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Writer's pictureGursimar Singh

Fearlessly provide CMS access to Clients for Agencies

Updated: 2 days ago


When a website is ready for handoff, the biggest fear among agencies is that clients would mess up the existing designs.


If clients are in total control, they can easily create design blunders that can heavily impact the website's design. Therefore, it is crucial to restrict access from clients so that they can add new content but cannot change the existing designs.


So, let's see how you can restrict access to the website for clients.


Tool of choice - Wix Studio


Why Wix Studio?

It provides inbuilt functionality that allows your agency to restrict access to clients. It allows 100K CMS items and also it have an option of adding a custom CMS quota if needed. So basically, it does the job and does it well!


So! let's see this thing in action!


Steps


Initial Setup


  • Create a new Wix Studio website or select a template. In my case, I am starting from scratch.



  • Wix provides various CMS templates, in order to save time, let's select one of those presets. Click on CMS on your left-hand side.



  • Click "Add to site"


  • Select "Start with Preset"


  • Select the one you like and click "Add to Site".



  • You will now have a CMS with loaded data. Feel free to add your own data here or make any changes that you think are appropriate.


  • Click close, you will then be able to see that the preset already created two dynamic pages for you as well. Optionally, click on the Preview eye icon and play around with the pages.



Safeguard 1: Setup Field Validation


This one is important because it can stop Clients from adding incomplete data or incorrect types of data.


  • Go to your CMS and Click on Manage fields

  • Select the field and click on the validations tab.

  • Make your selection, for example, making the field required, limiting character count or only allowing select values. In my case, I have made some fields required.





Safeguard 2: Custom collection views

While field validations are great, in some cases they won't be enough to stop other collaborators from accidentally adding values to views where they shouldn't have. Therefore, adding a separate view from them and hiding some fields would be a way to reduce accidental additions.


  • Go to your CMS and add another view

  • Make whatever changes you want here, such as ordering or hiding fields.




Safeguard 3: Access Control

While the above two are great, the biggest danger is giving too much access to people who shouldn't have access. Therefore, it is paramount to set the collection permission based on who can view, edit, update and delete content.



References and Further Readings


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