Looking to design a secure, personalized experience for your users? With Gated Lists, you can manage users’ access to content within your app. When users log in, they will see the content specifically provided to them.
First, add Custom Lists to your guide, and make sure to configure your Users & Groups.
Set up Gated Lists manually
To manually manage users’ access to content, open a Custom List in Builder. Navigate to the Visibility tab.
Choose which users will be able to see this Custom List:
- All users - Anyone will be able to access this content. (Log in is not required.)
- These specific users/groups - Type in the names of the users and/or groups you would like to give access to this content. (Log in is required.)
Then click Save.
If your guide is already published, be sure to publish updates. If your guide is not published yet, the Visibility settings will go into effect once you publish your guide.
Set up Gated Lists via template
By default, each Custom List will be visible to All Users. To quickly assign Custom List content to specific users, you can use the Viewers template spreadsheet we provide.
Open a Custom List in Builder and navigate to the Visibility tab.
Click Import from file. Then select a template spreadsheet to download.
In the spreadsheet, add the email addresses for the users who should have access to this Custom List content. Make sure to input one email address per row in the spreadsheet.
Then, return to Builder and click the Select file button.
After selecting the template spreadsheet file from your computer, click the Import data button.
If your guide is already published, be sure to publish updates. If your guide is not published yet, the Visibility settings will go into effect once you publish your guide.
Reviewing assigned content
If you would like to review which content is visible to which users or groups, visit the Audience Management page from your guide dashboard.
In either the Users tab or the Groups tab, click on a user or group name. Then navigate to the Content Visibility tab.
The Custom Lists that are visible to all users will not appear here; this view shows the Custom Lists assigned to this user or group specifically.
You can quickly check your work with this at-a-glance view.
To edit Visibility settings for content, click on the Custom List name.
Be sure to remind your users to log in when you promote your guide.
FAQs
How many Custom Lists can I assign to one user or group?
As many as you would like!
How do I remove access to content?
Visit the Visibility tab for the Custom List you’d like to manage. Find the user(s) and click the “x” to remove their access to that Custom List’s content. Be sure to save and publish updates.
How do Gated Lists work when I link content together?
You can connect Schedule Sessions to Custom List Items -- or even Custom List Items to each other — with linking. For example, you might have a Schedule Session for a committee meeting, and you link the agenda or other documents from a Custom List that only those committee members should be able to see.
When your users log in, they will only see content they are allowed to see. So your Group of commitee members will see the agenda and other documents, but users who don’t have permission will not see the linked content.
Take secure personalization a step further with Preset Schedules.
How do Gated Lists work when I pin a list item to the menu?
Have you added one-tap menu items for quick navigation? For example, you might have pinned content for staff members, and only this Group of users should see it.
When your users log in, they will only see content they are allowed to see. So your group of staff users will see the one-tap menu item, but users who don’t have permission will not see that pinned content.
Publish your guide early to test and refine your end-users’ experience!