Why do you need Portal's Security Policy?
For an organization to be able to effectively manage, monitor and control the content on their respective Portals, it is necessary that they have the right to define its accessibility as per business requirements. Applying Security Policies on a Portal allows users to define governance controls that determine who can access your Portal and view media published in the Library. It helps the customers have increased say upon how they want the end-users to participate within the Portal and their interaction with the content being uploaded.
About Portal's Security Policy
In VIDIZMO, Security Policies are preset configurations based on common customers requirements including a Custom option for those who prefer to customize their settings to meet specific business requirements. These Security Policy types are:
Here is what each of these Portal Security Policy types represent and are used for:
- Viewing Access: Public Security Policy allows all media uploaded in the Portal to be anonymously available, and any authenticated or unauthenticated user can access it for viewing. This Policy has been specifically designed for the media published to obtain a specific outreach while still limiting its accessibility from external use/sharing.
- Portal Access Type: It allows the user to send a join request and become a part of the said portal without awaiting admin approval. Users with Manager+ roles can also manually add users to the Portal using their email addresses. All users can participate i.e. post comments and feedback, like media, add to favorites etc.
- Viewing Access: Internal Security Policy allows all media uploaded in the Portal to be accessible internally i.e. only to all Account and Portal users. Since the media can be viewed by authenticated users only, there is no option to share it externally.
- Portal Access Type: The Portal shall be visible to all Account and Portal Users with an option to send a join request. Users with Manager+ roles can manually add users to the Portal using their email addresses. All Account and Portal users are allowed to participate.
- Viewing Access: Restricted Security Policy type allows all media uploaded in the Portal to be accessible to Portal users only.
- Portal Access Type: It does not allow the Portal to be anonymously accessed, but users can be added manually by using their email addresses. The Join Request option is enabled by default and all Join Requests will require approval from either an Administrator or a Manager. Only the Portal users are allowed to participate.
- Viewing Access: Hidden Security Policy allows all media uploaded in the Portal to be accessible to Portal users only and not the Account users.
- Portal Access Type: The Portal is not anonymously accessible, and users can not be added manually to this Portal. Furthermore, Join Request option is disabled by default. The Portal will also be hidden from listings, and only Portal users are allowed to participate.
In order to configure your own Custom Security Policy, the parameters that need to be configured are:
1. Viewing Access
VIDIZMO provides a flexible option to customize the level of viewing ability of the content with respect to each Portal. Viewing Access gives users the ability to specify the access type when media is uploaded.
i. Authenticated Viewers: Users have the option to configure Viewing Access uniquely
a) All Account and Portal Viewers: By selecting the checkbox, all viewers that belong to a Portal or Account are granted access.
b) All Portal Viewers: By selecting the checkbox, only the Portal viewers are granted access.
ii. Anonymous Users: By selecting anonymous users, the Administrator/Manager allows the content to be accessible by anyone.
iii. Decide When Publishing: By selecting this option, users can specify accessibility options while uploading content. This helps users to strategize access granting policy according to the nature of the content.
2. Sharing Access
VIDIZMO provides a unique function of Sharing to enable users to share media externally for achieving business goals such as content visibility and outreach.
3. Portal Access Type
VIDIZMO Administrators can control and set the Portal accessibility through the Security Policy Types. Portal access gives the Administrators and Managers the ability to control the access of users on the Portal. Customizing Portal Access requires following options to be configured:
i. Anonymous Access: By selecting this checkbox, any non-authenticated user can get access to the Portal. Once inside the Portal, a user can join and become part of the Portal and can also access publicly available content.
ii. Hide Portal From The Listing: By selecting this checkbox, the Portal will be hidden from the menu, featured list and All Portal page for non-registered members. It will only be accessible through Portal URL.
iii. Allow Adding Users Manually: By selecting this checkbox, Administrator/Manager can add users manually from Users & Groups.
iv. Allow Join Request: This checkbox enables/disables the Join Request option of a Portal. If the Join Request option is disabled, then the option is hidden from the top menu bar, sign-in page, and all Portals page. However, if it is turned on, then anyone can join a Portal. Administrator/Manager can set approval settings as per need. Read about How to Configure Join Request Option.
Approval settings define how an Administrator/Manager wants to moderate user's join requests. By selecting “None” no request will be auto-approved, and the Administrator/Manager will manually accept requests. By selecting “All Requests,” the Administrator/Manager will not have to approve each request, rather they will be automatically approved.
To learn more about approval settings, click on How to Change Approval Settings For Join Request.
v. Allow Participation: Users can participate by commenting, liking, featuring, and downloading media files. By selecting All Authenticated Users check box, all Account and Portal users can participate. All [Portal Name] Users will only enable the Portal users to participate. By selecting None, no user can participate.
Note: By default, the Custom Security Policy is selected and you can customize all settings for this Security Policy according to how you want to administer and manage the content within your enterprise.
Roles and Permissions:
- Administrators and Managers can:
- Set any pre-defined configurations as your default Security Policy
- Customize the configuration to cater to your organizational needs