Using Groups to Restrict Access
Defining settings by "Only users who are logged in" only requires that the user be logged in to Membership Toolkit. They do not need an account with the specific organization. This can present a problem if you only want your registered families with Active accounts on your site to see particular pages on your website.
To solve this, Account Owners can create a Group and restrict access to a website content page or navigation based on the Group that has been defined.
You can create the group by using information in a custom field or by manually adding users.
- Go to Admin Menu / Groups / +add group.
- Select a Group Name.
- Select the Type - either choose to "Manually specify each user in this group" or to "Automatically select users of the group."
- If you are creating a Smart Group: Add the Group Conditions.
This will automatically add the user account email address (not the contact email) of verified users who meet the conditions to the group. (Verified users are users who have a verified account with a login ID and password. Secondary Contacts will not be added to the Group if they are not verified.)
Note: In some cases if you do a mass update to contacts or a contact upload, it may take a minute or so for their inclusion in the list to be reflected.Using the "not equal to" condition is complicated. If you choose to use it, you should always test to be sure you get the results you expect.
If you are creating a Manual Group:
- Create the group and then go to the individual contact cards and add the users to the group.
- Look on the Contact Information tab in the User Accounts section. You can edit all Groups for a user here.
After creating a group, you can edit the group or view the users associated with that group on the "Groups" tab.
Once the group has been created, go to the website page editor and change the setting for "Who can see this?" to a defined group. Then select the group(s) that should have access. This can also be done for each navigation tab.
If a user tries to access a content page that they don't have access to, you can also choose which website page will be displayed.
- Go to Website / Configuration / Welcome/Login.
- Setting the Destination for Not Authorized Requests will specify where to direct the user if they attempt to access a page they're not authorized to view.
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