TO ADD A NEW USER:
Left side menu button, Click USER ACCOUNTS
Click on NEW USER
A pop-up will appear to fill out fields for this user. Fields are as follows:
First Name
Last Name
Email
*Admin User Role (Optional)
**Catalog Access (Full, Limited)
***Bulk Upload Access (None, Limited, Full)
****Marketplace Access (None, Limited, Full)
Click CREATE
Users will receive an email to finish setting up their account.
*Admin User Role | Catalog / PIM | Customers / CRM | Buying / PLM | Bulk Upload | Marketplace | Modify Billing |
Company Admin | X | X | X | X | X | X |
Buyer Admin | X |
| X | X | Full | X |
Seller/Sales Admin | X | X |
| X | Full | X |
Buyer & Seller Admin | X | X | X | X | Full | X |
**Catalog Access Definitions
Full: Automatic access to all categories of the Catalog, no limitations based upon category
or sub-category
Limited: Can limit access to specific categories of the catalog
***Bulk Upload Access Definitions
None: Cannot upload any item into Surefront
Limited: Can only upload new items. No ability to change existing items.
Full: Can upload and change any item, new or existing
****Marketplace Access Definitions
None: Cannot access or view Marketplace
Limited: Can add new products to Marketplace
Full: Can create and update data in Marketplace
TO FIND A USER AND SET PERMISSIONS:
Click on the user or search using the search field located above the user name
Once you find the desired user, click on the line item. On the right you will see the User Details section.
Click each section below to adjust access.
Please note: All changes are automatically saved.
CATALOG - If the user is not an admin, you can select specific categories within the catalog for the user to view
CUSTOMERS - If the user is not a seller or company admin, you can define which customers a user can view in the Customer Relationship Management Section
BUYING- If the user is not a buyer or company admin, you can assign specific department and categories a user can view in the Product Lifecycle Management Section.
BULK UPLOAD - See above ***Bulk Upload Access definition
MARKETPLACE - See above ****Marketplace Access Definition
TO DEACTIVATE A USER
Click the 3-dot ellipsis icon on the right of the user’s status
Click on Deactivate Account to remove complete access to the system for this user.
Confirm Deactivation
To reactivate
Click the 3-dot ellipsis icon on the right of the user’s status
Click Activate Account
BILLING
Depending on the type of account you have. You may be asked to enter your credit card information to add a new user. You can store your credit card information in advance under BILLING / Payment Method. You may update your payment method at any time by clicking Update Payment.
You may view your past and upcoming charges under the Billing Section.
Please contact Customer Sucess with any questions by clicking on SUPPORT, Chat with us.