Requirements and Access Setup for the Siteimprove Sitecore Plugin

Summary

Previously tested in legacy guide: Sitecore 9.0.2 to 10.4.x

Environment / Applicability

• Plugin .NET Framework compatibility
• Sitecore .NET Framework compatibility table for Sitecore XP 9.0 and later (Source)
• Active Siteimprove account
• Target site already crawled in Siteimprove

Prerequisites

.NET Requirements

Previously tested in legacy guide: Sitecore 9.0.2 to 10.4.x

Plugin .NET Framework compatibility

Sitecore .NET Framework compatibility table for Sitecore XP 9.0 and later (Source)

So, a plugin compiled for .NET Framework 4.7.2 can be used with Sitecore XP 9.0 or higher. Installing .NET Framework 4.7.2 specifically is not required. .NET Framework is backward-compatible and can use assemblies that target earlier versions.

Siteimprove Requirements

Active Siteimprove account

Target site already crawled in Siteimprove

Access Control and Roles

The plugin installs role “sitecore/Siteimprove Manager.”

Users not in this role do not get access to Siteimprove ribbon commands and overlay actions.

“sitecore/Sitecore Local Administrators” and users with “IsAdministrator” attribute have full access by default.

To grant access:

1. Open Sitecore Role Manager.
   
   
2. Select sitecore/Siteimprove Manager.
   
3. Click on Members button in the ribbon.
   
4. Click on Add button to get the list of Users and Roles.
   
   
5. Use the search field to find the user account or role that needs to be added to this role.

As part of Sitecore's default behavior, a role can be added to another role. Add any existing role to the Siteimprove Manager role to grant access to all users in that role.