Adding a rule

A rule is a setting customization that you can make to determine the access of a user or a group of users to features when that access is different from the default. For example, if only certain users can create personalizations, your default setting for the option Enable the personalization tools is disabled. By default, users cannot make personalization if the setting is disabled. Then, create a rule that can turn on Enable the personalization tools, that is, personalizations would be enabled for those users.

  1. From the M3 navigation menu, select Administration Tools > H5 Administration > H5 Settings tab.
  2. Select the setting to be changed and click the Browse button.
  3. Click Add rule.
  4. Specify a name for the new rule. Use a name that describes the purpose of the rule. For example, if you are creating a rule to enable M3 managers to change personalizations, you can use Enable user personalizations for M3 managers.
  5. Toggle the Value button to enable or disable the setting.
  6. To add users individually, specify a User ID and click Add.

    To add users by role, specify a Group ID, or click the group selector on the right corner of the Group ID field and select a group. Click Add.

    Users or groups that are added are displayed in the box. To remove users or groups from the box, select the users and click Remove.

  7. Click OK.
  8. Click Save.