is not able to create new assets, check your Asset Factories...

    • Not sure how I missed the extensive user permissions inside the asset factories! --solves that problem.

    When you say Edit metadata, are you referring to the Metadata pane when editing an asset, or Metadata within the Site Administration section...

    • I would actually like the user to be able to swap out a folder's Metadata Set. Sorry for not explaining that part.

    To clarify, did you create a new Site Role here that is the same as the original...

    • Yea, I am using the same role in this instance.
  3. 3 Posted by Ryan Griffith on 19 May, 2015 03:55 PM

    Ryan Griffith's Avatar

    Thank you for following up, Chris.

    I would actually like the user to be able to swap out a folder's Metadata Set. Sorry for not explaining that part.

    So to confirm, is the user just not able to see the desired Metadata Set? If so, the user's Role would need the following in order to browse Metadata Sets within the Site within the chooser:

    • The ability to view Metadata Sets within the Site's Administration area
    • At least READ access to the Metadata Set(s) (and their Metadata Set Containers if applicable)

    Please let me know if you have any questions.

    Thanks!

  4. Support Staff 4 Posted by Tim on 17 Jun, 2015 02:12 PM

    Tim's Avatar

    Hi Chris,

    Just checking in here. Did Ryan's previous post help you resolve this? Let us know!

    Thanks

  5. Tim closed this discussion on 25 Jun, 2015 01:23 PM.

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