Manage your account

Summary

Access your account information

To access your account information:

  1. Click on your picture in the top right corner
  2. In the dropdown, click on My Account to display your profile 

Edit your account information

Click on Edit to change your profile information or settings. New tabs will appear once in edit mode: Groups and Roles and Password.

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Enterprise Edition clients will also see a Notifications tab to manage notifications for the proposals workflow (feature only available on the EE version).

Your general information

Under the General tab, you will be able to edit your personal information: username, first name, last name, add/remove your picture, and your email address.

Your favorite catalog and product grid settings

Under the Additional tab, you will be able to define your default catalog settings. You will find the following information:

  • Catalog locale: your default locale
  • Catalog scope: your defaut channel
  • Default tree: your default category tree
  • Default asset tree (EE only): your default asset category tree
  • Product grid filters: your default product grid filters. This setting will be used on the product grid and on the published product grid (EE only)
  • Default product grid view: your default view used in the product grid.
  • Default published product grid view (EE only): your default view used in the published products grid
Delete

You first need to create at least one view to be able to see this field and to set a default view in your account.

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The search bar available on top of the product grid behaves like a filter, it can be added using the label or identifier filter in the Product grid filters field.

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If no default filters are defined, the system attributes (family, groups, status, completeness, creation date, updated date, product identifier, permissions, label or identifier filter) will be used as default filters on the product grid.

Your groups and roles

To edit your user groups and roles:

  1. Click on the Groups and Roles tab
  2. On the top of the page, you will see the user group(s) you belong to, and then your user role(s). Check/uncheck to change your groups/roles.
  3. Click on Save to save your changes
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In the Enterprise Edition, you will see two additional fields:

  • an Email notifications tickbox, relates to the Asset delay reminder field (see below). If you set up a number of days in this field, and if the tickbox is set to yes, you will be notified by email.
  • an Asset delay reminder field. If activated, you will receive a notification to remind you N days before the end-of-use date of an asset

Your password

Still in edition mode in your profile account:

  1. Click on the Password tab
  2. Change your password
  3. Click on Save to save your changes

Your interface default language

You can choose in which language you want your PIM interface to be.

Still in edition mode in your profile account:

  1. Click on the Interfaces tab
  2. Select the default language for your account (UI locale field)
  3. Click on Save to save your changes

This UI locale is used all over the PIM interface: menus, screens labels, messages… Dates, numbers and currencies will be formatted according to the locale you chose. Below are some examples of formats.

   
User UI locale Date format Number format Currency format
French (France) 08/03/2019 12,5 90,50 $US
German (Germany) 08.03.19 12,5 90,50 $
English (United States) 03/08/2019 12.5 $90.50

Your interface default time zone

You can choose on which time zone you want your PIM interface to be.

Still in edition mode in your profile account:

  1. Click on Interfaces
  2. Select the default timezone for your account (Timezone field)
  3. Click on Save

This time zone is used all over the PIM interface: Product Form meta data and History panel, product grid, last operations widget of the dashboard, process tracker, published products grid (EE only) and asset grid (EE only).

Your notifications preferences (EE only)

Still in edition mode in your profile account:

  1. Click on the Notifications tab
  2. Toggle the yes/no button to the right or left of the notification to edit
  3. Click on Save to save your changes

If you wonder how to use these preferences, take a look below.

THE WHEN NEW PROPOSAL TO REVIEW NOTIFICATION

If you activate this preference, you will receive notifications everytime you will have a proposal to review.

Delete

You will only see this option in the case you own at least one product, meaning you have the Own products permission for at least one category. To learn more about this permission, it's here!

THE WHEN PROPOSAL IS APPROVED OR REJECTED NOTIFICATION

If you activate this preference, you will receive notifications when your proposals are approved or rejected by your reviewers.

Delete

You will only see this option in the case you have only edit rights on at least one product, meaning you only have the Edit products permission for at least one category. To learn more about this permission, it's here!

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