Configure access to functions

You can configure IXIASOFT CCMS functions to make them available to users associated with specific roles or groups. For example, the Lock function can be set up so that graphic artists and authors have access to it when authoring images or topics.

Important: Make configuration changes in a test environment and confirm they work before copying them to a production environment. For dedicated SaaS deployments, test the changes and then ask IXIASOFT Customer Support to copy the changes to your production environment.

To configure access to functions:

  1. In TEXTML Administration perspective, right-click the Content Store node and select CCMS Admin > Manage Access.
    The Access Manager window opens.
    Note: IXIASOFT recommends that you avoid directly editing the accessrights.xml file. The Access Manager window has built-in validation mechanisms to reduce errors.
  2. Click lock manager icon Lock.
    The accessrights.xml file is checked out for your exclusive use.
  3. In the Actions list, select an action to configure.
  4. Under Conditions, choose one of the following actions:
    • To modify an existing condition, select the condition.
    • To create a new condition, right-click and select New Condition.
    Tip: Keep the number of conditions for any given action to a minimum, and make them as broad-based as possible. The more conditions you configure, the longer the configuration will take and the more adjustments you may have to make to your configuration in future.
  5. Under Status/Type, select all document types, cycles, and states that apply for the action.
    Tip: If you don't see the document type you want to configure, right-click and select New Type on > doctype. To configure an action for all document types, select the asterisk (*).
  6. Under Roles and/or Groups, select all the users to grant access for the selected action.
    For example, the sample Assign to action applies for all document objects in the Authoring cycle, and is accessible to users with Author, Graphic Artist, and Information Architect roles.
    Figure: Sample Assign to actions


    Note: The default Users list is for IXIASOFT testing purposes only.
  7. Click check in manager icon Check In Document.
  8. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration. Additionally, refresh IXIASOFT CCMS Web so that users will see the change reflected there.
The access rights are configured.