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New Restricted-view Client Creation (Not User Creation)

Overview

This how-to covers the creation of a new Turell Group client who has a restricted view i.e. cannot see all Turell Group content, including content of other TG Clients.

Establish Client Name for use by the filter

From the contextual menu (Hamburger i.e. three short horizontal lines) in the top right -> System -> Resource types -> find Global and click Metadata Fields on the right. If you do not see System, then your user account does not have the appropriate priveleges to complete this operation. Please contact Lindsey or Mark.

Then find the client row and under the Tools column, click Edit

under Tools ->

Find Options, between Field type and Automatic ordering -> Click Manage options.

Then

In the first field under the list of other clientsclients, type in the new client name or abbreviation. Best to keep it short.short - similar to the other entries. When done, click Add, the change is immediate (no additional save buttons need to be clicked.)

System

Create the filter
  • Contextual menu in top right -> Manage filterSystem -> [Filter
In the field to the right of Create filter with name...] clientfilter-overleaffill Clickin Createthe client name and thenclick editCreate. Please use a name similar to the rule.others present i.e. clientfilter-name, e.g. clientfilter-overleaf or clientfilter-moc. If you can, use the same name for clientfilter-name that you used above. Click Create. Click Edit to the right of the rule you just created. Click Add filter rule,rule, then change to: client | IS | overleafname, with name being the same one created in the initial step.

Note: The above are all pop-up menus with valid options available. Next, click "Add filter rule."

Do not change any other option. Click Save.Save.

System

Group creation and filter usage
  • Contextual menu in top right -> Manage user groupsSystem -> User groups
Near the bottom look for the Create user groups called... field. Please try to maintain the existing format, e.g.
  • Client -> [Market of Choice
Client - Overleaf, Fireside]Fireside

Note: It is OK to use the full name here, with spaces, capitals, etc, but Mark recommends avoiding the use of any special characters beyond -, _, and ., though the field may accept much more than that.

When done filling out the name, click the Create button. In the Permissions ->section, there is no need to launch the permissions manager, instead, just paste in the following:

s,g,d,e0,e1,e2,f1,f8,f18,U,E

From the Parent ->pop-up menu, select General Users. Fold down "Advanced options"options and from the "Search filter"filter pop-up choose the previously created filter, insuch thisas caseclientfilter-name. clientfilter-overleaf. Click Save.Save.
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