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Limit offer availability

It is possible to make an offer available only to certain user roles and/or users. Use availability defined at the offer level to make sure that the offer will be available only to the specified user roles and/or users regardless of its category assignments.

To limit the availability of an offer, do the following:

  1. Open the offer in offer detail and switch to the edit mode.

  2. Toggle the Offer is only available for selected user roles or users switch to the Yes position. Three possible ways of availability specification get displayed. Use the one which fits your case:

    1. User role(s) only

      Select this option to make the offer available to all members of one or more user roles already defined via USU user management.

      In the Select user role(s) dropdown, select one or more user roles. The dropdown offers only user roles specifically defined for the Shop application.

    2. User(s) only

      Select this option to make the offer specifically available to certain users regardless of their affiliation to user roles.

      In the Select user(s) dropdown, select one or more users. The dropdown offers all users who are allowed to use the Shop application. It utilizes an auto-complete functionality to automatically fill in available values matching the typed string.

      Note that the preferred way is availability specification via user roles. Specification via individual users should only be used in special cases, such as when the offer is to be available to a limited set of users which does not justify the creation of a user role via USU user management.

    3. Both user role(s) and user(s)

      Select this option to specify the availability of the offer by a combination of user role(s) and user(s). For example, make an offer available to all members of a certain user role plus selected individuals belonging to other user roles.

      Similar to the point above, this option should be used only if the situation does not justify the creation of a corresponding user role.

  3. Click Update offer at the top of Offer detail to save the changes.

    Note that toggling the Offer is only available for selected user roles or users switch to Yes makes specifying one of the availability options mandatory. To save the offer without any availability restrictions, the toggle must first be switched back to the No position.

End user perspective

Users not fitting the specified availability criteria will not see the offer. Offer availability can be used e.g. to further deepen the restrictions imposed by category availability. For example, making a whole category available only to the HR user role and additionally some of the offers in the category only to members of the management will make the specific offers available only to users who belong both to the HR user role and the management user role.

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