Locking Content by Account Types

🔐 Step-by-Step: Restrict a Portal to Specific Account Types

🔹 Step 1: Open Admin Settings

1. Open the Onespot Admin Panel.
2. Tap the Lightning Bolt Icon → Administrative Superpowers.
3. Select All Portals.

🔹 Step 2: Choose the Portal You Want to Restrict

1. Find the portal or screen you want to lock down.
2. Example: “Employees Only” portal containing internal documents.

🔹 Step 3: Set Access Permissions

1. Scroll to the bottom of the portal settings to find the Access section.
2. Click "Restrict by Account Type".
3. Select the specific account types that should have access (e.g., Staff or Administrators only).
4. Save Changes.

🔒 Note: If you don’t see this feature, reach out to Onespot support to have advanced access controls enabled.

🔹 Step 4: Test the Restrictions

• Log in as a visitor (or another restricted account type).
• You’ll see that the protected portal is now hidden from their view.
• Only users with authorized account types can access the screen.

Why Use This Feature?

Restricting content by account type ensures your app remains secure, organized, and role-specific. From staff-only documents to parent-specific forms, this feature helps you streamline visibility while protecting sensitive information. 🔐✨