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Adding a New User & Assigning Access
Adding a New User & Assigning Access

#billing, #addauser, #team

Doug Heckmann avatar
Written by Doug Heckmann
Updated over a year ago

中国用户的链接

TO ADD A NEW USER:

  1. Left side menu button, Click USER ACCOUNTS

  2. Click on NEW USER

  3. A pop-up will appear to fill out fields for this user. Fields are as follows:

    1. First Name

    2. Last Name

    3. Email

    4. *Admin User Role (Optional)

    5. **Catalog Access (Full, Limited)

    6. ***Bulk Upload Access (None, Limited, Full)

    7. ****Marketplace Access (None, Limited, Full)

  4. Click CREATE

  5. 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:

  1. Click on the user or search using the search field located above the user name

  2. Once you find the desired user, click on the line item. On the right you will see the User Details section.

  3. Click each section below to adjust access.

    Please note: All changes are automatically saved.

    1. CATALOG - If the user is not an admin, you can select specific categories within the catalog for the user to view

    2. 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

    3. 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.

    4. BULK UPLOAD - See above ***Bulk Upload Access definition

    5. 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.

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