Managing User Roles and Permissions

Managing User Roles and Permissions

Managing User Roles and Permissions

PDM allows Enterprise level accounts to create new users and edit roles and permissions of existing users.

User Overview

1. Navigate to Settings and select User.
2. You can Add or Edit an existing User.

Add User

1. Toggle switch for Administrator privileges. Administrators can read/write/modify data and manage other users.
2. Non-administrators need to be assigned one or more roles and data access permissions. Permissions for brands can be modified using the Hide/Read/Edit drop-down menu.

Edit User

Users cannot be deleted. If a user account is no longer required, click the Set user to inactive button.

User Roles

User Roles are predefined sets of access rules. The default role is Full Access.
  1.  Click the Manage User Roles button on the upper right-hand corner of the screen or Edit a user; then click the Manage User Roles button.

      2. In the new window, click Add New User Role.
      3. Write a Role Name.
      4. User permissions can be set to  Read, Edit or Hide, for available segments (Item, Application, Attributes, etc..)

       5. Toggle access to import/export functions, brands, publish data, company segment, settings, and distribution functions

      6. To delete a user role, click on the Delete button on the bottom left-hand corner



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