Monday, November 5, 2018

Provide access to Employee Center Role to view the list of Vendors and Customers


A. Create Saved Searches
1. Navigate to Lists > Search > Saved Searches > New > Vendor
2. Enter Title (All Vendors Search)
3. Mark the Public check box
4. Click on Save button
5. Navigate to Lists > Search > Saved Searches > New > Customer
6. Enter Title (All Customers Search)
7. Mark the Public check box
8. Click on Save button

B. Create Presentation Tab
1. Navigate to Lists > Web Site > Tabs > New > New Presentation Tab
2. Enter Label (Customers and Vendors)
3. Select Employee Center role on the Audience: Roles box
4. Click on Save button

C. Publish the Searches
1. Navigate to Lists > Web Site > Publish Saved Search > New.
2. Enter Title (All Vendors).
3. Select All Vendors Search on Saved Search field.

4. Select your preferred website on the Site field.
5. Select Customers and Vendors on Subcategory of field.
6. Select Employee Center role on the Audience: Roles box.
7. Click on Save button.
8. Navigate to Lists > Web Site > Publish Saved Search > New.
9. Enter Title (All Customers).
10. Select All Customers Search on Saved Search field.

11. Select your preferred website on the Site field.
12. Select Customers and Vendors on Subcategory of field.
13. Select Employee Center role on the Audience: Roles box.

 

No comments:

Post a Comment