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Using Topics Template, you can group specific topics under a template and assign this template to an account. Thus restricting the contacts, associated to the account, to view only solutions pertaining to the topics grouped under the template.
You can assign specific Topic Template to accounts from the accounts list view page. This template can also be used for other accounts, however multiple templates cannot be assigned to an account. To create topics template refer Topics Template under Solutions module.
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1. Topics Template can be shared by other accounts.
2. A single account can be assigned to one topics template.
3. When users without accounts log into SupportCenter Plus, you can configure the corresponding solution views under Admin -> Settings -> Solution View.
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Assigning Topic Template
Click the Accounts tab in the header pane to open the Accounts list view page.
Enable the check box beside the account you want to assign topics template and click Topics Template drop down.
Select the Assign Template option from the list. The Assign Template page opens as shown below,
Select a Topic Template from the drop down list.
Click Assign button.
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On assigning the Topics Template to an account, the solutions related to the topics template can be viewed by the contacts (associated to the account) once they login to the application using their login credentials. |
Unassigning Topic Template
From the Accounts list view page, enable the check box beside the account name to be unassigned of topics templates.
Click the Topics Template drop down and select the Unassign Template option. You can see the topics name removed under the Topics Template title in the All Accounts page.
Viewing Topics Template
To view the Topic Template assigned to an account,
From the accounts list view page, click on the Account Name. The Accounts Detail page opens.
Under the Account Details block, click the hyperlink of the Topics Template name to view the services provided.
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