Overview
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This article is aimed at Customer Self Service web administrators who seek to implement different category templates based on a user's role. For example, having the website display one category template for B2B users, and another for B2C users. |
Step-by-step guide
To Assign a Category Template to a Role:
- Navigate to 'Accounts' --> 'Role Management' (zRoles.aspx).
- Select the required role via radio button; the 'Role Details' tab will load.
- Click the 'Functions' tab.
- Click 'Modify'.
- In the 'Category Template Suffix' field, enter the suffix value for category templates assigned to this role.
- For example, the suffix of 'B2C' may be an appropriate value for the B2C role, and 'B2B' for the B2B role.
- Identify the category template that is currently in use, and create a new template with the appropriate suffix in the Template Name.
E.g. Default Category Template = 'CategoryTemplate'
B2B Role Category Template = 'CategoryTemplateB2B'
B2C Role Category Template = 'CategoryTemplateB2C'
NOTE: In the above example, 'CategoryTemplate' will remain the default and will be applied for any role that does not have a 'Category Template Suffix' defined.
Related articles
| Content by Label |
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| showLabels | false |
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| max | 5 |
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| spaces | DRAFT |
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| showSpace | false |
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| sort | modified |
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| reverse | true |
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| type | page |
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| cql | label in ("category","templates","role","template","suffix") and type = "page" and space = "DRAFT" |
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| labels | category template role suffix templates |
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Additional Information
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| For information on creating and editing templates, see Template Editor How Tos. |
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Assigning role-based Category Templates |
| Minimum Version Requirements |
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| MultiExcerptName | Minimum Version Requirements |
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| **.**.** |
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| Prerequisites | |
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| Self Configurable |
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| MultiExcerptName | Self Configurable |
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| Yes |
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| Business Function |
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| MultiExcerptName | Business Function |
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| Products & Categories |
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| BPD Only? | |
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| B2B/B2C/Both |
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| MultiExcerptName | B2B/B2C/Both |
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| Both |
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| Ballpark Hours From CV (if opting for CV to complete self config component) |
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| MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Contact |
CV Support
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| Ballpark Hours From CV (in addition to any self config required) |
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| MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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| Contact |
CV Support
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| Third Party Costs |
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| MultiExcerptName | Third Party Costs |
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| n/a
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| CMS Category |
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| MultiExcerptName | CMS Category |
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| CMS Category |
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...
Related help
| Content by Label |
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| showLabels | false |
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| max | 5 |
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| spaces | DRAFT |
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| showSpace | false |
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| sort | modified |
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| reverse | true |
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| type | page |
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| cql | label in ("templates","role") and type = "page" |
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| labels | category template role suffix templates |
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