Did You Know Inclusion and Exclusion tags can be used to control part viewing rights?

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Inclusion and exclusion tags are a method of controlling which users see which parts on a more targeted basis than part categories and user groups assignment.

How inclusion and exclusion tags work:

  • A part with an Inclusion Tag will ONLY be shown to users with that same tag.
  • A part with an Exclusion Tag will NOT be shown to users with that same tag.

These tags can be created on a part or user. Once a tag is created, more parts and users can be added through the Tag Manager.

Benefits to the Client

  • Control part access on a more granular level.
  • Limit access to parts to specific users without creating a part category.
  • Give users access to parts that have not been assigned to their user group.

How It Works

Let’s look at an example.

Say you don’t want Billy to have access to the promo golf balls part, but he needs access to all the other promo parts in the part category his user group is assigned to. 

You can create an exclusion tag:

  1. Go to Billy’s user details page in the back end.
  2. Click on the Manage Exclusion Tags button.
  3. Create a name for the exclusion tag and then click Save Changes.

From here, there are two ways to use this new exclusion tag.

  1. The first way is to go to the promo golf ball’s part page and click Manage Exclusion Tags.
  2. Search for the name of the exclusion tag that was created and then click Save Changes.
  3. Now Billy will not be able to see the part.
  4. The second way is from the Tag Manager module. Click Tag Manager in the menu of the customer detail’s page.
  5. From here you can see all exclusion and inclusion tags that have been created and change which users and parts are included in each.
  6. Find the new exclusion tag and click Details.
  7. Search for the promo golf ball part and hit the Add button.

Portal Admins can also set up and assign tags to users and parts, from the Admin / Parts and Users details pages in the portal. 

If you have any questions or need support, you can contact our support team at: support@propago.com or 512-887-5847

Find all of our Did You Knows here: Knowledge Library

Published by Austin Wyman