Documentation - OSE Membership Control

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OSE PHP Security Suite User Manual

Version: 4.4.05
Released Date: 23-Aug-2009
Manual Date: 30-Aug-2009
Author: OSE Membership Solution Team. info@opensource-excellence.co.uk
Copyright: Reproduction and redistribution of the document is disallowed without the consent of the author.
Notes: The OSE Membership Colution software series is an Open Source software series developed by Open Source Excellence Team. 
License: GPL V2, you can install it into UNLIMITED websites FOREVER! No License Restrictions! No more IONCUBE!

Contents

Introduction

What's It?

Open-Source Joomla! Membership Control is a component that integrates the Access Control component with the membership management system, which helps you to sell and manage your membership a lot easier.

The software

The software has build-in Payment Gateways including Authorize.net, Paypal, Google checkout, and 2CO, which produce a convenient shopping experience and also the component can be integrated with VirtueMart to add more Payment Gates and to utilize VirtueMart's payment functions to process all payments which let you manage all orders.

Instant payment notifications function is built in so all membership transactions are automatic. The user will be automatically added into the membership as soon as the payment system confirms his/her payment.

Also, the new OSE membership framework, which generates and manages the parallel access level with Joomla! Default levels, is built since version 4.4.X, so it is very easy to achieve a full access control to all Joomla! contents and components. With our third party add-ons, you can make a variety of access controls to your downloads, videos, directories and photos easily.

Main features:

  • Allow you to choose if turn on the control function on the front page, section layout, or category layout.
  • Use AJAX in both front-end interface and back-end control.
  • Two-hierarchy access control system, which allows web managers to build parallel access level with Jooma! default levels and also control for specific items.
  • Added Authorize.net Payment Gate.
  • Allowing Admin to choose a Menu Item as the group's home page, which can redirect users to different pages after they login.
  • Added Frontend Categories / Sections Blog Layouts, which automatically hides Articles that are not allowed to read by the user.
  • The layout also hides the Edit Icons when users are not allowed to edit that article.
  • Add a plug-in to allow users to be automatically assigned to one user group when they create an account.
  • Add a search plug-in to hide intro text for restricted content
  • Shows public menus and group members' menu in the main menu module PLUS supports for YooTheme.
  • Added slider effects in each of the policy.
  • Improved the account expiration check plug-in, which updates the status of the Order Status to Pending and updates the number of Downloads to 0 once the membership expires.
  • Updated the Virtuemart Bridges to link members to VM shopper group on membership subscriptions so that existing members can have discounts when they shop other products in your online store.
  • Integrates with Virtuemart, leaving all transactions/payments/sales report to Virtuemart, free and comprehensive e-commerce software.
  • Integrates the Paypal IPN services with Virtuemart, which automates the transaction and procedure to add users to the member list.
  • An access control plug-in restricts the access of your website content to members only.
  • A menu access control plug-in restricts the access of your website menus to members only.
  • Notifies your members when the end of their membership is approaching.
  • Automatically remove members whose memberships have expired.
  • A module shows the number of existing members to non-members, which represents the popularity of your membership.
  • You can use VM to manage your download-able products, e.g. files and pictures and set them download-able by subscribers only!
  • Links members to VM shopper group so that the existing members can have discounts when they shop other products in your online store.

Change Logs: Please view the change logs on our Membership Control website: http://membership.opensource-excellence.com/change-logs

Contents in the Package

The package includes the following files:

  • OSE Update Manager – An easy Joolma! Component to install components, extensions, plugins, modules, and updates.
  • OSE MSC xxxxxx InstallPack – A package which allows you to conveniently install the Membership Control using our OSE Update Manager. xxxxxx indicates the version. It contains the following components after a full installation:
    • OSE MSC Component: OSE MSC core functions.
    • Content – Open Source Excellence MSC plugin.
    • User – Open Source Excellence plugin.
    • System – OSE Account Expiration Check plugin.
    • System – OSE ACL plugin (Optional): A plug-in which performs an access level control parallel with Joomla! Default access level. With this plug-in, you can create more access levels based on Joomla! Ones, such as MSC level 1, MSC level 2…, which will appear in the menu/module/article’s access level options with Joomla! ones like Public, Registered, and Special.
    • System – OSE Member Check plugin (Optional): A plug-in to control the function of only allow users who pay to join a membership to register the Joomla! accounts.
    • OSE Login module.
    • OSE MSC MainMenu module.
  • All-in-One Patch Pack – A update patch file allows you to update all patch files using Update Manager.

