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. Click Account Settings and select User
2. You can Add User, or Edit an existing user


3. Toggle switch for Administrator privileges. Administrators can read/write/modify data and manage other users
4. 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.

Note: Users cannot be deleted. If a user account in 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. User permissions can be set to Hide, Read or Edit for available segments (Item, Application, Attributes, etc..)
      4. Toggle access to import/export functions, brands, publish data, company segment, settings and distribution functions
      5. To delete a user role, click on the Delete button on the bottom left-hand corner

          









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