How to set Customer Permissions

When creating a Product or Template you are asked to set customer permissions to ensure the correct people can see your product or template.

3 options are provided:

Only customers I add to the list below

For Templates. Only the Customer Account Codes you add to the list can see this Template.

For Products. Only the Customer Account Codes you add to the list can see this Product.

Only customers from categories I add to the list below

For Templates. Only the Customers associated with this Category/Microsite Code can see this template (used for w3client and w3shop).

For Products. Set your Customer permissions to Workgroup and use the Availbale Products Filter under Categories & Microsites to make speicifc products available to all customers in your selected category.

Only customers from workgroups I add to the list below

For Templates. Do not use this option for templates.

For Products. This option makes your products available to every Customer, Category & Microsite in your Workgroup.

Use the Available Products Filter on the Category & Microsite page to make specific products availbale to customer in this your Category/Microsite.