Manage the interface and actions accesses

Summary

Overview

Permissions on actions and on parts of the interface are granted according to the user’s role(s).

To change permissions for one user role:

  1. Go to System and click on the Roles menu entry
  2. Click on the role to edit
  3. Click on the Permissions tab 
  4. Check/uncheck the permissions you want
  5. Click on the Save button to confirm your changes

For almost each screen and button in the PIM, you can say if a user can see/use it or not. The following sections lists all the rights and the features that are attached to it, depending on the part of the application where they are located.

Only give UI permissions to user roles that are related to real users, not to connection user roles. As it gives right over the interface, they should only be granted to real users and not to connections.

 

Rights on products pages

Permissions on products

Permission name Effect on the interface
Add product to groups User can add products to group, in Settings/Groups he will see the Products tab
View the associations of a product User can see the Associations menu entry in the product form
Add associations to a product User can add associations in the Associations tab using the Add associations button
Remove associations to a product User can remove an association in the Associations tab using the cross
Consult the categories of a product User can see the Categories menu entry in the product form
Change product Family User can change the product’s family in the panel on the left of the product form
Change state of product User can change the status of the product: enable or disable directly in the panel on the left of the product form
Comment products User can see the Comments menu entry in the product form
Create a product User can create a new product in the product grid through the Create button
Download the product as PDF User will be able to generate a PDF file containing all the product information using the PDF button in the ... dropdown on the top of the product form
Edit attributes of a product User can edit the product’s attributes under the Attributes menu entry of the product form
View product history User can see the History menu entry in the product form
List products User can see the list of products in several pages: on the product grid in Products, as well as on the Associations menu entry of the product form, in Groups...
Product mass edit actions User can make mass actions on the product grid
Remove a product User can remove a product from the PIM using the Delete button in the ... dropdown on the top of the product form, or using directly the trash icon in the product grid
Remove an attribute from a product User can remove an attribute from a product using the cross icon next to attributes added to the product
Restore a product (EE only) User can restore a previous version of a product using the Restore button in the product history page
Manage published products (EE only) User can access the published products grid by clicking on the Published products button in the ... dropdown on the top of the product grid

Permissions on product models

Permission name Effect on the interface
Consult the categories of a product model User can see the Categories menu entry in the product form for a product model
Create a product model User can create a new product model in the product grid through the Create button
Edit attributes of a product model User can edit the product model attributes under the Attributes menu entry in the product form for a product model
View product model history User can see the History menu entry in the product form for a product model
Remove a product model User can remove a product model from the PIM using the Delete button in the ... dropdown on the top of the product form, or using directly the trash icon in the product grid

Rights on assets

Permission name Effect on the interface
Add an attribute to an asset family User can add an attribute to an asset family in Attributes tab, using the Add an attribute button
Delete an attribute of an asset family User can delete an attribute of an asset family in Attributes tab, using the Delete an attribute button
Edit an attribute of an asset family User can edit an attribute of an asset family in Attributes tab, using the edit icon.
Remove an option User can remove an option of a single or multiple options attribute in the Attributes tab, using the Manage options button and the cross in the list of options
Edit options User can manage the options for a single or multiple options attribute in the Attributes tab, using the Manage options button
Create an asset User can add an asset to an asset family in the library, using the Create button
Delete an asset User can delete an asset clicking on ... then on Delete in the asset form
Delete all the assets of a family User can delete all the assets of an asset family, selecting the right asset family in the library, then clicking on ... for other actions and finaly on Delete all assets
Edit the assets User can edit an asset of an asset family by clicking on an asset in the library
Create an asset family User can create a new asset family in the Assets menu, using the Create button, then Create an asset family
Delete an asset family User can delete an asset family in the Properties tab, clicking on ... for other actions and then on Delete asset family
Edit the family properties User can edit the properties of an asset family in the Properties tab
Manage asset family permissions User can define the permissions for an asset family in the Permissions tab
List linked products to asset User can list all the products linked to an asset, by clicking on the Products tab in the asset form
Manage asset family transformations User can edit the asset transformations, by clicking on the Transformations tab in an asset family

Rights on reference entities (EE only)

