View management
As an admin, you can browse your views and assign them to your BusinessShop catalogues to control access to assortments. You can also remove catalogues directly within a view and get catalogue details in one place.
Open ‘Organisation’ and click on ‘View management’.
In ‘View management’ you will see all the views created for your account. Each view appears as a separate tile showing:
The view name
A description (if available)
The number of assigned catalogues
Click on a view to see which catalogues are currently assigned to it. For each catalogue, you can see the BusinessShop name, the associated transaction model and details about the BusinessShop, such as its available product range.
To make additional catalogues available to users assigned to a view, follow the steps below:
Click on the view you want to assign.
Select ‘Manage catalogues’.
A sidebar opens, showing the available catalogues.
Select the catalogues you want to assign. You can also search for the relevant catalogue by name.
Click ‘Save’.
The selected catalogues are now assigned to the view and are available to its users.
To remove a catalogue, follow the steps below:
Click on the view you want to make changes to.
Select ‘Manage catalogues’.
Uncheck the box for the catalogue you want to remove.
Click ‘Save’.
If you no longer want to remove the catalogue, click ‘Cancel’ to close the sidebar without making any changes.
If you need help adding, removing or editing views, please get in touch with your Unite representative or contact the Unite Sales Team.
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