This guide will show you how to restrict content so it is available to be viewed by a certain selection of clients, or one single client. Using the method below it is possible to create a staff intranet or member only area or a wholesaler area and other similar applications.

This guide is split up into 5 parts:

Part A: Setup Your Client Groups

Part B: Link Client Groups to Client Records

Part C: Create a Restricted folder

Part D: Insert content into the Restricted folder

Part E: Conduct test to ensure everything is set up correctly
 

Restricting content is possible only by allocating the content to a restricted folder. So it will not work for individual pages outside of a folder. It will also not work for individual Sub Navigation tabs. Hiding content in content options may be sufficient, however, a user may be able to manipulate the website address to view hidden content. Restricting content using the method below is the most secure way to ensure either a group or specific client only can view content meant for them.

 

Part A: Setup Your Client Groups

1. Setup the Client Group
2. Specify the Client Group name would like to restrict access, for example:
   • ABC Pty Ltd or
   • John Smith or
   • Staff, VIP, Prospect, Wholesaler, etc

Part B: Link Client Records to Client Groups

1. For each person you want to be able to have access to the restricted content you need to edit each client record
2. Under the field “Client Group” allocate to your new Client Group
3. Ensure the clients have a username (or email address if this is being used in place of a username) and password. If not allocate them one now.

Part C: Create a Restricted folder

1. Create a folder to contain the restricted content
2. In the Client Access tab select Display for specific Client Group users only and select the new Client Group to restrict this to.
3. Specify in the Location tab to place this folder somewhere obvious, ie near the login button so the user will be able to see it when they are logged in

Part D: Insert content into the Restricted folder

1. Create or edit the content for the Restricted folder
2. On the Location tab deselect any existing selection and select the new folder only

Part E: Conduct test to ensure everything is setup correctly

1. Create your own Client record in the Client area if you don't have one
2. Find yourself in the Client Database and add yourself to the new Client Group created earlier
3. Go to the front-end of the website via the "Public Site" button in the top right
4. If you are already logged in to the public site, click logout.
5. Then login using your username and password and you should be able to see your restricted folder with restricted content.

N/A

1. Create Client Groups
2. Add a Client Record
3. Options Tab in Content