How to use language and regions to manage publications


With the use of regions and languages you can make sure to only display those publications for your sales colleague, that are needed based on their language setting and geography. 

When users set their language in the app, they will only see the publications of the selected language and of the default language of the enterprise. If they use multiple languages during their job, they can easily switch between them or multi-select languages to see the relevant publications.

By using regions it is easy to control access to content based on country or regional differences. For example: If there are different prices regionally but the language is the same as for the UK, US and Australia. They will see all English publications but only the price list of their country/region.
In contrary to the use of languages, regions are controlled by the enterprise admin and can not be changed by the users in the app.

1. Languages

1.1. Define the languages in the Portfolio Manager

Login to the Portfolio Manager > click on the 'Settings'-icon in the top menu > 
choose 'Language & region' > click on 'Languages settings':

Here you can add the language needed for your enterprise via the '+ Add language'-button and define the default language by activating the slider in the relevant language line.

The default language will be applied to new publications without a specific language setting. All publications with the default language will be shown in the app for all users, no matter what language they have chosen.

1.2. Set the publication language

When uploading publications you can set a language for them in the first tab of the pop-up that appears:

1.3. Set the language of a library

By opening the settings of a library

And clicking on the tab 'Advanced'

You can define the default language and region of this library - and automatically the linked collections.

1.4. Change the language in the app

A user can click on the 'Settings'-icon in the app:

To change the displayed language:

Based on this setting only the publications with the default language and the publications with this specific language will be shown.


2. Regions

2.1. Create regions

Login to the Portfolio Manager > click on the 'Settings'-icon in the top menu > 
choose 'Language & region' > click on 'Regions':

A default region will already be created and used for publications where no region is specified. If wanted you can of course create another default region for your enterprise.

2.2. Assign regions to publications

When uploading a publication, you can also set the region for it, in the third tab of the pop-up that appears:

2.3. Assign regions to users

You can assign the regions on user level, in the tab 'Regions' of the user settings:

Or do it for multiple users straight away, via the user groups settings:

Users will see the publications of all the regions assigned on their level and of the user groups they belong to.  


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