--- title: "Display Content based on User Roles" slug: "display-content-based-on-user-roles" updated: 2025-03-10T09:06:46Z published: 2025-03-10T09:06:46Z --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Display Content based on User Roles Whatfix enables you to show different content to different users with the use of Role tags. For example, an admin user can be shown more and different content when compared to a basic user. This helps in targeting information based on what users can do on your application. Whatfix needs user information from your application to do this and one of the ways that the user's role is passed on to Whatfix is by using a Window Variable. Other ways to distinguish between users are also described in the following sections. Step 1: Create Tags Role-specific tags have to be created for each role. For example, if you have 3 different roles (admin, editor, and translator) you have to create tags for each role. Use the following steps to create a role tag: 1. On the Whatfix Guidance dashboard, click **Tags**. ![ia_left%20nav_tags](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_tags.png) 2. Click **All tags**. ![ia_tags_all%20tags](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_tags_all%20tags.png) 1. On the top right, click **Create Tag**. ![clm_db_create_tag](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_create_tag.png) 2. Enter a name and description for the tag. ![RB_dashboard_tag_name_description](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_dashboard_tag_name_description.png) 3. Click the **Category** dropdown menu, and then select **Role Tag**. ![select_role_tag_from_dropdown](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_role_tag_from_dropdown.png) 4. Under **Visibility Rules**, select the desired criteria. For more information, see [Visibility and Display Rules Conditions](/studio/docs/visibility-and-display-rule-conditions-1). ![tags_visibility_rules.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/tags_visibility_rules.png) 5. Click **Create**. ![visibility_rules_click_create.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/visibility_rules_click_create.png) 6. Similarly, follow the above steps to create tags for each role. Step 2: Associate Tags to content Once you've created tags for each role, all the Whatfix content has to be associated with a tag. For example, if you want to show a Flow called 'creating leads' to all the users, add admin, editor, and translator tags to the content. 1. On the Whatfix Guidance dashboard, click **Content**. ![click_content1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_content%281%29.png) 2. Click **All Content**. ![Click_All_Content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_All_Content.png) 3. Select the checkboxes next to the content you want to tag. ![CLM_DB_Select_Flow_Checkbox.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_Select_Flow_Checkbox.png) 4. Click the **Tags** icon. ![2023-05-24_09-56-28.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2023-05-24_09-56-28.png) 1. In the popup, type the name of the tag and select from the list. ![update_tag_in_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/update_tag_in_content.png) 2. Click **Update**. **Info** Follow the above steps to associate content to each role tags (editor, translator). Step 3: Create a segment Creating segments ensures where your end users see content. A segment is created and configured with the necessary visibility rules so that relevant content is shown to the right role on the right page. Use the following steps to create a segment: 1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets2](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets%282%29.png) 2. Click **All widgets**. ![ia_widgets_all_widgets1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_widgets_all_widgets%281%29.png) 3. Click **Create widget**. ![CLM_DB_CreateWidget2](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_CreateWidget%282%29.png) 1. Select **Self Help** or **Task List**. ![clm_db_click_self_help](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_click_self_help.png) 2. Enter the **Widget Name**. ![sh_segment_name](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_segment_name.png) 3. Click **Add Content**. ![DB_SH_clickaddcontent](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/DB_SH_clickaddcontent.png) 4. Click **Select by Tags**. ![RB_dashboard_widgets_select_tags](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_dashboard_widgets_select_tags.png) 5. Enter the tag name, and then click **Okay**. ![add_tag_sh.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/add_tag_sh.png) **Note** All the content associated with the tag is added. 1. Under the **Visibility** section, select Role Tags. 2. Select **Exists** and then select the tag (admin). ![RB_dashboard_widget_VR_role_admin](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_dashboard_widget_VR_role_admin.png) your title goes here If you're adding tags to content in a Self Help, ensure that you add the same tag in the Search Scope. If no tags are added in the Search Scope, the Self Help search results are not filtered based on the specified tags. This means that end users do not see content in the search results. For more information, see [Search Scope of a Self Help Segment](/studio/docs/restrict-self-help-search-results-using-tags). 1. Add more Visibility Rules as needed. 2. Click **Save**. ![Save_self_help.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Save_self_help.png) **Info** You need to create new segments for each role. ## Related - [Whatfix User Roles](/whatfix-user-roles.md)