How do I restrict access to pages in a Print Template for Contacts/Sales Users? - Powered by Kayako Help Desk Software
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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.

 

 

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