Hello,
I'd like to know how to implement content restriction in taxonomy Employee Center. I want to restrict one of the child topics of the taxonomy, so for example when I enter HR from "Mega Menu" some subtopics should be visible only for managers.
How do I do that?
Hey @ramanjaneyuK -
Correct - which all comes from the taxonomy being used, which will still tie into the record producers being shown onto the taxonomy. The ones you are pointing out are IT side of things from the Taxonomy being used:
Jumping into the Topic of Technology Services you have the Connected Content and Child Topics:
Then you could jump into those Connected Content and Child Topics. And it keeps going - if you are looking to hide those main topics from certain users, then you need to create User Criteria / HR Criteria with a condition that meets your needs.
Everything connected to hardware, etc., needs to have criteria around it to be either available for certain users or not available for certain users.
Say you went through your taxonomy as I pointed out above. Clicking all the way into Hardware in the above screenshot, and then Computers next:
Now, ootb Computers has 17 Connected Content. You would see Knowledge and Catalog Item. From the Catalog Item column, you would see something like Developer Laptop (Mac). Clicking into that brings you to the Record Producer/Catalog Item form which displays the request form on the portal side.
Scrolling to the bottom brings you to the related list section, where you will see Available for and Not Available for.
This is where the User Criteria comes into play. I am going to put Any User (HR Criteria) that I created, into the Not Available For tab as an example. The criteria needs to have a condition added to it to follow. Making sure you are in the correct scope; you will see an Edit button with the tabs (if you would want to create a new criteria from here, just click New instead of Edit):
Clicking Edit will bring you to your list of Criteria already available and you can make your selection to add into the Not Available for column. The name of my HR Criteria is "Any User (HR Criteria). The condition I am adding to it will be any active user (just for this example).
If you create your own as I did, once you are back onto the HR Criteria record, you will want to click Create User Criteria Related Link so that the User Criteria is automatically created for you.
My related link currently says to Deactivate it, but that is because I already clicked on it to create:
Now back on the catalog item form, click that Edit button, locate the criteria you want to use and add it.
Once all is saved/updated, I will not impersonate a regular employee on the portal:
FIRST However, I am removing the new criteria to show you first how I can see the Developer Laptop (Mac) on the portal:
Now adding back my new criteria onto the Not Available for:
Now that item is missing.
So, you would need to do that to ALL things connected to those Main Topics. As another example: if I were go through all of those things connected to Hardware, the main topic of Hardware will be removed from the mega menu as nothing connected to it is allowed to be viewed based on the criteria you use.
You could do the same by using Available For tab as well. If someone does not meet your criteria for the Available For, then those users would not see the item(s).
If you would like more context, here is another post where I talked about the same thing:
How to hide parent topic on the mega menu based on user roles in Employee center
I hope this helps - please reach out if more help is needed and I will try my best to assist.
Cheers,
-Rob
