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CMS: Working with Dataset Modes and Collection Permissions

10 min
In this article
  • Dataset modes control how elements interact with collections
  • 'Read' mode for displaying content
  • 'Write' mode for adding new items to your collection
  • 'Read & Write' mode to view and submit content
  • Collection permissions manage access to collection contents
  • Show content to the right audience
  • Collect content from visitors
  • Advanced permissions for specific needs
  • FAQs
Working with dataset modes and collection permissions in your CMS (Content Management System) allows you to control how elements on your site interact with your collections. By choosing between 'Read', 'Write', or 'Read & Write' dataset modes, you can determine whether elements like text, images, and buttons can display, add, or update collection content. This flexibility helps you manage how content is presented and collected on your site, enhancing user engagement.

For instance, if you run a recipe blog, you might use a 'Read' mode dataset to display recipes. You could use another 'Write' mode dataset to let members submit new recipes. This setup ensures that only verified members can add collection content, while all visitors can enjoy viewing the shared recipes.
Screenshot of setting the dataset mode to 'Write'.

Dataset modes control how elements interact with collections

The dataset mode determines how elements like text, images, and buttons can access the dataset's connected collection. You can choose between three distinct dataset modes: 'Read', 'Write', or 'Read & Write'. 

Learn more about each dataset mode below.

'Read' mode for displaying content

This mode allows the dataset's connected elements to retrieve, or 'read' data from your collection. 'Read' mode does not allow the dataset's connected elements to add new items or update existing items in the collection.

Use 'Read' mode when you want the dataset's connected elements to read collection content in order to display it on your site. Learn more about displaying content from your collection
What collection permissions should I choose?
Set the collection permissions to 'Show content', 'Collect content', or 'Advanced'. Whichever you choose, make sure to set the 'View' permissions so only the appropriate visitors can view the collection content on your live site.

'Write' mode for adding new items to your collection

This mode allows the dataset's connected input elements to add new items to your collection. 'Write' mode does not allow the dataset's connected elements to display or 'read' the collection content. It also prevents the connected elements from updating existing collection items.

Use 'Write' mode when you want the dataset's connected elements to add new items to your collection. 'Write' mode is ideal for custom CMS forms that use input elements to collect content from site visitors.
What collection permissions should I choose?
Set the collection permissions to 'Collect content' or 'Advanced' to allow visitors to add or update content in your collection.

'Read & Write' mode to view and submit content

This mode allows for a two-way connection between the dataset's connected elements and the collection. The dataset can read collection content to display it in the connected elements. The elements can also add new items to your collection or update existing ones, depending on how you've set up your custom CMS form.

Use 'Read & Write' mode for an interactive experience where site members can view collection content and add new items or edit existing ones. For example, you can connect the same dataset to input elements that submit content and to other elements that display the content (e.g., text elements, repeaters, tables). This works great for pages where members view collection content and edit it at the same time.

Learn how to let site members manage collection content from your live site: 
What collection permissions should I choose?
Set the collection permissions to 'Collect content' or 'Advanced' to allow visitors to add or update content in your collection.

Collection permissions manage access to collection contents

Collection permissions determine who has access to your site's collection content and what visitors can do with the content. Every site visitor is identified by the CMS as having a specific role (e.g. everyone, members, collaborators, or admins). The permissions allow you to customize each role's access level so you can set different permissions for different types of users.

For example, you might want to let everyone view your collection content, but only let site members add new items to it. You can also specify that existing collection items can only be updated by the members that added them. Perhaps you created a specific collaborator role for managing collections. You could grant these collaborators exclusive access to deleting collection items.

Admin permissions:
  • Collaborators with CMS admin roles always maintain full access to your collections. This means CMS admins can perform all actions, including viewing, adding, updating, and deleting collection content, whether from the live site or the CMS itself.
  • In your editor's preview mode, you are considered an admin. To test other roles, publish your site, visit the live site, and either log in as a site member or browse as a visitor. 

Show content to the right audience

To make your collection content viewable on the live site, choose the 'Show content' collection permissions. 

