Restrict content online documentation and user manual

Restrict Guide Content using User Access Manager Addon for Documentor

As the world is digitizing, the businesses, educational institutes, and many other sectors made their presence online. Increase in online business forced the organizations to store their data on the web.

This increased the demand for information security. As you are making the information available to the public, it becomes vulnerable.

Confidentiality, Availability, and Integrity are the major pillars of Information Security

There are many security issues filed just because of poor security. To maintain information security of your online documentation or user manual, you cannot give the complete access to every level of the user. You might have some confidential data. And only the higher authority can access it. Therefore, you have to grant some permissions to the other users.

Or say you want to make certain sections of the online documentation available only for your premium users, who are members of your site. In this case also, restricting the content of the guide using an access control plugin is essential.

So here we are! Documentor WordPress plugin comes with an addon “Documentor – User Access Manager Integration“. You can find this feature in Documentor’s Multisite and Developer version.

User Access Manager is a plugin which allows only specific users to access the data. So in this article, you’ll see the step by step guide for user access manager addon integration.

Why User Access Manager Addon is needed?

You might be looking to create online documentation using Documentor. Or you already have created your guides using Documentor WordPress Plugin.  Therefore, there might be some sections in your guide which you want to keep hidden. That means, only the users with the specified privileges can see the content. The User Access Manager Addon for Documentor can help you with this.

Once you have purchased the multisite or the developer package, just install the plugin.

Steps to install Documentor:

  1. Log in to the WordPress dashboard.
  2. Go to plugins => Add New.
  3. Click on upload plugin => Browse the plugin zip file
  4. Click Install.

Now go to “Installed plugins” and check whether the “Documentor – User Access Manager Integration” is activated.

Along with the above plugin, you’ll also need to install the User Access Manager plugin. The UMA is available on wordpress.org plugin repository. Therefore, in order to install that follow the following steps:

  1. Login to your WordPress dashboard.
  2. Go to plugins => Add new.
  3. Search for User Access Manager.
  4. Install the plugin and Activate it.

How to setup User Access Manager with Documentor

You might have different users accessing your guides. Therefore, some of the sections may be confidential. So let’s see how we can set this up.

1. Initially,  open the User Access Manager => Manage user groups.

User Access Manager

2. Give some name to your user group.

3. Give some description to your user group. The description and the IP range fields are optional.

4. Grant Read access to “Only group users”.

5. Similarly, grant Write access to “Only group users”.

6. Now its time to assign the access to specific type of users.

User Access Manager Role Affiliation

You can see the list of different user roles. Therefore, here you have to select only those user types to whom you want to grant access.

That means if you select “Author”, then only the Author can see the content. Likewise, you can select multiple user types at a time.  Click on Add User Group and this will create a new user group.

Once you have created the user group, now its time to change some settings. The settings contain the way the content should appear. You can completely hide any page, post, sections or even the media from your guide.

Setup User Access Manager Settings:

1. Go to User Access Manager => Settings

2. Now you just have to select the object type. The object type can be posts, pages, sections or even media.

Now manually change the setting for each type of object.

User Access Manager Settings

If you want to completely hide the pages, posts or sections then just select the “Yes” radio button as shown below:

completely hide section in UAM

 

Finally, we have to make some changes to our posts, pages, and sections. Just edit the part of your guide which you want to restrict.

UAM options on posts, pages and sections

 

Once you have selected the user group and updated the post, now its time to test the Documentor. If you have followed all the steps correctly then this should work properly. The users with no access will see the following message.

 

Final Output of Documentor guide

Documentor Settings if AJAX is enabled:

Most of the users enable the AJAX settings as its good for search engine optimization. Therefore the only addition setting you have to enable is “Enable Page Loading”.

The setting can be found just under the AJAX setting. To enable this setting just follow the steps given below:

  1. Log in to WordPress Dashboard.
  2. Go to Documentor => All Guides.
  3. Select and edit Edit the Guide.
  4. Go to Settings tab => Advanced Settings.
  5. Enable “Enable Page Loading” option. ( important )

ajax settings

So, this was the complete tutorial on how to setup User Access Manager and Documentor.

Here is a quick video tutorial as well for you to watch which might help you more with the setup.

If you know any other way or tools to grant the user access to your guides, do comment below.