This presentation describes how you can manage permissions and security in your area using the Oak intranet platform

1. Oak Intranet area management
training
Organising your area on Oak

2. Objectives
At the end of this session you should be able to
• Understand the role of the Oak area managers
• Understand the various types of content that can be created in an area
• Define permissions for an area
• Create and assign different areas of content to team members

3. What is the role of an Area Manager on Oak?
• The area management role allows you to decide who can:
o create the structure of folders, teams and departments for your area
o see, contribute, edit and delete content for your area
o change the homepage or create new ones
o create or delete events in your area
• You can create a user group of administrators and give the group overall
permissions to the area management

4. Area managers
Area managers can change the name and
membership of an area and create ‘sub
areas’
Should only be users who have been trained
to plan and organise content so there isn’t a
large or unmanageable set of folders.
Pressing the ‘+’ sign will create a new area
under the ‘parent’ area.

5. Area security managers
Area security managers can manage the security role groups for the area.
They can assign users different tasks like content managers, homepage
managers and hubs managers

6. Area homepage managers
Area homepage managers have permissions to create and update homepages
in their areas.
This is different from content managers
Homepages pull together content created by content contributors and managers
to display in widgets on the homepage

7. Area calendar managers
Area calendar managers can create, edit and delete events in an area

8. Inherited permissions – Content manager
• Content management has inherited permissions
o Viewers > contributors > reviewers > managers
• Viewers can see content – grant access to enabled intranet or extranet users
if you want them to access your area
• Contributors can submit content for publication – other content editors from
different teams can publish to your area but it will need approval from the…
• Content reviewer. The reviewer can edit and approve content for publication
• Content manager – they have all the permissions above and can also delete
content created by others in their area.

9. Inherited permissions – Q& A
• Inheritance works the same way as content but role terminology differs
o Viewers > contributors > moderators
• Viewers can see questions and vote on suggested answers
• Contributors can ask questions and add comments
• Moderators can lock questions down to prevent further contributions. They
can also delete questions, suggested answers and comments

10. Other types of content
• Hubs and processes also have permissions associated with them
• If you want someone to start a process (submit a form) in your area they
should be a process submitter.
• You can use enabled intranet or enabled extranet user depending on your
audience
• Hubs are discussion boards. Use the permissions to decide who can see and
who can contribute to the hub
• Viewers can see but not participate in the hub
• Managers can delete and add members to all hubs in the area

11. What next?
• Create an area administrator group and include colleagues that will be
administering your area
• Assign the appropriate permissions to the different types of content in your
area
• Answer the following questions:
o Which groups will:
 need to ask questions?
 submit a form?
 view your pages?