Understanding Portal Views
Many companies have a need to display separate article subsets to different groups of their Knowledge Base visitors. This can be accomplished with the Portal Views feature.
There are four steps necessary to setup Portal Views:
- Edit Contact Settings
- Add/Edit Portal Views
- Edit the Contact Record
- Edit the Article
Below are some scenarios where this feature might come in handy:
- A software company that wants a separate dataset for consumers, field representatives and resellers.
- The company wants their consumers to see all product documentation, reviews and advertising.
- However, they want their field reps to see all documentation pertaining to the products they are certified to service
- And lastly, the company would like their resellers to have access to sales toolkits, product demonstrations and consumer demographics.
- A manufacturing company that would like to display for their customers only those articles that pertain to the products they've purchased.
- A governmental organization that wants to display the Standard Operating Procedures for multiple divisions.
- A company that manufactures product offerings for different vertical markets like Art Supplies and Toy Resellers. You can setup Portal Views so that Art Supply customers can see their articles without the need for authentication but Toy Resellers, when they login, would only be able to see the portal views that are configured for them.
Some notes to remember while setting up Portal Views:
- You can create multiple Views.
- You can assign multiple Views to a contact.
- You can assign multiple contacts to a View.
- However, an article can only be assigned to one View. If you have a need to assign an article to more than one group of contacts, place that article into its own View; then assign the contacts to this view.
- Contacts must login to see their assigned views.
- When logged in, Contacts will see articles based on their Portal View and their Contact Role.
Sub Articles
Creating Portal Views