The Siteglide Secure Zones Module lets you define areas of the Site which should only be accessed by certain Users.
It is designed to be a flexible solution that you can implement differently depending on the sensitivity of the Content you want to protect.
This introductory Article will guide you step-by-step through the relevant Articles needed to implement Secure Zones on your Site.
Adding Secure Zones to your Site
Step 1) Create Secure Zones
The first step will be to define Secure Zones in the Siteglide Admin
Step 2) Add content to Secure Zones
To use the Secure Zones, you'll need to decide which content should be placed behind each Secure Zone. You can decide whether to protect Pages, WebApp items or both.
a) Add Pages to Secure Zones
Adding Pages to Secure Zones means no Users will be able to access those Pages, until they are granted access.
b) Add WebApp items to Secure Zones
Adding WebApp Items to Secure Zones means no Users will be able to access those Detail Pages, until they are granted access. You can also control whether the WebApp items should also be hidden from Lists if the User does not have access.
Step 3) Add a Sign Up Form
Attaching Secure Zones to a Sign Up Form will mean that completing that Form gives a User Access to that Secure Zone. From the moment of completion onwards, that User will have access to that Secure Zone whenever they log in.
Completing a Sign Up Form will also log Users in, so Sign Up Forms can optionally also be used as Login Forms.
Step 4) Optional - Add a Login Form
Once they have already Signed Up to a Secure Zone and set a password, Users can use a Login Form to log in and gain access to all their Secure Zones. Logging in also allows them to access several other Siteglide Features, including the user_details layout content.
The benefit of using a Login Form as opposed to a Sign Up Form is that you can log Users in to existing Secure Zones without giving them access to a new zone. Login Forms can be used for all Users regardless of which Secure Zone they have rights to access.
You can find the Liquid for adding a Login Form here: Secure Zone Reference
Step 5) Optional - Add visual feedback so the User knows if they are already logged in
You can use the Liquid logic here to signpost to the User when they are already logged in. This can avoid confusion and provide a better User Experience.
Step 6) Optional - Add a Password Recovery System Page
For Users who have forgotten their password, you can add a password reset flow. You can add a link to the Password Recovery System Page which will allow this via a pre-built email flow.
System Emails allow you to edit the HTML and style of the email.
Step 7) Optional - Add a Form for Users to use to change their Email or Password
For Users who remember their password, but would like to change their email and password, you can add fields to a Form to allow them to do this.
Once you've got started with Secure Zones, you may be interested in our Secure Zones Use Cases