Secure Zones

Published on January 08, 2021, updated on August 27, 2023

A Secure Zone is a security method applied to a Page (or multiple Pages) that restricts access to unauthorised Users. Secure Zones and Groups go hand-in-hand. A Page with a Secure Zone applied grants access to users with specific Groups, not individual Contacts. In other words, Contacts in the CRM must be added to the required Group before they can access a Page protected by a Secure Zone.

Adding Secure Zones

To create a Secure Zone:

  1. Navigate to Permissions from the main menu.
  2. Select Secure Zones.
  3. Go to the 'Zones' tab.
  4. Press CREATE SECURE ZONE.
  5. Fill out the form. Input requirements and descriptions are displayed in a table after this step-by-step guide.
  6. Press CREATE SECURE ZONE.

These are the input requirements and descriptions for creating a Secure Zone:

Input LabelTypeRequiredDescription
Secure Zone Name Text Field Yes Name of the Secure Zone.
Authorization Policy Name Display Field Yes Autogenerated by your input in the 'Secure Zone Name' field above. Displays the authorisation policy name used internally by Insites.
Redirect To Text Field NoThe Page where unauthorised Users will be redirected.
Flash Message Text Field No Flash message for unauthorised Users.
Groups Dropdown Field No Group or Groups allowed access to this Security Zone.
Secure Zone Configuration Code Editor N Displays the auto-generated code based on your chosen Groups. Changing your input in the 'Groups' field automatically generates and overwrites the Configuration.

Viewing Secure Zone History Logs

To view Secure Zone History Logs:

  1. Navigate to Permissions from the main menu.
  2. Select Secure Zones.
  3. Go to the 'History' tab where all History Logs are listed. You can click the VIEW DETAILS on one of the updates to view more details about the changes made to a Secure Zone.

Updating Secure Zones

To update a Secure Zone:

  1. Navigate to Permissions from the main menu.
  2. Select Secure Zones.
  3. Go to the 'Zones' tab.
  4. Find the Secure Zone you want to update and click on its Edit row action link.
  5. Make your changes to the forms on the following tabs:
    • Details
    • Configuration
  6. Press SAVE.

Using Secure Zones

You can apply a Secure Zone to a Page using one of two ways:

  • Applying a Secure Zone when creating a Page
  • Applying a Secure Zone when updating a Page

Applying a Secure Zone when creating a Page

To apply a Secure Zone to a Page you are creating:

  1. Navigate to CMS from the main menu.
  2. Select Content.
  3. Go to one of the two tabs and create a Page:

    • Pages
    • System Pages
  4. Navigate to the 'Security' tab.
  5. Select the 'Secure Zones' security type and fill out the form that appears. Input details and requirements are displayed after this step-by-step guide.
  6. Click CREATE PAGE when you are done filling out the rest of the forms on the other tabs.

These are the input requirements and descriptions for adding a Secure Zone to a page:

Input LabelTypeRequiredDescription
Secure Zones Dropdown Field No The Secure Zones used by the Page.
Redirect To Text Field No The Page where unauthorised Users are redirected.

Applying a Secure Zone when updating a Page

You can also add a Secure Zone when updating a Page:

  1. Navigate to CMS from the main menu.
  2. Select Content.
  3. Go to one of the two tabs:

    • Pages
    • System Pages
  4. Find the Page to which you want to apply a Secure Zone and click on its Edit row action link.
  5. Go to the 'Security' tab.
  6. Select the 'Secure Zones' security type and fill out the form that appears. Input details and requirements are similar to those outlined in the previous section, 'Applying a Secure Zone when creating a Page.'
  7. Click SAVE when you are done making your changes.

Deleting Secure Zones

To delete a Secure Zone:

  1. Navigate to Permissions from the main menu.
  2. Select Secure Zones.
  3. Go to the 'Zones' tab.
  4. Find the Secure Zone you want to delete and click its Delete row action link.
  5. Finalise the deletion on the confirmation modal.
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