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Site privacy best practices

This page applies to:MindTouch Responsive

Setting your site up with consistent restrictions allows you to control access to sensitive information and to control contribution and editorial workflows without having to sacrifice built-in search engine optimization (SEO) benefits. This article provides best practices for controlling access to your MindTouch site and internal hierarchies not meant for public access.


Why should I make my site public?

There are significant benefits to your site being public:

  • Search engines (such as Google, Bing and Yahoo) can index your authoritative content and thus make your web presence more dominant. 
  • Potential customers can find relevant product information to validate purchase decisions (new visitors to your site would not have accounts and thus would not be able to view any product information).
  • Current customers can quickly consume and reference knowledge to become product experts. 

To protect sensitive information, you can apply restrictions to individual hierarchies. Setting your whole site to private is NOT recommended.

How do I ensure my site is set to public?

On the MindTouch toobar select Site tools >  Control panel and navigate to Systems Settings > Configuration. Verify the Make site private checkbox is NOT checked.

Image of site options in the control panel

Apply restrictions to  individual hierarchies

On your homepage, create categories targeted toward specific users. Underneath each category, store all of your articles geared toward that type of user, including categories that are only to be accessed by internal users. For example, you may create a "Compliance" category for storing sensitive information that is only to be accessed by certain employees in your Compliance department.

Follow these steps to restrict access to your any of your internal sections:

  1. Verify your site is set to public.
  2. Create a group for the internal users who are allowed to access the internal category (or guide  or page), e.g. "Compliance."
  3. Assign the appropriate role to the group. 
  4. Navigate to the section to which you want to restrict access.
  5. From the MindTouch toolbar, select Options > Restrict access
  6. Under Page Restrictions,  select the Private radio button.
  7. Under User/Group permissions, choose your group, e.g. "Compliance (group)" and click Add to list.
  8. To apply restriction settings to subpages choose the appropriate option.
  9. Click Save permission settings.

Image of the restrict access dialog

New subpages automatically inherit the restrictions of their parent pages. You will NOT need to individually set restrictions for every new article you create under a restricted page.


What's next 

Learn how to conditionalize content on a page to be viewed by only certain users. 

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