Creating an access restricted category

[community_wiki]

This topic is a linked part of a larger work: “Discourse Administration Manual”

Content

1. Introduction

2. Creating a company-only category

3. Creating a collaborators-only category

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1. Introduction

We have two standard cases of access restricted categories, and should try to stick to these. Technically however we can make other variants by creating custom groups.

Creating an access-restricted category is no different than creating a normal category, just that you adapt settings in tab “Security” and use a template for the “About the … category” topic.

2. Creating a company-only category

Security tab settings

• admins can… Create / Reply / See
• company can… Create / Reply / See

Category description template

[1-2 short paragraphs explaining the role and content of the category.]

People post here under the assumption that only a restricted audience can see their post. So treat this content as confidential. If you need to share it outside the group, ask.

Only visible and accessible to:
⬤ GROUP: company (15+ members)
⬤ +ADMINS: @daniel

(To add a user, an admin needs to edit the user’s profile under “Admin → Users”, find the “Groups→Custom” field there, and add “company” in it.)

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[Optionally, more paragraphs about the role and content of the category. If not using this section, also omit the horizontal rule above it.]

Make sure that the text up to and including “+ADMINS: @daniel” is visible in the excerpt that appears as tooltip when mousing over the category name on the frontpage. Otherwise, shorten your introductory paragraphs to make it fit.

3. Creating a collaborators-only category

Security tab settings

• admins can… Create / Reply / See
• moderators can… Create / Reply / See
• collaborators can… Create / Reply / See

Category description template

[1-2 short paragraphs explaining the role and content of the category.]

Only visible and accessible to:
⬤ GROUP: collaborators (50+ members),
⬤ +ADMINS / MODERATORS: (all included via the group)

(To add a user, an admin needs to edit the user’s profile under “Admin → Users”, find the “Groups→Custom” field there, and add “collaborators” in it.)

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[Optionally, more paragraphs about the role and content of the category. If not using this section, also omit the horizontal rule above it.]

Make sure that the text up to and including “+ADMINS / MODERATORS: (all included via the group)” is visible in the excerpt that appears as tooltip when mousing over the category name on the frontpage. Otherwise, shorten your introductory paragraphs to make it fit.