How do I restrict access to pages in a Print Template for Contacts/Sales Users?

How do I restrict access to pages in a Print Template for Contacts/Sales Users?

Posted by The Team at Mindmatrix on 24 June 2015 11:01 AM

You can decide which page/s of the template will be available to the contacts/sales users. The ‘Page

Management’ feature allows you to add rules (based on user/contact/company variable fields), which

are the bases to the availability of the template pages.

  • Select ‘Page Management’ in the ‘Manage Page(s)’ section.
  • Click ‘Add Rules’.

 

  • Enter the rule name in the relevant field.

  • To add condition, select the ‘Field Chooser’ icon.

 

 

  • Select the required ‘fields’ folder. For e.g. ‘contacts fields’.

  • Select the contact variable field.

  • In the ‘Select Operator’ dropdown, click the required filter. For e.g. equal to.

  • Enter value in the relevant field.

  • Click ‘Insert & Finish’.

 

 

 

  • You can preview the variable code to be inserted in the relevant field.

  • Click ‘Save’.

 

 

  • The variable code will display in the ‘Condition’ field.

  • Select the page/s you wish to provide to the contacts based on the added rule.

  • Now, you can choose between two of the ‘Action Type’, i.e. ‘Retain’ or ‘Delete’. If you choose ‘Retain’, only the selected page/s will be available to the contact/s. If you choose ‘Delete’, the pages de-selected will be available to the contact/s.

  • Consider adding ‘Retain’ as the action type.

  • Click ‘Save’ to save the page management rule for the template.

 

 

  • Similarly, you can add multiple [age management rules for the template.

NOTE: You can edit/delete the page management rules by making use of the relevant icons.

 

 

  • Click ‘Next’ to create the print template.

 

 

    • Related Articles

    • How do I add a print campaign to a playbook template?

      If you have print vendor integration, setup a print campaign within a playbook! This will allow you to share playbooks to users that give them the option to order a print asset from a vendor on-demand. You must have a print vendor configured with ...

    • How do I create a Print Template?

      Posted by The Team at Mindmatrix on 23 June 2015 08:49 AM Select the ‘Setup’ tab. In the ‘Templates’ section, select ‘Asset Templates’. Select the ‘Print’ folder. Click ‘Create’. Select personalization from the relevant dropdown. For e.g. None. Click ...

    • How do I create a contract template?

      It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator.  Posted by The Team at Mindmatrix This article details how to use the following ...

    • How do I associate a database with a page in a Print Template and create entries using the Repeater?

      Posted by The Team at Mindmatrix on 23 June 2015 10:40 AM NOTE: You can apply multiple databases for a page. Select ‘Databases’   Select the required database/s. Click ‘Save’.   Adding a Repeater If you wish to provide the contacts information for ...

    • How do I view reports for a print template?

      From the Print Template gallery, select the template that you wish to view a report on. From the "More" dropdown menu, select "Report" The “Stats and Activities” graph will show the total number of times a user used a template. The “Usage Ratio” ...