Permission name Effect on the interface
Add an attribute to a reference entity User can add an attribute to a reference entity in Attributes tab, using the Add an attribute button
Delete an attribute for a reference entity User can delete an attribute of a reference entity in Attributes tab, using the Delete an attribute button
Edit an attribute of a reference entity User can edit an attribute of a reference entity in Attributes tab, using the edit icon.
Remove an option User can remove an option of a single or multiple options attribute in the Attributes tab, using the Manage options button and the cross in the list of options
Edit options User can remove an option of a single or multiple options attribute in the Attributes tab, using the Manage options button and the cross in the list of options
Create a record User can add a record to a reference entity in the Records tab, using the Add new button
Delete a record User can delete a record in the Records tab, using the deletion icon in the grid or click on ... for other actions and then on Delete in the record form
Delete all entity records User can delete all the records of a reference entity in the Records tab, clicking on ... for other actions and then on Delete all records
Edit the records User can edit a record of a reference entity in the Records tab, using the Edit icon in the grid or by double-clicking on the record
Create an entity User can create a new reference entity in the Entities menu, using the Create button
Delete an entity User can delete a reference entity in the Properties tab, clicking on ... for other actions and then on Delete entity
Edit the entity properties User can edit the properties of a reference entity in the Properties tab
Manage reference entity permissions User can define the permissions for a reference entity in the Permissions tab

Rights on exports

Permission name Effect on the interface
Download exported files User can download a generated export file in the export profile execution page using the Download generated file button
Download export report log User can download the log of the exported file using the Download log button in the ... dropdown on the top of the export profile execution page
View export reports list User can access the list of exported files in the Last operations section in an export profile
View export report log details User can click on the Eye icon to check the report details, in the Last operations section in an export profile
Edit an export profile content User can customise the content of a product export profile. On an export profile, he can click on the Edit button and go under the Content tab
Show an export profile content User can see the content of a product export profile. On a export profile, he can click on the Content tab
Create an export profile User can create a new export profile in Exports using the Create export profile button
Edit an export profile User can edit an export profile. On an export profile, he can see the Edit button and a shortcut the export profile line
View export profile history User can access the History tab of an export profile
View export profiles list User can access the menu Exports to see the list of export profiles
Launch an export profile User can run an export using the Export now button in an export profile page
Edit an export profile general properties User can edit the general properties of an export profile. After selecting a specific export job, he will see the Edit button and a shortcut the export profile line
Show an export profile general properties User can view the general properties of an export profile. After selecting a specific export job, he will be able to access the General properties tab of the export
Remove an export profile User can remove an export profile using the Delete button in the ... dropdown, when editing the export profile form. He can also removes it by clicking the trash icon in the export profile grid.
Show an export profile User can view information of an export profile
Manage export profile permissions (EE only) User can access and edit the permissions to run and edit the job profile. He will see the Permissions tab in the edit page of an export profile

Rights on imports

Permission name Effect on the interface
Download imported files User can download the imported file in the import profile execution page using the Download read files button
Download import report log User can download the log of the imported file in the import profile execution page using Download log button in the ... dropdown
View import reports list User can access the list of imported files in the Last operations section in an import profile
View import reports details User can click on the Eye icon to check the report details, in the Last operations section in an import profile
Create an import profile User can create a new import profile in Import using the Create import profile button.
Edit an import profile User can edit an import profile. On an import profile, he can see the Edit button and a shortcut the import profile line
View import profile history  User can access the History tab of an import profile
View import profiles list User can access the menu Imports to see the list of import profiles
Launch an import profile User can launch an import using the Import now and Upload and Import now buttons in the import profile page
Remove an import profile User can remove an import profile using the Delete button in the import profile form. He can also removes it by clicking the trash icon in the import profile grid.
Show an import profile User can view information of an import profile
Manage import profiles permissions (EE only) User can access and edit the permissions to run and edit the job profile. He will see the Permissions tab in the edit page of an import profile

Rights on settings

Permissions on association types

Permission name Effect on the interface
Create an association type User can see and click on the Create association type button in Settings/Association types
Edit an association type User can edit the association types under Settings/Association types
View association type history User can access the History tab of the association types. He must also have the permission to Edit an association type.
List association types User can see and access the Settings/Association types menu entry
Remove an association type User can delete an association type under Settings/Association types menu entry via the association types grid or via the ... dropdown when on an association type page

Permissions on attributes

Permission name Effect on the interface
Create an attribute User can see end click on the Create attribute button in Settings/Attributes
Edit an attribute User can edit the attribute’s properties under Settings/Attributes
View attribute history User can access the History tab of the attributes
List attributes User can see and access the Settings/Attributes menu entry
Remove an attribute User can delete an attribute under the Settings/Attributes menu entry
Sort attributes inside attribute groups User can sort attributes by dragging and droping them, under Settings/Attributes menu entry in the Attributes tab of an attribute group

