Do you want content only available to certain members? Are you tired of manually adding and removing Security Roles to your customers so content on your website is secured to a specific group? Then the answer to your problem is to use Dynamic Groups.
A Dynamic Group is a way to identify individuals who can have access to content based upon an IQA. Here are the steps you take to implement a Dynamic Group:
First, create a query in IQA that returns all of the contacts matching the criteria needed to access the content you want to control.[Requirements: At least one query source must include the ContactKey property which is included in any NetContact business object and the property should be selected as a display column]
Once the initial query is created, you can use it to create a group. Click on the ‘Group’ tab in IQA, and give your new group a unique name.
Choose the Contact Key property from the drop down for the contact key column. [Note: if your query contains more than one NetContact business object, make sure you select the appropriate ContactKey belonging to the contact to be included in the group]
Click on the ‘Create Group’ button. iMIS will create the dynamic group and add the result set of the query to the group. [Note: Group names must be unique once all special characters are removed]
You can also schedule automatic group refreshes by selecting an option from the dropdown next to “Refresh members every”. Choose: “Day”, “Week”, or “Month”. This determines how often the IQA will be run to refresh contacts in the group.
Lastly Secure the Content:
1. Go to RiSE > Manage Content > Page Builder
2. Click on Content Page you want to Secure
3. Click Access Settings tab
4. Click on Specific Roles and Uncheck “everyone”
5. Click on Specific Groups
6. Click Add group
7. Click Find screen
8. Set Type Equals “Dynamic Group”
9. Name Contains – type [name of group]
10. Select group
11. Click ‘Okay’
12. Publish Content
Want the information for creating Product Groups go view our how to video by clicking here.
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