Which one do you need?

The followings are must have:

  • OSE MSC Component
  • System-OSE-Joomla DB Sync plugin
  • System-OSE Account Expiration Check plugin
  • User-Open Source Excellence

The followings are optional:

  • System-OSE ACL plugin --> if you need to control components
  • Content-Open Source Excellence MSC --> if you need to control article access
  • System-OSE Member Check plugin --> if you do not have to have non-paid members

If you would like to control editing rights, please install these 3:

  • content_pdf
  • OSE_Joomla_Form_Patch
  • OSE_Joomla_Icon_Patch

If you need to control menus, please install this one

  • OSE_Menu_Control_Patch

If you need to control modules, please install this one

  • OSE_Module_Control_Patch

Software Download and Support

Installation

If you have a previous version of the OSE Membership Control Component installed and you intend to upgrade it to the latest version, please only read section 2.1 and then use the Membership Control Component as before. If you are a new user and going to make a fresh installation, please read all the contents from section 2.2.

Upgrade from a Previous Version

Upgrade using OSE Update Manager

You can easily install or upgrade the OSE Membership Control using the Update Manager. See Section 2.2.2 for the installation instruction of the Update Manager. Load the UPMan Component. Browse the upgrade pack for Update Manager as in Screenshot 2-1. Then you will find the STEP2_OSE_MSC_4.4.00beta_InstallPack in the download Package List as shown in Screenshot 2-2. Install it.

Screenshot 2-1


Screenshot 2-2

Tick all necessary items and then click “Install” to finalize the upgrade (Screenshot 2-3). You will get a tip telling you “Installation has been completed!”.

Then please install the STEP3_AllInOnePatchPack.zip in the software package as well. Please note that when you install the patch files from the list (including "content_pdf", "OSE_Module_Control_Patch", "OSE_Menu_Control_Patch", "OSE_Joomla_Form_Patch", and "OSE_Joomla_Icon_Patch"), PLEASE once tick one item to Install them. You may fail to install them in a bunch due to a technical issue.

Now, your OSE Membership Control is up-to-date. Please don’t forget to migrate the database following Section 2.1.2.

Screenshot 2-3

Please note, the two plug-ins, “System-OSEACLplugin” and “System-OSE MemberCheckplugin”, are optional. Install them only if you need their functions. And you can install them at any time if you want in the future.

Data Migration

It’s simple. Go to the Membership Control dashboard --> Data Operation. As shown in Screenshot 2-4, if you are upgrading from version 3.X, please migrate item 1 (Membership Control Upgrade), 2 (Database Update), and 3 (Copy Email from 4.3 to 4.4); if you are upgrading from 4.X, please only migrate 2 (Database Update) and 3 (Copy Email from 4.3 to 4.4).

Updater

Screenshot 2-4

Fresh Installation

Installation of the OSE Membership Control (MSC hereafter)

We also recommend you to install the component using OSE Update Manager as shown in Section 2.1.1. However, you can choose to manually install each component of the software one by one. Unpack the installation package, and go to Joomla! back-end --> Extensions --> Install / Uninstall --> Browse --> Select the file to install the components/plug-ins/modules following the order:

components/com_osemsc4_build;
Plugins/plugin_osemsccontent;
plugins/plugin_osemscuser;
plugins/plugin_osemscaec;
modules/mod_oselogin;
modules/mod_osemscmainmenu.

Please note: if some warnings display regarding folder permissions which could cause an improper installation, please temporarily change the folder permission to "777" via the control panel or FTP, and then complete the installation process.

After the installation, you will find “Content – Open Source Excellence MSC”, “Account Expiration Check – Open Source Excellence”, and “User – Open Source Excellence” in the plug-in manager and “OSE Main Menu” and “OSE Login” in the module manager.

Installation of the Update Manager

The Update Manager is a unifying component with the functions of MSC upgrade, add-ons installation linked with other Joomla! extensions, and patch updates. Go to the Joomla back-end --> Extensions --> Install / Uninstall --> Browse --> Select the file “com_ose_upman” to install the Update Manager. The Update Manager not only supports our OSE software’s installation and update, but it also supports most Joomla! components and extensions.

