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How to use the ACL / Admin Access Control List

How to use the ACL / Admin Access Control List

Here you will learn how to use the ACL.

Step-by-step guide

  1. User Roles - These are the different roles for staff members of your organization, be sure to assign employees to the appropriate roles based on the access you want them to have, employees can be assigned to more than one role. 

    1. CSR - This role has limited access but still has a lot of functionality in relation to orders and customers

    2. General Manager - This role is similar to the administrator but with limitations 

    3. Graphic Designer - This role is for graphic designers, they can only see jobs that have been assigned to them

    4. Production - This role can pre-flight files, change job statuses, print work orders & box labels and run pre-production reports

    5. Sales Rep - This roles if for sales associates, sales reps can only jobs and account that are assigned to them. This role ties into sales reports that are specific to sales reps and commissions

    6. Shipper - This role can change the status of jobs and generate tracking numbers and shipping labels. 

    7. Administrators - This role should only be assigned to a high level trusted manager or owner of the company, this role can do everything available in the software

  2. Browse Roles - When clicked will open interface to add or edit users assigned to that role. 

    1. Add Users to Role - This will launch a screen displaying all users that have previously been assigned to a role and search field to look for new users. 

      1. Users are tied to contact accounts, any contact account in the system can be escalated to a user role. The user must have a contact account created on the website to be eligible to be added as an ACL user.

      2. The search field will locate any contacts by last name or email. 

      3. Check the box next to the name of the person you wish to add to the role and click Convert & Insert into Role, this user will be added to the ACl directory and will be available to be added to other roles. 

      4. The users assigned the role you are viewing will be displayed

        1. You can edit the user which will allow you to edit general info about the user

        2. You can remove the user from the role

        3. You can suspend the user leaving them in the role but revoking their access

 

What is an ACL?

ACL stands for Access Control List and is a system that allows you to control what pages are available to admin roles. You can then assign admin users (your staff) to roles granting them access to various areas of the admin section.

  • The ACL Role Manager is accessed in the admin section left navigation

  • There are different roles for admin users based on their role at your organization,

  • Be sure to assign employees to the appropriate admin role based on the access you want them to have.

  • Employees can be assigned to more than one role

  • The primary contact or owner of the site is assigned to all roles by default.

  • At the upper right of any admin screen is a role drop down menu that allows you to switch roles to see what your employees see

 

Tip

Since we cache the rules, from time to time you may need to update/refresh the ACL cache. You may need to do this if new files are added to the admin section by the software provider.

Only Hubs have the ability to update the ACL:

  1. Log into the admin section

  2. Click on "User Roles / ACL" in the left navigation

    1. By default only the Administrator role has the rights to do this

  3. Click on "Roles"

  4. Click on the name of the role you wish to update

  5. Once the roles page loads the ACL cache has been cleared. You do not need to click on the save button!

  6. You're done!

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