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  1. Dashboard only

  2. Dashboard and Catalog

  3. Dashboard and Request

  4. Dashboard, Catalog, and Request

  5. Dashboard, Catalog, Cart, and Request

  6. Catalog only

  7. Catalog and Request

  8. Catalog, Cart, and Request

  9. Request only

Steps to configure the views

Navigate to the Catalog add/edit page and ensure you see checkboxes to configure the access as below.

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Display option

Displayed View

Additional Information

Dashboard

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Dashboard

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Catalog

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Catalog (Column, Filters)

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If you uncheck the ‘Catalog’ display option, the ‘Review Cart’ option also gets marked as unchecked by default.

Review Cart

All default fields should be visible on the Catalog add/edit page. For default field information, refer to the Managing Catalogs page.

Catalog, Column, Filters, Search option for columns and filters, add to cart on the selection of samples, cart.

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If you check the ‘Review Cart’ option, the ‘Catalog’ and ‘Request Form’ checkboxes will be defaulted to check.

If you uncheck the ‘Review Cart’ option, the ‘Catalog’ and ‘Request Form’ checkboxes will not get marked as unchecked by default. You will need to do it manually.

Request Form

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Request Form 

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The request looks like the one below, without any specimen details.

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If you uncheck the ‘Request Form,’ display option, the ‘Review Cart’ also gets marked as unchecked by default.

 

Catalog and Request Form

All default fields should be visible on the Catalog add/edit page. For default field information, refer to the Managing Catalogs page.

Please submit a request for the Catalog, Column, Filters, and Search options for columns and filters.

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