Manage View Templates

Manage View Templates lets you set up view templates that are customized to different users.

Key Term:
  • Taxonomy: a taxonomy is a scheme of classification used for an organization’s products.
Description:
  • Easily customize the templates and hide certain portions as necessary.
  • Create templates as per user’s requirements.
  • Show the custom template to the authorized users.
  • Hide certain modules within the product. Even portions of property collections can be hidden from certain users.
Related topics:
Application:

  • Limit the access of a user to certain information.

  • Hide sensitive information.

  • Example:

    Let’s say the marketing team does not want to show the promotions to a supplier. So what they can do is to create a customized template that does not show promotions and assign it to a role for the supplier to use.

How-to: Manage View Templates

Easily manage who gets to see what, and here’s how to do it.


  • Log in and go to Administration.
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  • Click on Templates.
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  • Click the ‘+’ icon to create a new template. The left pane shows the default templates.
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  • Enter the name for the template and click the Create button.
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  • Click to select the desired property collection and click the Save button.
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  • Go to Partner Administration, and select a partner from the list. In this demo, we selected ‘Suppliers 101’.
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  • Click the Roles tab and select a role from the list to which the template is to be assigned.
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  • Click the Show Permissions button.
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  • Click the Visible icon to make the tab visible or hidden. In the image below, the default image is kept visible and the taxonomy is kept hidden.
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  • Select the appropriate class from the list of classes.
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  • Then, scroll down and click the ‘+’ icon to add a template.
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  • Select the created template and click on the Apply button.
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  • To toggle the visibility of the property, click the Visible icon. To edit the rights for the property, click the Editable icon.
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  • Select the properties to be non-editable (for example, General Information) and hidden (for example, Unit Definition).
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  • Click the Save button to save the changes.
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