Tagging within a document

This document offers an example of how you could set up your own test file to set up your own unique scenarios and test user, group, scope, and license combinations that might be applicable to your installation.

Note: A full set of linked files and setup instructions is available as a ZIP file that you can customize, upload, and test. To get a copy of the doc tagging ZIP file, contact Technical Support.


Setup steps

The sections below use different types of doc tagging. In each section, the title and explanatory text is visible to all; then there is a line of tagged text that will be visible only to authorized users. You can use this to test whether your visibility settings are set up correctly.

To test visibility you'll have to set up the following:


No tagging: Text visible to all users

The text below will be visible to all users as there is no tagging.

This text is visible to all users as there is no tagging.


Tagging by user: Text visible to users who are logged in (registered users)

The text below will be visible only to users who are logged in.

This text is visible only to users who are logged in.


Tagging by user: Text visible only to anonymous users

The text below will be visible only to users who are not logged in.

This text is visible only to users who are not logged in.


Tagging by role: Text visible only to Site Admin

The link below will be visible only to users with the role of Site Admin.

site-admin.html

Tagging by role: Text visible only to Business Admin

The link below will be visible only to users with the role of Business Admin.

business-admin.html

Tagging by role: Text visible only to Site Admin or Business Admin

The link below will be visible only to users with the role of either Site Admin or Business Admin.

site-admin-or-business-admin.html

Tagging by role: Text visible only to user who is both Site Admin and Business Admin

The link below will be visible only to users who are both Site Admin and Business Admin.

Note: When tagging by role, if multiple roles are referenced in the tag, by default a user with just one of the roles can see the content. However, you can use the AND operator, as in the example below, to specify that the user must have multiple roles in order to see the content.

site-admin-and-business-admin.html

Tagging by role: Text visible only to user who is both API Admin and Business Admin

The link below will be visible only to users who are both API Admin and Business Admin.

api-admin.html

Tagging by scope: One public scope: text visible to all users

The link below will be visible to all users since it is tagged for one public scope, public-scope-1.

public-scope-1.html

Tagging by scope: Two public scopes: text visible to all users

The link below will be visible to everyone, since it is tagged for two public scopes, public-scope-1 and public-scope-2.

two-public-scopes.html

Tagging by scope: One private scope: text visible only to users with access to this scope

As private-scope-1 is private scope, only user who has access to private-scope-1 will see the link below. Business Admin, API Admin, Registered User 01 (assigned to public-private-group-1 which has public-private-license-1), Registered User 02 (assigned to private-group-2 which has private-license-1) will see the link below.

private-scope-1.html

Tagging by scope: One public and one private scope: text visible only to users with access to the private scope

The link below will be visible only to users with access to private-scope-1, since public-scope-1 is public and private-scope-1 is private.

Note: When tagging by scope, if multiple scopes are referenced in the tag, the user must have visibility of both scopes in order to see the content. In all other types of dynamic tags, if multiple scopes are referenced, users must have visibility of just one of the scopes in order to see the content.

public-and-private-scope.html

Tagging by scope: Two private scopes: text visible only to users with access to both scopes

The link below will be visible only to users with access to both private scopes, since it is mapped to two private scopes, private-scope-1 and private-scope-2.

two-private-scopes.html

Tagging by license: Public license mapped to two public scopes: text visible to all users

The link below will be visible to all users, since public-license-1 is mapped to two public scopes, public-scope-1 and public-scope-2.

public-license-1.html

Tagging by license: Private license mapped to two private scopes: text visible only to users with access to both scopes

The link below will be visible only to users with access to both private scopes, since private-license-1 is mapped to two private scopes, private-scope-1 and private-scope-2.

private-license-1.html

Tagging by operation: Operation mapped to two private scopes: text visible only to users with access to both scopes

The link below will be visible only to users with access to both private scopes, since the operation-targetted tag is mapped to two private scopes, private-scope-1 and private-scope-2.

operation-targetted.html