Then, specify who can view the content on your live site:
  • Everyone: Any site visitor can view the collection content on the live site. 
  • Members only: Only site members can view the collection content on the live site. 
Screenshot of setting collection permissions to show content.
Note:
Admins and collaborators with CMS access roles always maintain full access to your collections with this 'Show content' permission. This means they can perform all actions, including viewing, adding, updating, and deleting collection content, whether from the live site or the CMS itself.

Collect content from visitors

Select the 'Collect content' collection permissions to allow visitors to add new items to the collection. This is useful when you want visitors to use input elements to submit responses that add content to new collection items. 

Choose who you want to have access to adding new items from your live site: 
  • Everyone: Any site visitor can add new items to the collection from the live site. Collaborators with CMS access roles and admins can also add items from within the CMS.
  • Members only: Only site members, collaborators with CMS access roles, and admins can add new items to the collection from the live site. Collaborators with CMS access and admins can also add items from within the CMS.

Then, specify who can view the content:
  • Collaborators: Admins and collaborators with CMS access roles can view the collection content in the CMS and the live site. 
    Tip: To assign permissions for a specific collaborator role, use the Advanced collection permissions and click + Set permissions for specific roles
  • Members only: Only site members, collaborators with CMS access and admins can view the collection content on the live site. Collaborators with CMS access and admins can also view it within the CMS.
  • Item's creator: Site members can only view items on the live site that they themselves added to the collection. Collaborators and admins can still view all the items on both the live site, and in the CMS. 
  • Everyone: Any site visitor can view the collection content on the live site. Collaborators with CMS access and admins can also view it within the CMS.
Screenshot of setting collection permissions to collect content.
Tip:
If you want to allow visitors to update field values of existing collection items, use the 'Advanced' permissions. Then, select the 'Update' checkbox next to each relevant role. 
Note:
Admins and collaborators with CMS access roles always maintain full access to your collections with this 'Collect content' permission. This means they can perform all actions, including viewing, adding, updating, and deleting collection content, whether from the live site or the CMS itself.

Advanced permissions for specific needs

For more control, use the 'Advanced' collection permissions setting. You can select different permissions for viewing, adding, updating, and deleting content for each role. 

Select the relevant permissions for each of the roles:
  • Everyone: This role applies to everyone who can access your live site. Selecting a permission for this role also selects it for the other roles in the table.
  • Members: This role applies to site members only. Selecting a permission for this role also selects it for the 'Item's creator' role, the 'Collaborators' role, and any specific roles you add to the table. 
  • Item's creator: This role's permissions only apply to the specific items that a member creates themselves. For example, you can set permissions to allow the item's creator to update or delete only the items that they create. Selecting a permission for this role also selects it for the 'Collaborators' role and any specific roles you add to the table. 
  • Collaborators: This role applies to all collaborator roles with CMS access. Selecting a permission for this role also selects it for any specific collaborator roles you've set permissions for. 
  • Admin: This role applies to site owners and collaborator roles with CMS admin permissions. You cannot change the permissions of this 'Admin' role. 
  • Specific roles: If you add roles to the table, they apply to collaborators with specific CMS access roles. If you set permissions for a specific role, then deselect a permission in that role, the permission is also deselected in the main 'Collaborators' role. 

In the table, you can choose from the following access levels for each role: 
  • View: Users with the relevant role(s) can view the collection content. 
  • Add: Users with the relevant role(s) can add new items to the collection. 
  • Update: Users with the relevant role(s) can edit existing collection items.
  • Delete: Users with the relevant role(s) can remove existing collection items.
Tip:
If you want to allow visitors to update the field values of existing collection items, select the 'Update' permission for the relevant role. 
Screenshot of the Permissions and Privacy settings in a CMS collection.
Note:
Admins and collaborators with CMS access roles always maintain full access to your collections. This means they can perform all actions, including viewing, adding, updating, and deleting collection content, whether from the live site or the CMS itself. However, you can set permissions for specific collaborator roles if you want to restrict certain roles from having full access. 

FAQs

Click below for answers to common questions about working with dataset modes and collection permissions
Screenshot of setting the dataset mode to 'Write'.
Screenshot of setting collection permissions to show content.
Screenshot of setting collection permissions to collect content.
Screenshot of the Permissions and Privacy settings in a CMS collection.