Configuration of Payment Gates

OSE Membership Control has three build-in Payment Gates, including Authorize.net, Paypal, and Google Checkout, which allow you easily sell your memberships/subscriptions. All these gates support both the one-off payment and recurring payment. The joining membership process is automatic after the payment of the user is confirmed by your payment system. The Test mode is provided for you to test the payment process.

Paypal and Google Checkout

Authorize.net

2 Checkout

Integrating OSE Membership Control with VirtueMart

Setup Memberships

Manually Create Memberships

Go to the Membership Control dashboard 􀃆 Membership Management and click “New” to create a new membership. Then click on this membership to edit the membership settings.

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Screenshot 4-1

Basic Access Control Setting

Access Setting - Screenshot 4-2
  • Click the Access Control Setting Tab, enter the Membership name, and tick the "Allow user to view content items" option (this is a general option and you may need to tick the other two if you want to give the membership more access rights).
  • Change the default message to non-members, so that this message will be shown to non-members for the "controlled" articles.
  • Select the Menu item in the Home page dropdown list. This will redirect the user to this menu item after the user is login if you turn on the "Login redirection" in plugin User – Open Source Excellence.
  • Edit the Group description which is shown at the front-end.
  • Save the Settings.

Related Video

This video is generated by OSE (Open Source Excellence ®) - Mediawiki video plugin for Joomla hwdVideoShare component

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Membership Setting

Then Click the Membership Setting to configure the payment setting for the membership.

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Screenshot 4-3

  • Basic Setting. If you would like to publish this membership, please select the "published" option in the drop down list. Select the mode that the user renews the membership. Under the “Renewal Mode”, when a user renews the current membership, the new membership will start at the moment. Under the “Extend Mode”, the new membership will start at the presumed end date of the previous membership.
  • Please set the Currency symbol for the currency your Paypal or Google checkout is going to accept. For example, if you use British Sterling Pounds, please enter GBP.
  • Once-Off Payment Setting. If you are NOT going to accept recurring payments, please enter the price for the membership, and the recurrence. The unit of recurrence is day. This means that if you enter 365, the membership will be valid for 365 days.
  • Recurrence Payment Setting. If you are going to accept recurring payments, please leave the Once-Off section empty, and fill in the Recurring payment section. Please enter the price, durations and duration types (D-->Days, W-->Weeks, M-->Months or Y-->Years).
  • Special Setting – Fix Start and Expiration Date. You can also set fixed membership start and expiration dates. The membership will be forcibly turned on and ended on the specified start and expiration dates regardless other settings.
  • After you fill in all these information. Please click the Save button.

Email Templates

Screenshot 4-4

Next, set the email templates. Click the Email Templates. Please note you have to fill in this information to make Membership Control send notification properly.

  • User Registration Email. The user will receive this when registering through the OSE quickcart.
  • Membership Signup Welcome Email. This will be sent out when a user joins a membership.
  • Membership Cancellation Email. This will be sent out when the membership is canceled.
  • Membership Expiration Reminder. A reminder email when the user's membership is close to expiration.

Credits System

OSE membership control embeds a Credits System which allow to assign an amount of credits to the members when they join the membership and deduct their credits for per article/ per view.

To enable this system, please first in plugin "Content - Open Source Excellence", turn on the parameter "Enable Credit System".

Then in membership setting, under "Credits Management", set the credits number to assign upon the registration and the number to deduct per view of the controlled articles.

Credits Management

Quickly Create Membership

From Membership Control version 4.0.11, we have added the function to create the membership quickly through our pre-build membership templates. Please follow these instructions to create the membership:

Go to Joomla Backend --> Components --> Open Source MSC --> Data Operation, you will see the following page:

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Screenshot 4-5

You will see there are three types of membership templates available there.

A. Free membership: this will add free membership in your website.

B. Once off payment membership: with this type, you will charge your members a once off payment when the user joins your membership. When the user's membership ends, you will need to send invitation to the member to join your membership again.

C. Recurring payment membership subscription: with this membership type, your members will setup the recurring payment plan when they subscribe to your membership. When their membership is going to end, your payment gateway. e.g Paypal will charge them the membership fees automatically.

