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Overview

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:

  1. Navigate to 'Accounts' --> 'Role Management' (zRoles.aspx).
  2. Select the required role via radio button; the 'Role Details' tab will load.
  3. Click the 'Functions' tab.
  4. Click 'Modify'.
  5. 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.

      Role Management 'Functions' Tab - Category Template Suffix

  6. 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.


 

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Additional Information

For information on creating and editing templates, see Template Editor How Tos.

Minimum Version Requirements

**.**.**

Prerequisites

--

Self Configurable

Yes

Business Function

Marketing

BPD Only?

Yes

B2B/B2C/Both

Both

Ballpark Hours From CV (if opting for CV to complete self config component)

Contact CV Support

Ballpark Hours From CV (in addition to any self config required)

Contact CV Support

Third Party Costs

n/a

CMS Category

 CMS Category

 

 

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