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How can I show different content for different users?

Article ID: 234
Last updated: 26 Apr, 2013

QUESTION:

Is it possible to create "user areas"?
We would like our customer A to see all our general documentation plus articles specific to company A, customer B to see all general documentation plus articles specific to company B (but not A) and so on.

ANSWER:

Yes, this is possible. You do it using roles and private categories.

Set up roles and categories

First, create roles for the each company:

  • Create a role called Company A and assign all users from company A to this role
  • Create a second role called Company B and assign all users from company B to this role.


    Company A role

Next, create private categories:

  • Create a category specifically for Company A. Let's call it Company A documents.
  • For the Private field, check Read (note that there is a second option here, Write.  This controls who can edit an article.)
  • This brings up a new option, Access for selected roles. Select Company A

    Create a category
  • Select other options required for this category and then OK to complete
  • Do the same for Company B

Create a general category:

  • Create another category -- let's call it it General -- that users in both companies can look at.  Do not assign a role this time.

Create your articles

Everything is now set up.

  • When you create articles, assign them to the appropriate category - General category if you want all users to read it, Company A if you only want users from Company A to read it, and Company B if you only want users from Company B to read it.


    Articles organised into categories

What users see

Once this is done, users from Company A can log on and read all general articles, plus all Company A articles.

What a user from Company A sees

While a user from Company B sees:

What a user from Company B sees

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Article ID: 234
Last updated: 26 Apr, 2013
Revision: 2
Views: 6769
Comments: 0
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