Topics Template

In general, a contact under an account can view all the public solutions under self service login portal. You can restrict this permission by assigning topics template to an account. The solution topics can be grouped together to form a topic template and assign to an account.

For Ex : Create a topic template by the name Warranty and group the solution topics - warranty and replacement queries. Assign this topic template to an account say, Acme. John, a contact associated to Acme can view the solutions grouped under the topic template Warranty. Thus restricting the permission to view all the solutions in the self service portal.

The template can be used by other accounts but one account cannot have multiple templates. To assign topics template to an account refer Assign Templates under Accounts module..  

Adding Topics Template

1. Login to the SupportCenter Plus application using your user name and password.

2. Click the Solutions tab in the header pane. This opens the solutions list view page.

3. Click Topics Template link on the top right hand side of the page. The list of available templates will be displayed.

4. Click Add New Template button on the right hand side of the page.

5. In the Add Topics Template page, specify a unique Template Name in the given text field. This is mandatory field.

6. Enter brief Description about the template in the respective text field.   

7. Tick the Topics to be grouped under the template. For ex. Support Queries, General and so on. This is mandatory.

8. On clicking Save, the newly added Template will be listed along with the available templates.

Editing Topics Template

1. From the available templates page, click the edit iconbeside the template which you wish to edit. This opens the Edit Topics Template page.

2. Make the necessary changes and click Save.

Deleting Topics Template

1. From the available templates page, click the delete iconbeside the template which you wish to delete. A pop-up window confirming the delete action appears.

2. Click Ok to confirm the delete operation. The template gets deleted from the list of available templates.