Locking Content by Account Types

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

🔹 Step 1: Open Admin Settings

  1. Tap the Lightning Bolt Icon ⚡ → Administrative Superpowers.
  2. Select All Screens.

🔹 Step 2: Choose the Screen You Want to Restrict

  1. Find the screen you want to restrict.
  2. Example: “Staff Resources” screen containing internal documents.

🔹 Step 3: Set Access Permissions

  1. Scroll to the bottom of the screen 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 screen 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. 🔐✨


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