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:	Manage Permissions
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.

• Click on Templates.

• Click the ‘+’ icon to create a new template. The left pane shows the default templates.

• Enter the name for the template and click the Create button.

• Click to select the desired property collection and click the Save button.

• Go to Partner Administration, and select a partner from the list. In this demo, we selected ‘Suppliers 101’.

• Click the Roles tab and select a role from the list to which the template is to be assigned.

• Click the Show Permissions button.

• 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.

• Select the appropriate class from the list of classes.

• Then, scroll down and click the ‘+’ icon to add a template.

• Select the created template and click on the Apply button.

• To toggle the visibility of the property, click the Visible icon. To edit the rights for the property, click the Editable icon.

• Select the properties to be non-editable (for example, General Information) and hidden (for example, Unit Definition).

• Click the Save button to save the changes.