Restrict Web Content to Members or a Specific Group (Desktop version)

Question
How do I restrict web content to only be available to members or a certain group?

 

Resolution

You can set any Web Content record as restricted, which will require the user to log in with their username and password to view the content.  This also allows you to track who is viewing the content, and when.

1. Go to Communication > Web Content Management > Edit/View Web Content. 

2. Search for the content record you want to restrict, select it, and click the View Selected Content Records button. 

3. Click the Access Restrictions tab.

4. The first sub-tab is the Restrictions tab. Checking Restrict For Members Only will only allow the content to be viewed by profiles who are members (login will be required). Checking Restrict For Affiliations will lock the content to be viewed by profiles that are assigned to the selected affiliation codes. When Restrict For Affiliations is chosen, the Affiliation drop-down becomes available and when you choose an affiliation, the Add Affiliation Button is active.  The chosen affiliation codes are shown in datagrid underneath.

5. The next sub-tab is the Restriction Details.  The E-mail address to be notified whenever this content is accessed will receive an e-mail whenever this content item is viewed on the web. Checking 'Show this restricted content in the web content list as teaser content' will show the content in lists with a lock on it if the user doesn't have access.  If it is unchecked, the content will not appear at all.  Finally, the Restricted Access Message will appear when a user clicks on content that is locked to them.  BEST PRACTICE: Tell them what they need to do to access this content and who to contact to do so. :) 
        
6. The Content Views tab shows which profiles viewed the content and when.

7. Once you have set the restrictions and details on the first two tabs, be sure to click Save at the top to save your changes.

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 This feature is included or available for purchase with the following MC Trade packages.

 

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