4. Creating Personalized User Sections

As explained above in Section 3, “Creating Restricted User Sections”, users with the role of "Administrator" or "Superuser" create restricted user sections by defining rubric access rights. For that purpose they have to configure the rubric settings and specify which user group can access the restricted rubric. In the ConPresso backend, no action is required of editors who are creating or editing articles in a restricted rubric.

It is different with personalized rubrics. When editors are creating or editing articles in a personalized rubric, they have to specify which user group(s) should be allowed to see the article in the frontend of the ConPresso project.

The procedure of creating a personalized rubric is similar to that of creating a restricted rubric. The following paragraphs will give a short example.

A personalized rubric can be used for realizing a personalized business partner section, for example, where different information is available for different business partners after login.

[Tip]Tip

The example given here can be found on ConQuarium AG-Website in the section "Partner - News".

4.1. Your Task

Realization of a personalized business partner section where "Standard Partners" and "Premium-Partners" can view different information on prices or discounts, for example. Business partners A and B shall be defined as "Standard Partners" and Business partners C and D shall be defined as "Premium Partners".

Step 1 - Create User Groups

Create the user groups "Standard Partners" and "Premium Partners" in the ConPresso user administration. Click on the entry “Create group” in the menu “Users” to open the view “Create group”.

Enter the group name "Standard Partners" and the name "Premium Partners" into the field “Group”. Optionally you can add a description of the groupa into the field “Group description”. Click on the button “Save” to create these new groups.

Step 2 - Create User

Create user accounts for business partners A, B, C and D as described in Section 2, “Create User” and define partners A and B as members of the group "Standard Partners" and partners C and D as members of the group "Premium Partners".

Step 3 - Create Rubric

Please create the rubric "Partners - News" as described in Section 1, “Creating a Rubric”.

Step 4 - Define Rubric Access Rights

Click on the entry “List rubrics” in the menu “Rubrics” and open the rubric settings of the rubric you want to personalize: "Partners - News". Select “Personalized rubric” from the dropdown menu of “Rubric type” in the basic rubric settings.

Confirm your settings by clicking on the button “Save”.

[Note]Note

In the list view “Rubrics” the symbol of an open lock in the column “Info” indicates that a rubric is personalized and a closed lock indicates a restricted rubric. The symbols are also displayed next to the rubric name in the dropdown menu of the title bar after you have selected a rubric.

Step 5 - Create an Article in a Personalized Rubric

Creating an article in a personalized rubric differs slightly from creating one in a public or restricted rubric.

The editor has to specify which user group should be able to see the article in the frontend of the ConPresso project. When creating or editing an article in a personalized rubric, the editor will find the option “Group access” with checkboxes next to the names of all existing user groups in the section “Article metadata”. By checking a box the editor authorises the respective group to view that article in the personalized rubric.

If the editor checks the box of the group "Standard Partners", the article will be displayed for members of the group "Standard Partners" a soon as they have logged in on the partner section of the ConQuarium AG website.

[Caution]Caution

If the editor does not select a user group, the article will be visible for all groups and visitors of the frontend!

Finally, you can practice dealing with personalized rubrics by creating articles with the specifications listed in the table below.

Table 16.1. Personalized Articles

ArticlePersonalization forBox(es) checked in “Group access
1This article shall be available for all partners, but not for users that are not logged in.Standard Partners, Premium Partners
2This article shall be available for "Standard Partners" only.Standard Partners
3This article shall be available for "Premium Partners" only.Premium-Partner
4This article shall be available for every visitor, even if they are not logged in.none

Of these four articles the only one that will be visible for every (not logged-in) visitor who calls up the rubric "Partners - News" will be article 4, as this is the only article you have not personalized.

If business partner A or B ("Standard Partners") logs in at the frontend of the ConPresso project, only articles 1, 2 and 4 will be displayed. If business partner C or D ("Premium Partners") log in, articles 1, 3 and 4 will be shown.

Once a user has logged in at the frontend of the project ConPresso has identified him or her and the user will not be prompted to log in again for viewing other restricted or personalized sections.

In contrast to restricted rubrics, personalized rubrics do not automatically prompt users to log in. This brings up the question where exactly users should log in at the frontend to view the articles available for the group he or she is a member of. For more information on that topic please read Section 5, “The Functions "Login", "Reset Password" and "Change Password"”.