Setting up Site Builder administrators

HCL Digital Experience administrators can use Site Builder to create sites or add sections to existing site from the available templates.

Administrators must have the following access rights:

• User access to the Content Root page where they want to create new sites
• Administrator access to the Site Build Template library
• Contributor rights to source content library for their new sites and sections
• Editor rights to target content library for their new sites and sections
• Administrator rights to the Site Builder portlet

If they have to import and export site and section templates, administrators must have edit access to the PORTAL and XML ACCESS virtual resources.

Assigning administrators User access to Content Root pages

1. Log in to the portal as an administrator.

2. In the Practitioner Studio, go to Administration > Security > Resource Permissions.

   1. Click Pages on the Select Resource Type view.

   2. Browse to any content page that the user and groups need to use as section anchors.

   3. Click the Assign Access icon.

   4. For the User role, click the Edit Role icon.

   5. Add the users and groups you want to add as Site Builder administrators.

   6. Click OK.

   7. Click Content Root.

   8. Click Apply.

   9. Click Pages.

   10. Repeat this process for all necessary pages.

Assigning administrators User access for Web Content Libraries

Assigning Administrator rights to the Site Build Template library

1. Log in to the portal as an administrator.

2. In the Practitioner Studio, go to Web Content > Web Content Libraries.

   1. Browse to the Site Builder Template Library.

   2. Click the Set Permissions icon.

   3. For the Administrator role, click the Edit Role icon.

   4. Add the users and groups you want to add as Site Builder administrators.

   5. Click OK.

   6. Click Resources.

   7. Click Apply and Done.

Assigning Contributor rights to the source content library for new sites and sections

1. Log in to the portal as an administrator.

2. In the Practitioner Studio, go to Web Content > Web Content Libraries.

   1. Browse to the library that the users and groups need to use as the source for initial content and supporting assets for their new sites and sections.

   2. Click the Set Permissions icon.

   3. For the Contributor role, click the Edit Role icon.

   4. Add the users and groups you want to add as Site Builder contributors.

   5. Click OK.

   6. Click Resources.

   7. Click Apply and Done.

   8. Repeat this process for all necessary libraries.

Assigning Editor rights to an existing target content library for new sites and sections

1. Log in to the portal as an administrator.

2. In the Practitioner Studio, go to Web Content > Web Content Libraries.

   1. Browse to the library that the users and groups need to use as the target content library for their new sites and sections.

   2. Click the Set Permissions icon.

   3. For the Editor role, click the Edit Role icon.

   4. Add the users and groups you want to add as Site Builder editors.

   5. Click OK.

   6. Click Resources.

   7. Click Apply and Done.

   8. Repeat this process for all necessary libraries.

Assigning administrators access to the Site Builder portlet

1. Log in to the portal as an administrator.

2. In the Practitioner Studio, go to Administration > Applications > Portlets.

3. Search for the Site Builder portlet.

4. Click the Access icon.

5. For the Administrator role, click the Edit Role icon.

6. Add the users and groups you want to add as Site Builder Administrators.

7. Click OK.

(Optional) Assigning administrators PORTAL and XML ACCESS Virtual Resource editor access to import and export sites

If the Site Builder administrators are required to import and export site and section templates, the following access roles must be set.

1. Log in to the portal as an administrator.

2. In the Practitioner Studio, go to Administration > Security > Resource Permissions.

3. Click Virtual Resources.

4. Click PORTAL.

   1. Click the Assign Access icon.

   2. For the Security Administrator role, click the Edit Role icon.

   3. Add the users and groups you want to add as Site Builder Administrators with import/export access.

   4. Click OK.

5. Click PORTAL.

   1. Click Apply.

   2. Click Virtual Resources.

6. Click XML ACCESS.

   1. Click the Assign Access icon.

   2. For the Editor role, click the Edit Role icon.

   3. Add the users and groups you want to add as Site Builder Administrators with import/export access.

   4. Click OK.

7. Click XML ACCESS.

   1. Click Apply.

   2. Click Virtual Resources.