BenSelect:Admin:Form Library:Document Properties:Visibility Tab

The Visibility tab allows you to set the visibility of a form based on the Location and/or Job Class of an employee. This is helpful if you want a document, such as a benefit guide, to only display to certain demographics of the employee base.

The default setting for a form is “Visible to all - Yes”.

To restrict the visibility of a form:

1. Click the Visibility tab.
2. Set the Visible to all toggle to No. The Locations and Job Classes for the case are displayed.
3. Select the Location(s) for the form. Additional job classes may display.
4. Select the Job Class(es) for the form.
5. Click Save. You can use the All and None buttons to select/deselect all Locations and Job Classes.