Portal access permissions & Umbraco sync

Portal Access Permissions is where you control which members can reach which parts of your portal-enabled website. You build login groups from criteria, sync those groups out to Umbraco, and then use Umbraco to secure individual website pages against them. This lets you show different content to different segments of your membership.

How portal access works

• You define one or more login groups by setting criteria in a mini List Builder — the same style of audience-building used elsewhere in SwiftFox.
• Each group represents a segment of your contacts — for example a particular membership tier or category.
• You sync membership groups so they become available in Umbraco, the CMS that powers the website.
• In Umbraco, you assign page-level permissions so only members of the synced groups can view protected pages.

On screen the page describes these as permission-based groups: "Create permission-based groups of contacts, based on selected criteria. Permission groups are used to manage contact access within the Portal." Login group is the official term — the product also calls the same object a permission group and a membership group in places.

Before you start: creating a group is immediate

This is the one thing to know before you touch the screen. Selecting Add Login Group creates the group straight away, before you have named it or given it any criteria. A new row appears in the list immediately, and a confirmation reads "Login portal config updated". The panel that opens is for editing a group that already exists — it is not a draft you can abandon.

So there is no cancel. If you open Add Login Group by mistake, close the panel and then remove the group you created from the list.

A new group arrives named Member group, and subsequent ones are numbered — Member group (1), and so on. Rename it as your first step so the list stays readable.

Create a login group

1. Go to Settings → Features → Login Portal → Portal Access Permissions.
2. Select Add Login Group, at the left above the list. The group is created immediately and its editing panel opens.
3. In Member group name at the top of the panel, replace the default name with something meaningful.
4. Under Define the criteria for this member group using the filters below, build Rule 1:
   • Choose whether the criteria work together with And or Or.
   • Use the Where row to set your first criterion.
   • Select Add Criteria to add further criteria to the same rule.
   • Select Add New Rule if you need a separate rule.
5. Select Save, at the top of the panel beside the name field.
6. Repeat for each group you need.

Sync login groups to Umbraco

1. On the Portal Access Permissions page, select Sync membership groups, at the right above the list.
2. Wait for the sync to complete — the groups are published to Umbraco.
3. In Umbraco, open the relevant pages and assign page permissions to the synced groups so only those members can access them.

Building a group in SwiftFox does not secure anything on its own. Until the groups are synced and page permissions are assigned in Umbraco, every page stays as open as it was.

Maintain login groups

The list shows each group under Group Name, with an Edit and a Remove column.

• Select the pencil in the Edit column to reopen a group's name and criteria.
• Select the bin in the Remove column to delete a group. You are asked to confirm, and the prompt names the group so you can check you have the right one before continuing.
• Re-run Sync membership groups after any change, so Umbraco reflects the latest definitions.

Permissions

Managing Portal Access Permissions requires the Membership Portal permission in Settings → Users & access → User groups.

Related guides

• Login portal — Overview (Document ID: 348)
• Login portal — Workflows: step-by-step (Document ID: 350)
• Enabling login access & passwordless login (Document ID: 349)