User Management - Draft
- Jean-François Lanoue
User Creation
From the left menu, you can go under Security and click on “Users”
Once you will click on the “+” button, you will be able to create a new user:
Complete the form and click on “Create”. Congratulation, you just create a user 😉
*** Renommer “Rep” ??
Account Permission
You will now be able to give access to different page and set the security for a specific user.
Once you have given the good security group, click on “Save”
Security Group definition
Module | Security Group | Description |
CRM | PAWA_CRM_admin | CRM Administrator (All access) |
CRM | PAWA_CRM_TaskAdmin | Manage targeted task and access activity reports |
CRM | PAWA_CRM_User | Manage contact, notes activities and access analytics reports |
Forecast | Forecast_Admin | Forecast Administrator (All access) |
Forecast | Forecast_Manager | Second level approval |
Forecast | Forecast_User | First level |
TradeExpense | TradeExpense_Admin | Trade Expense Administrator (All access) |
TradeExpense | TradeExpense_Finance | Finance access |
TradeExpense | TradeExpense_Manager | Approval and manager access |
TradeExpense | TradeExpense_SalesController | Final Approval |
TradeExpense | TradeExpense_User | Trade Expense creator |
Admin | All | Can do everything and access everything |
1- PAWA CRM and Analytics Security
If your user doesn’t need access for CRM and Analytics, you can skip this step.
You will now be able to give row level security for CRM and Analytics access only.
You can give access to all the level, select multiple level or select only one level for each hierarchy.
Once you have completed the form, you can click on Save.
2- Forecast and Trade Expense permission
From the left menu, under Forecast, select the menu “Permissions”
In the section you will need to do:
1- Give access to the KAM for the banner
2- You will need to define the permission for each banner for each security group.
Set permissions as you need
From that page, you will see the list of all the Banner that you are managing. You will be able to give access to all the banners that your KAM is managing. Do to so, click on the “Edit” button next to the right banner.
You will need select the type User and the Key Account Manager (user)
Then you will select the permission. Please click on the “+” button to apply the permission
Congratulation, John Smith is now able to manage the banner Amazon.
Permission in mass update mode
If you need to give an access to a group for all the banner in PAWA, you can click on the “All customers” button.
You will then be able to add / remove permission for ALL the customers.
To give access in mass update: simply select the group that you want and select the level of access that you want to give to that specific group. Then press the “+” button.
To remove access in mass update: you will need to select the group and, in the permission, you will need to select “none” to the permission that you want to remove for that group. Then press the “+” button.