Users that are able to manage Banner and Webinars:

  • CS-GBU CRM Champion
  • CS-MSP-Utility
  • Novecare business users with permission set 'Reports and Customer Product Association Management'



Table of contents


Definition

 The banners and webinars are maintained by business in the utility object. 

Novecare users can choose the type of visibility according to:

  • Corporate Group: All contacts that belong to the corporate group selected will see the banner/webinar
  • Account: Only contacts related to the account will see the banner/webinar
  • Market: Banner/webinar visible for the Markets selected
  • No selection: Visible to all  

Other fields:

  • URL Banner: Redirects user to an outside download a file or a link to a page 
  • URL Webinar: Shows the webinar video
  • Collection: Allows the selection between Banner and Webinar
  • Image URL Banner: Shows image in the banner
  • Image URL Webinar: N/A
  • Title: Shows a title for the content title
  • Text content: Shows a description for the content

Accessing points

Data Model & Security

Who can see Banners and Webinars list views on the utility object:

  • CS-GBU CRM Champion
  • CS-MSP-Utility

Who can edit the Banner and Webinars records on the utility object:

  • Users with the permission set 'Reports and Customer Product Association Management'

Record type name:

  • Community Content

List views names:

  • MSP - Banner
  • MSP - Webinars

NOTE: If user does not see the banner check if contact has access to the Market