Please Note: Recurring payments are tested to be supported by the three built-in Payment Gate in MSC. if you create the third type membership, please make sure that your payment gateway supports recurring payments.

Configure Controlled Contents

After saving Membership Information, click the "Configuration" Link of the membership to setup configurations to assign the controlled contents to this membership.

Please be aware of the logic of the software: All articles, categories, sections, menu items and modules will be under controlled ONCE THEY ARE SELECTED in the policy, and once these items are selected in the policy, ONLY members in this policy/group can access them.

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Screenshot 4-6

After clicking in the Configuration Section, You will see a list of Control Selections Available. You will see the Credits and Order Management Sections as well. If you are using add-ons, you will see the add-on listed here as well.

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Screenshot 4-7

Please click the Joomla Access Control link. The default control panel is for Joomla! articles, and you can also control menu items and modules on the top right of the page as in Screenshot 4-7.

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Screenshot 4-8

Article Control

In the articles section, select the article(s) / category(ies) / section(s) you want to control the access. After selecting these article(s) / category(ies) / section(s), only the users that you select in the Applied Users can read the articles. Please note: Ticking one section indicates that you want to restrict the access of all articles and categories in that section.

Ticking one category indicates that you want to restrict the access of all articles in that category.

Screenshot 4-9

You can click on the section title to select the categories of this section. After you click into the section, you can switch to other sections by changing the options in the dropdown list on your right hand side.

Screenshot 4-10

Also, you can click on the category title to select the articles in this category. After you click into the category, you can switch the categories by changing the options in the dropdown list on your right hand side, or click the categories and section icon in the tool bar on the top.

Screenshot 4-11

After selecting the articles/categories/sections in the article section, please click on "Members" Icon on the top right corner. In the Members Section, select the users that you want to ALLOW them to view the article(s) / category(ies) / section(s) that you have selected in the article section. Please make sure that you have selected at least ONE user, for example, Super Administrator. For more about member management, please read Section 5.

Screenshot 4-12

Then the selected articles will be under controlled and only members can read the article.

Related Video

This video is generated by OSE (Open Source Excellence ®) - Mediawiki video plugin for Joomla hwdVideoShare component

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Menu Items Control

As mentioned above, click on “Menus” to control the menu items. You can use the drop down list at the top right to select the menu and tick&save the menu items to control them. Please note, do not control the default home page of you website. This will cause an error.

Screenshot 4-13

If you find you fail to control menu items such as the menu item which is controlled by a membership still showing, please install the patch file using OSe Update Manager following: http://wiki.opensource-excellence.com/index.php?title=Documentation_-_OSE_Membership_Control#Upgrade_using_OSE_Update_Manager. If the patch can not be successfully done, please manuall patch the files following: http://wiki.opensource-excellence.com/index.php?title=Manually_patch_the_menu_control_files.

Related Videos

This video is generated by OSE (Open Source Excellence ®) - Mediawiki video plugin for Joomla hwdVideoShare component

Loading the player ...

Modules Control

As mentioned above, click on “Modules” to control the menu items. You can use the drop down lists at the top right to filter the modules. Tick the modules to control is similar to articles and menu items control.

Screenshot 4-14

The controlled menu items and modules should be hidden for non-members. If you have difficulty in achieving the expected result, please refer to FAQs to look for the solutions. The component being not well installed or files being not well patched may be the reason. If the problem persists after you try all ways, please do not hesitate to contact us for assistance.

Related video

This video is generated by OSE (Open Source Excellence ®) - Mediawiki video plugin for Joomla hwdVideoShare component

Loading the player ...

Component Control

You are also able to control your site components to only allow members to access them. Please in the same Membership configuration-->Joomla Access Control layout, and click "Components". Tick the components you are going to control.

Screenshot 4-15

Also, please note that you have to enable plugin "System - OSE ACL plugin" to make the component control work.

Manage the Members of a Membership

You can add a member to a specific membership. Go to Components --> Open Source MSC --> Membership Management. There are two ways to access the member list of an existing membership. The first is to click the small Member button following a membership in the Membership Management Tab.

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Screenshot 5-1

The second is to click the “Configuration”, and then click the “Jooma Access Control”.

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Screenshot 5-2

Next, click the Member button on the top right side to edit the members of this membership.

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Screenshot 5-3

In the panel as shown below, you could add or remove the user from the membership. If you have a long user list, you can use the filter funtion on the top left to search for a specific user.

