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SiteApex Administration Help & Tutorials

Please use the topic links below to see a list of tutorials for that particular topic or module. Or you can use the search button to search for help on a specific topic. 

Note: there are a few non-default modules listed here. Please contact sales if you are interested in any of these modules.

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Getting Started With Security & User Groups

SiteApex provides a security system that allows you to lock content behind a login. The key components that make up managing security are security Groups and User.

Security Groups - Controls the level of security or privilege's that it's users are allowed to do on the website or admin system.
Security Users - the individual profiles or logins created and given to the users who will be logging into your pages, modules or admin.

Security and User management is found by hovering on the Control Panel Control Panel Gear Icon menu item and by clicking Security.

Note, the menu will update to display all areas of the Security administration and you will immediately start in the Users list.

SiteApex 10 Security Menu

Users

Displays a list of all users alphabetically by Last Name. Users can be searched and sorted using the Filter By Group and search at the top.

Note, the options column on the right that allows you to Edit  the user.

Clicking on the More Options icon User More Options will reveal Email Password, View Responses, and Delete User options for that user.

Clicking on the Add User button will proceed to creating a new User. Read more here on managing users.

Security Groups

Displays a list of all Security groups on the site. There are default groups with every SiteApex install used for some module security settings. You can also create your own Groups to organize users and give them unique privilege's to various access points on the website or admin.

Click here to learn more about managing security groups.

User Reports

View logs of users that have logged into the Admin area of your website.

Import Users

Allows you to import CSV files of users into an existing or new security group.

Export Users

Allows you to export your security groups. Saves as a CSV file (compatible with all spreadsheet software).

Security Options

General Security options area. Setup Brute Force Protection, enable password expiry options and edit your password email.

Update Profile Options

This feature gives you the option of allowing logged in users to update their profile.