Permissions on attribute groups

Permission name Effect on the interface
Add attribute to a group User can access the Add attributes dropdown under the Attributes tab in Settings/Attribute groups
Create an attribute group User can see and click on the Create in Settings/Attribute groups
Edit an attribute group User can edit an attribute group under the Settings/Attribute groups menu entry
View attribute group history User can access the History tab of the attribute groups
List attribute groups User can see and access all attribute groups listed under Settings/Attribute groups
Remove an attribute group User can delete an attribute group uner the Settings/Attribute groups menu entry
Remove an attribute from a group User can remove an attribute from the attribute group, by clicking on the trash icon
Sort attribute groups User can sort attribute groups by dragging and droping them up and down
Manage attribute group permissions (EE only) User can access to the Permissions tab on the attribute group and set permissions on them

Permissions on categories

Permission name Effect on the interface
Create a category User can create a new category with a right click on the tree and click on the Create a new category button in the Settings/Categories menu entry
Edit a category User can edit a category
View category history User can access the History tab of categories
List categories User can see and access all categories and category trees listed under the Settings/Categories menu entry
Remove a category User can remove a category using the Delete button
Manage category permissions (EE only) User has access to the Permissions tab on a category

Permissions on channels

Permission name Effect on the interface
Create a channel User can create a new channel with the Create channel button in the Settings/Channels
Edit a channel User can edit a channel’s information
View channel history User can access the History tab of channels.
List channels User can see and access all channels listed under Settings/Channels
Remove a channel User can remove a channel group on the channel’s page through the Delete button

Permissions on currencies

Permission name Effect on the interface
List Currency User can see all (active and inactive) currencies listed under Settings/Currencies
Toggle currencies User can activate/deactivate currencies using the toggle button on the right side of the grid

Permissions on families

Permission name Effect on the interface
Create a family User can create a new family with the Create family button in the Setting/Families
Edit attributes of a family User can edit the attributes of a family, in the Attributes tab
Edit properties of a family User can edit the properties of a family, in the Properties tab
View family history User can access the History tab of families
List families User can see and access all families listed under the Settings/Families
Remove a family User can remove a family on the family’s page through the Delete button

Permissions on groups

Permission name Effect on the interface
Create a group User can create a new group with the Create group button in the Settings/Groups
Edit a group User can edit the group’s properties
View group history User can access the History tab of groups
List of groups User can see and access all groups listed under the Settings/Groups menu entry
Remove a group User can remove a group on the group’s page through the Delete button

Permissions on group types

Permission name Effect on the interface
Create a group type User can create a new group type with the Create group types button in Settings/Group types
Edit a group type User can edit the group type’s properties
List group types User can see the group types in Settings/Group types
Remove a group type User can remove a group type on the group type’s page through the Delete button

Permissions on locales

Permission name Effect on the interface
List locales User can see the locales in Settings/Locales
Manage locale permissions (EE only) User can manager locales permissions for users under the Permissions tab in the locale’s page

Permissions on rules (EE only)

Permission name Effect on the interface
Create rules User can create rules in Settings/Rules
Delete rules User can delete rules in Settings/Rules, using the trash icon or the Delete mass action
Edit rules User can edit rules in Settings/Rules, using the edit icon or clicking on a rule
Execute rules User can run rules in Settings/Rules
Calculate the affected products for the rules User can run the Calculate the affected products mass action to see how many products are impacted by a rule
View rules User can view the rules in Settings/Rules

Rights on system pages

Permission name Effect on the interface
System configuration User can access System/Configuration
Create a user group User can create a new user group in the PIM. He can click on System/Groups and then use the Create group button to add a new user group
Remove a user group User can remove a user group from the PIM using the Delete button in the ... dropdown in the user group page
Edit user groups User can edit the user groups, he will see the Save button in the edition page of user groups
List user groups User will see the list of user groups in System/Groups
Create a role User can create a new role in the PIM. He can click on System/Roles and then use the Create role button to add a new role
Remove a role User can remove a role from the PIM using the Delete button in the ... dropdown in the role page
Edit a role User can edit the roles, he will see the Save button in the edition page of roles
List roles User will see the list of roles in System/Roles
Create a user User can create a new user in the PIM. He can click on System/Users and then use the Create user button to add a new user
Remove a user User can remove a user from the PIM using the Delete button in the user page
Edit users User can edit users, he will see the Save button in the edition page of users
List users User will see the list of users in System/Users
System information User will see the System Information menu entry under System. He will be able to download this information using the TXT button
Manage the API connections User can access the page System/API connections
View all jobs in process tracker User can access the page System/Process tracker

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