Personalization tab

Click for an Overview:Overview:The Personalization tab is used to restrict page access to certain individuals or user groups. This is useful for protecting sensitive content such as financial information or other information that you do not want everyone to see. Once personalization is implemented, users require a user id and password to access the personalized pages on your site. For each area of your site that is restricted, you can create a special form that users fill out to apply for a login id. You can also direct users to specific pages after they login. For each separate combination of application form/post-login page, you will need to create a separate login page.  See Login pages overview for more information.

• Personalize Content: Check this option to enable the use of personalization for this page. Personalization allows you to secure sections of your site by requiring a login to access a certain area and by only allowing authorized users to login. If you are not going to be personalizing this page/section of your site, leave the checkbox unchecked.

• Access: This field is where you define who will be permitted to access this page and its child pages. There are two ways of indicating who will be permitted to access this page:
  
  Use parent members: This field is only accessible to you if the parent of this page has been setup for personalization. Selecting this option will apply the same personalization restrictions as the parent. If the parent page is not restricted, this checkbox is grayed out and cannot be checked.
  
  Choose specific members: This option is used in two different circumstances. If this page`s parent does not have any personalization settings or if you want to allow different people to access this page than access the parent`s page. For example, you may allow a group of users to access a general section of your site but then only allow a smaller subset to access individual sub-sections.

• Edit viewer(s): Click this link to select the individuals and/or groups who will be permitted to access this page. Users must be members of a group that are set to allow Personalization. In other words, the group that the users belong to must have the Personalization box checked in the Group Type section of the Group Editor. If you follow the procedure for Personalizing sections of your site, this will be the case. Once a group is flagged for Personalization, you can select the entire group or just certain individuals from that group for access to your page. This option is not used when you set the access to Use parent members.

• Login page: This is where you select the login page users will use to log into the restricted (personalized) section/page. There are three choices:
  
  Use system default: Select this option to use the default login page - the one that comes with your installation of the ACM.
  
  Use parent login: If you have restricted access to this page's parent, you may wish to use the same login page for users to access this page.
  
  <<Select Page>>: Click this option if you want to assign a completely separate login page for accessing this page. When you create login pages, you define which page the user is directed to after they successfully log in. For each area of your site, you will likely want to direct users to different pages upon successful login. So you will need a separate login page for each area users log into. You will also need a separate login page if the account application form (Join Form page on the Login page) differs for each restricted area. See Login pages overview.

• Allow page to appear in menu for non-members: This option is unchecked by default. Checking this option will display a link to this page in your site's section menu. However, this option is subject to the settings in the Site Design Manager. Thus, if a page is not set to be displayed in the section menu in the Site Design Manager, selecting this checkbox will not make it appear. Once enabled on the section menu, if a user clicks on the page but they are not currently logged in, the user will be redirected to the login page.

• Save and apply to children: Click this link to save your changes and apply all of the current settings to this page's children.

Creating groups (see this for group type setting)

Login pages overview

Personalizing sections of your site