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Screenshot 5-4

Then you can go to “Member Management” to mange existing members. Use the right side drop-down menu and left side filter function to search for users. There might several records for the same user if he/she is the member of several memberships at the same time.

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Screenshot 5-5

Click on a user and you can edit his/her profile and other membership settings. The member can be assigned to different groups to get different editing rights.

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Screenshot 5-6

Front-end Functions (Configure Plugins and Parameters)

Configure the reCaptcha in the Registration Form

You could add the reCaptcha Anti-bot in the front-end registration form by enter the keys in the Parameters window. Please go to http://recaptcha.net/ to register a pair of keys first.

Updater

Screenshot 6-1

Configure plugin “Content - Open Source Excellence MSC

Go to your Joomla Backend --> Extensions -->Plug-in Manager --> Content – Open Source Excellence MSC, and change the parameters according the screenshot:

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Screenshot 6-2

In Advanced Parameters, you can choose whether to perform the control for the ticked contents at the front page, section layout, or category layout.

Configure plugin “System - OSE Account Expiration Check

Go to your Joomla Backend --> Extensions --> Plug-in Manager, and enable the "Account Expiration Check – Open Source Excellence". You can set the number of days before the expiration date that the member will receive reminder emails.

Updater

Screenshot 6-3

Configure plugin “User – Open Source Excellence

Go to Plug-in Manager, and enable the "User – Open Source Excellence". Parameters:

  • The Redirect URL: This function will redirect non-member users (normal registered users) to a specific page after they login.
  • IP Control: Once the IP control is turned on, the user can login to the website with the IP address that is recorded in the system.
  • Notices to Users in the Registration Form: This message will be shown in the OSE MSC registration form in the front-end.
Updater

Screenshot 6-4

Configure plugin “System – OSE Member Check plugin” (Optional)

Please enable this plugin if you have installed the plugin “System – OSE Member Check plugin”. After enabling the plugin, users are allowed to register with your website only when they choose to buy and join one of your memberships. If the users go through the registration process but come back without paying, they will be blocked as soon as they try to login.

You can also

Please be very careful when you configure the parameters. Turning on the “Delete Non-members” option will thoroughly remove the users’ record from the database if they don’t have memberships.

Plugin - System Member Check plugin

Screenshot 6-5

Configure plugin “System - OSE ACL plugin” (Optional)

This is a brand new function we added to our Membership Control to make its control more flexible and convenient. This will build additional front-end access levels based on Joomla! Default ones: public, registered, and special. To achieve this, please follow the steps below to configure it. First, turn on the plugin “OSE ACL plugin”.

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Screenshot 6-6

Next, go to Components --> Open Source MSC --> Access Management. Input the access level name and add.

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Screenshot 6-7

And then click the new created level to assign memberships to it.

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Screenshot 6-8

Now we can setup the access level of menus/modules for the front-end. Click on the menu or module, you will find new levels in the Access Level list after “Special”.

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Screenshot 6-9

If the menu/module is set to a level, only the membership has equal or higher level can view the controlled item. This function is based on the Joomla! system, so it makes it easy to perform controls on most of Joomla! components.

Setup Frontend "Join Membership URL

Go to Joomla Backend --> Menus --> Select one menu --> Click the New button --> Choose the Open Source MSC --> Choose the Membership List Layout, and then enter the title of this menu link and save it.

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Screenshot 6-10

It will list all membership at the frontend as shown in Screenshot 6-11. You can also copy the url for the payment button to any of your Membership payment page. That will guide the user to pay for your membership.

Note: you do not need to enter the Paypal account / Google checkout account here if you have entered them in the Component Parameters as instructed in Section 3.

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Screenshot 6-11

Configure Sales Receipt

From version 4.4, we proved a sales receipt preview function for buyers before they check out. You can easily configure the receipt contents in Membership Control component dashboard --> Configuration --> Sales Receipt as in Screenshot 6-12.

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Screenshot 6-12

Related Information

The Logic of Membership Control

The Membership Control does not replace the default Joomla! access control and user levels, but supplement a horizontal access management. The contents controlled by the MSC are not accessible by normal Joomla! registered users; while the contents not controlled by any membership of the MSC follow Joomla! default settings normally.

