Access Groups allow you to configure user access to system records by assigning custom permissions and visibility settings. You can set conditions to restrict which products or documents are accessible to each group.
In this article, you'll learn how to manage your Access Groups.
Note: MDM is available for purchase. Request a quick demo of MDM here.
Contents
Manage Conditions in Access Groups
Create Access Group
To create an Access Group:
- Navigate to Users under Settings in the left hand navigation bar
- Navigate to the PIM Access Groups tab
- Click Create Access Group on the top right
- Enter a group name and description in the textfields
- Click Continue in the slideout
- Click Save and click Save Access Group in the confirmation popup
Tip: Hover over the users icon to easily view and search users in a Access Group
Edit Group Name
To edit the Group Name:
- Navigate to Users under Settings in the left hand navigation bar
- Navigate to the PIM Access Groups tab
- Click the dropdown arrow next to the Edit button on the right of the access group row
- Click Edit Group Name and update the group name and description
- Click Save
Delete Access Group
To delete an Access Group:
- Navigate to Users under Settings in the left hand navigation bar
- Navigate to the PIM Access Groups tab
- Click the dropdown arrow next to the Edit button on the right of the access group row
- Click Delete Group and click Delete Access Group in the confirmation popup
Manage Conditions in Access Groups
To add a condition to an Access Group:
- Navigate to Users under Settings in the left hand navigation bar
- Navigate to the PIM Access Groups tab
- Select the row of the Access Group you want to add a condition
- In the products or documents section, click Add Condition
- Click the left dropdown and select Condition(s): Brand, Status, or Attribute
- For documents, select Condition(s): Type or Public
- Click the right dropdown and choose the specific Brand, Status, or Attribute
- For documents, choose the specific Document Type and if the document is Public
- Click Save and click Save Access Group in the confirmation popup
Note: Click “Preview” on the right of products or documents to preview the viewable products or documents available to this group.
Note: By default, documents that are not associated with products listed in the Access Group are filtered out. To disable this filtering, uncheck the “Restrict access to documents associated with inaccessible products.” textbox.
To edit a condition in an Access Group:
- Navigate to Users under Settings in the left hand navigation bar
- Navigate to the PIM Access Groups tab
- Click Edit on the right of the Access Group row
- Update the Access Group
- Click Save and click Save Access Group in the confirmation popup
To delete a condition in an Access Group:
- Navigate to Users under Settings in the left hand navigation bar
- Navigate to the PIM Access Groups tab
- Select the row of the Access Group you want to delete condition
- Click the minus icon next to the dropdown on the right of the condition
- Click Delete Condition in the confirmation popup and click Save Access Group in the confirmation popup
Add Users to Access Group
To add a user to an Access Group:
- Navigate to Users under Settings in the left hand navigation bar
- Navigate to the All Users tab
- Click the dropdown arrow under PIM Access Group column of the user row
- Select Full Access or a PIM Access Group and click Apply
Note: PIM Admins will always have full access to all access groups. To assign a different access group, change the user’s PIM role.
Comments
Please sign in to leave a comment.