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:
Go to System and click on the Roles menu entry
Click on the role to edit
Click on the Permissions tab
Check/uncheck the permissions you want
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 measurements
Permission name
Effect on the interface
Create a measurement family
User can create a new measurement family with the Create button under Settings/Measurements
Delete a measurement family with its units
User can delete a measurement family with its units using the Delete measurement family button visible under the ... dropdown at the top of the measurement family form
Edit properties of a measurement family
User can edit the label translations of a measurement family under the Properties tab
List measurements
User can see and access all measurement families listed under Settings/Measurements
Add a unit to a measurement family
User can add a unit to a measurement family with the Add unit button
Delete a unit in a measurement family
User can delete a unit in a measurement family with the Delete unit button
Edit units of a measurement family
User can edit the units of a measurement family under the Units tab
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 theSavebutton 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 process tracker
User can access the page System/Process tracker and view their own jobs
View all jobs in process tracker
User can view the jobs of all users from the page System/Process tracker
Stop an ongoing job
User can stop the ongoing jobs of all users from the page System/Process tracker
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