The logic of the software: All articles, categories, sections, menu items and modules will be under controlled ONCE THEY ARE SELECTED in the policy, and once these items are selected in the policy, ONLY members in this policy/group can access them.

Rules of Access Levels

Before you start creating access control policies, please note that there are certain rules in our access control component and plug-ins, especially you try to give members the edit right at the front-end: Authors:

  • Authors can create articles in their allowed categories/sections, but not outside those categories/sections.
  • Authors can re-edit THEIR OWN articles in their allowed categories/sections before the article is published.
  • Once the article is published, authors cannot re-edit it.

Editors:

  • Editors can create articles in their allowed categories/sections, but not outside those categories/sections.
  • Editors can re-edit all articles in their allowed categories/sections before the article is published.

Publishers:

  • Publishers have the same functions as editors except that they can publish / un-publish articles within their allowed categories/sections.
  • Publishers can publish / un-published articles in their allowed categories/sections ONLY.
  • Once the article is published, editors cannot re-edit it
  • Once the article is published, only super administrator/administrator can re-edit it. Publishers and managers can re-edit those allowed articles only.

All Users:

  • All users cannot create articles in the Uncategorized Section/Category.

These rules will supplement the Joomla! default access control and will provide a horizontal access control effects.

Work flow of Joining a Membership

  • A visitor has to register to be a normal Joomla! user before he/she joins any membership.
  • After the registration, he/she can join a membership and after the payment is approved he/she becomes a member of the membership to obtain the access right to the contents controlled by this membership.
  • Please note, even if he/she is a Joomla! registered user, he/she can't view the restricted contents controlled by the MSC.

Membership Control Application Cases

Application 1 (Restricted Access)

The logic of the software: All articles, categories, sections, menu items and modules will be under controlled ONCE THEY ARE SELECTED in the policy, and once these items are selected in the policy, ONLY members in this policy/group can access them.

Please follow Section 4.3 to achieve the method to create a Restricted Access application.

Application 2 (Testimonials)

  • Go to Joomla Backend --> "Content" --> "Sections", create a section called "Testimonials"
  • Then go to "Content" --> "Categories", create a category called "Client Testimonials" under the Testimonials section.
  • Go to Components --> Open Source MSC, click the “New” button.
  • Enter the Access Control Setting title "Testimonials", and tick "Allow user to create content items" and "Allow user to update content items" options.
  • In the section article section, select the article(s) / category(ies) / section(s) you want to control the access. After selecting these article(s) / category(ies) / section(s), only the users that you select in the Applied Users can read the articles.

Please note:

Ticking one section indicates that you want to restrict the access of all articles and categories in that section.
Ticking one category indicates that you want to restrict the access of all articles in that category.
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  • You can click on the section title to select the categories of this section. After you click into the section, you can switch to other sections by changing the options in the dropdown list on your right hand side.
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  • Also, you can click on the category title to select the articles in this category. After you click into the category, you can switch the categories by changing the options in the dropdown list on your right hand side, or click the categories and section icon in the tool bar on the top.
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  • After selecting the articles/categories/sections in the article section, please click on "Members" Icon on the top right corner. In the Members Section, select the users that you want to ALLOW them to view the article(s) / category(ies) / section(s) that you have selected in the article section. Please make sure that you have selected at least ONE user, for example, Super Administrator.
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  • Now click the user's name, a new window is opened for you to edit the client's profile --> change the client's user type from "Registered" to "Author" if you do not want your client to re-edit the Testimonials after they submit it, or change the user type to "Editor" if you would like to allow your client to re-edit their Testimonials. In this example, we choose the user type as Editor.
  • Save the user's profile.
  • Create one catch all policy for the administrator by doing these: first, create a membership, name it as "Admin policy". Tick "Allow user to create content items" and "Allow user to update content items". Second, select all other sections and categories that are apart from the Testimonials section. Then select the administrators and super administrators in the Member section.

Application 3 (Schools/Universities)

Let's assume that you have a group of students, a group of teachers, and a group of department administrators, and a group of super administrator (e.g. webmaster or the dean).

  • Go to Components --> Open Source MSC, click the “New” button.
  • Enter the Access Control Setting title, and tick "Allow user to create content items" and "Allow user to update content items" options.
  • In the section article section, select the article(s) / category(ies) / section(s) you want to control the access. After selecting these article(s) / category(ies) / section(s), only the users that you select in the Members section can read the articles.

