posted this on November 20, 2010, 23:51
This article relates to a legacy version of Sitemason. If you are looking for the Sitemason 6 version of this article, please visit here.
1. Before you can protect pages from being accessible to outside users, you must first make the User Manager available to yourself. If it isn't already in your Site Manager, go to your User Preferences and select it. Click Save changes and Go Back and you'll see a new tab next to your Site Manager named "User Manager."
2. Now that you have access to the User Manager, next, you'll want to create those users that you would like to give access to. Start by adding a User Group. A window will appear asking to name your group.
You can check the box for "Allow any user from any group of the same type" if you have multiple groups, and want the users from other groups to be included with the group you are creating.
Once you've created your User Group, start adding users by clicking the "Add a User" button. A window will pop up asking to type the Username and Password (an Email address is not required, but is helpful when managing multiple users) for that user.
NOTE: If you would rather have one general log in as opposed to managing multiple users, you would follow these same steps except make sure to leave the email section blank and under the "User Options" section, the remember me option is fine but make sure to leave all the individual check boxes unchecked to keep it from emailing forgotten passwords or allowing users to change usernames/passwords since it is set up for one overall group as opposed to specific users.
3. After you've created all of your users, it's time to create a Sign In Tool. Go back to your Site Manager and click "Add a Tool" in the Site Builder bar and on the following screen, choose "Add One" below the Sign In icon.
4. Rename your Sign In tool and set the URL like an other Tool in the Setup & Information tab.
5. Go to the Customize Behavior tab to create the functionality of your Sign In tool. In the first section, Customize Behavior, choose the User Group that you want associated with that Sign In tool, probably the User Group that you just created.
6. The next three sections control what happens when a user signs in/out/or fails to sign in. You can either use the drop down to select a Sitemason tool in your account or you can enter a URL. If you've created a new page that you want to protect, you're generally going to want to select that tool to be the next page after you sign in.
7. The final step is to actually protect the tool that you want password protected. Select that tool in your Site Builder (be it a Page Builder, Custom Form, etc) and go to it's "Share This Tool" tab. Use the User Group drop down and select the User Group you created. Make sure to check "Restrict Access."
Another common step is to put the Sign In tool in the sites navigation. If you recall, go to the Organize Navigation tab of your Site Builder and add your Sign In tool. It's also good practice to remove any password protected pages from the navigation to avoid users clicking on links they cannot access.