1. Creating a Security Framework
Quick Start your Employee Community Portal
The Magentrix Employee Community Quick Start Guide will give you a short introduction to all the tools and features necessary to optimizing your organization's growth. For a more detailed description on using the features, please consult the Administration Guide Folder.
Step 1: Create a Security Framework for Users
A) Creating Security Roles
Your organization has a collection of employees with different roles and responsibilities. In order to reflect this in your employee community, the first step is to create a list of distinct personas with different needs and requirements for accessing and editing certain data in your portal. For example, a typical company may configure Security Roles with the following:
- Employee Community Administrator - A user who manages and curates community content, and will need access and editing abilities to all data.
- Technician - A user who maintains the community's performance and will need access, but not necessarily editing abilities, to all data.
- Employee - A user who might not need access to all data, but can edit some data within his or her department.
Once you have identified these user types and their requirements, create Security Roles for your employee community users.
B) Creating a Manager Hierarchy
What if your users need access to data that belongs to other employee community users? Magentrix allows you to further organize Security Role permissions with a Manager Hierarchy. This allows you to specify a Manager for users and set up Read, Create, Edit, or Delete permissions for data belonging to their superiors, peers, or subordinates.
Step 2: Add Content and Data >>