Please note:

Ticking one section indicates that you want to restrict the access of all articles and categories in that section.
Ticking one category indicates that you want to restrict the access of all articles in that category.
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  • You can click on the section title to select the cateogries of this section. After you click into the section, you can switch to other sections by changing the options in the dropdown list on your right hand side.
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  • Also, you can click on the category title to select the articles in this category. After you click into the category, you can switch the categories by changing the options in the dropdown list on your right hand side, or click the categories and section icon in the tool bar on the top.
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  • After selecting the articles/categories/sections in the article section, please click on "Members" Icon on the top right corner. In the Members Section, select the users that you want to ALLOW them to view the article(s) / category(ies) / section(s) that you have selected in the article section. Please make sure that you have selected at least ONE user, for example, Super Administrator.
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  • Now click the user's name, a new window is opened for you to edit the client's profile, change users groups according to the following rules'
    • Set all students to be authors
    • Set all teachers to be editors
    • Set all department administrators to be publishers,
    • Set webmasters and dean to be managers/administrators/super administrators.
  • With the Access Control Plug-in turned on, these group of users will have the following permission in editing articles within the Joomla CMS:
    • Students (Authors) can create articles in their allowed categories/sections, but not outside those categories/sections.
    • Students (Authors) can re-edit THEIR OWN articles in their allowed categories/sections before the article is published.
    • Once the article is published, students (authors) cannot re-edit it.
    • Teachers (Editors) can create articles in their allowed categories/sections, but not outside those categories/sections.
    • Teachers (Editors) can re-edit all articles in their allowed categories/sections before the article is published.
    • Department Administrator (Publishers) have the same functions as teachers (editors) except that they can publish / unpublish articles within their allowed categories/sections.
    • Department Administrator (Publishers) can publish / unpublish articles in their allowed categories/sections ONLY.
    • Once the article is published, teachers (editors) cannot re-edit it
    • Once the article is published, only super administrator/administrator can re-edit it. Department Administrator (Publishers) and managers can re-edit those allowed articles only.
    • All users cannot create articles in the Uncategorized Section/Category.
  • Create other policies by repeating the above steps.
  • Create one catch all policy for the administrator by doing these: first, create a membership, name it as "Admin policy". Tick "Allow user to create content items" and "Allow user to update content items". Second, select all other sections and categories that are apart from the Testimonials section. Then select the administrators and super administrators in the Member section.

Application 4 (Multi-Users Blog)

  • Go to Joomla Backend --> "Content" --> "Sections", create a section called "Blogs"
  • Then go to "Content" --> "Categories", create a category called "Blog for User A" and the other category called "Blog for User B" under the "Blogs" section.
  • Go to Components --> Open Source MSC, click the “New” button.
  • Enter the Access Control Setting title "Blog for User A", and tick "Allow user to create content items" and "Allow user to update content items" options.
  • In the section article section, select the article(s) / category(ies) / section(s) you want to control the access. After selecting these article(s) / category(ies) / section(s), only the users that you select in the Applied Users can read the articles.

Please note:

Ticking one section indicates that you want to restrict the access of all articles and categories in that section.
Ticking one category indicates that you want to restrict the access of all articles in that category.
Updater
  • You can click on the section title to select the cateogries of this section. After you click into the section, you can switch to other sections by changing the options in the dropdown list on your right hand side.
Updater
  • Also, you can click on the category title to select the articles in this category. After you click into the category, you can switch the categories by changing the options in the dropdown list on your right hand side, or click the categories and section icon in the tool bar on the top.
Updater
  • After selecting the articles/categories/sections in the article section, please click on "Members" Icon on the top right corner. In the Members Section, select the users that you want to ALLOW them to view the article(s) / category(ies) / section(s) that you have selected in the article section. Please make sure that you have selected at least ONE user, for example, Super Administrator.
Updater
  • Now click the user's name, and then a new window is opened for you to edit the client's profile --> change the client's user type from "Registered" to "Publisher".
  • Repeat above Steps for Blogger "User B"
  • Create one catch all policy for administrator. First, create a membership and name it as "Admin policy". Tick "Allow user to create content items" and "Allow user to update content items". Select all other sections and categories that are apart from the Testimonials section. Then select the administrators and super administrators.
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