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Assign user roles

Learn how to give a user Admin rights or Read-Only rights, and what each user role means.

To assign a user role to a user you first:

  • Navigate to ‘Account setup’.image-png-Sep-11-2024-09-21-56-0310-AM
  • Click ‘User management’image-png-Sep-11-2024-09-21-21-1349-AM
  • Click the ‘roles’ icon for the relevant user.Social Media Rebranding (1153 x 337 px)
  • Select nothing, Administrators, Disable data filters or Read-only access. Read below what these user roles mean.
  • Click : Apply’.

What do the different user roles mean:

  • Administrators: User has access to admin functionalities (product lists, user management, e.g.)
  • Disable data filters: User has no access to the filter panel, except the “saved filters” and date range. As a result, that person can only make selections based on shared saved filter(s) that were shared.
  • Read-Only: User has no write rights, only read-rights. For instance, the Read-only user does not have access to edit/create a dashboard, widgets or product lists. Read-Only users can only use existing components and not create new ones. 

Place a restriction on access to (a) specific retailer(s) by creating a new user role.

How to share tags or ownership of tags

As an administrator, it’s possible to share tags with different users.

  • Go to the Product Management overview and navigate to ‘Tags’;
  • In the ‘Owner’ column, you can see who owns the different tags;

  • Click on the sharing symbol in the ‘Shared’ column to share tags with other users

  • Choose whether you want to share the tag with all users, or with one specific user. Click ‘Save’.

Note: by sharing a tag label, the user will gain access to the tag label and all its underlying values.

account setup,sitelucent support,user roles

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