This article is for a vendor who is also a customer. Follow these steps to restrict users from seeing certain client templates when creating projects, based on their assigned types:
1. To enable this functionality, a SiteCapture admin will need to activate the “Hide client types when user has type restrictions” setting. If you'd like this setting turned on for your account, please reach out to us at support@sitecapture.com and we’ll be happy to assist.
2. Admin Edits User in User Management: Go to User Management and find the user you’d like to restrict. Click on the display name to open their user settings.
3. In the user profile click “Manage” next to Types and Saved Views.
4. Admin Restricts User to Specific Types
In the Types section, check "Can only see selected types" and select the types that this user should have access to. Click "Close" and then click "Save" to apply the restriction.
5. User Attempts to Create a Project
Now, when the restricted user signs in via the mobile app or web app and clicks “Create Project,”
they will only see project templates associated with their assigned types. Any client-specific templates outside of their allowed types will no longer be visible.
Comments