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Connecting a Privilege Group in MatrixMaxx AMS with a Role in SiteFinity CMS

Once you define a list as a privilege group access level in MatrixMaxx, you will need to connect this access level to your Content Management System (CMS) so that website content may be protected/restricted by it.

If your website is powered by a relatively recent implementation of the SiteFinity CMS you can probably do this yourself. Here is what needs to happen in the SiteFinity CMS to support this integration:

  • First you need to setup the Role, this is a one time process.
  • Then you will need to limit the permissions for the specific page that you want to protect in Sitefinity. This is done on a per page basis although by default if you set the role on a page with children all the children will now be limited to that role as well.
  • Once you make this connection, do NOT change the name of the list or membership type in MatrixMaxx or the Role in the CMS will BREAK. 

Here are detailed instructions to do this. [Note: The information below about setting up roles and permissions is general Sitefinity information and does not just apply specifically to MatrixMaxx-integrated roles. If this does not work properly, and you are a Matrix Services client, please contact your account manager for assistance.]

Step 1: Creating the New Role In Sitefinity

  • Login to the Sitefinity backend
  • Navigate to Administration -> Roles
  • Click the “Create a role” button
  • Enter the name of the role in the field (Note: Generically, this role name must be exactly the same name as the privilege group in Maxx. For example, if the list under ‘List-based Privilege Groups‘ is called ‘List: statistics-subscriptions’ then that is what needs to be added as the Role. However, a few clients have customized versions of this function that do not require the ‘List:’ in the front of it. )
  • Click Create

Step 2: Adding the Role to a Page

  • Login to the Sitefinity backend
  • Navigate to Pages
  • Find the page you want (but don’t click on it)
  • On the right side of the page click “Actions”
  • Select “Permissions”
  • Click the “Break Inheritance” button
  • Under “Who can…” “View this page and its child pages” click the “Change” Button.
  • Select “Selected roles or users”
  • Click the “Add roles or Users” button
  • Click your new role and any other roles that should be allowed.
  • Click “Done Selecting”
  • Under “Selected roles or users” if there are any users you didn’t want, click the “x” to remove them
  • Click the “Done” button
  • Click “Back to Pages”

For More Information

These instructions are generic SiteFinity procedures.  More resources can be found at: