Settings: Users
What are Users?
This section of the platform is for managing users to be able to access the entire Platform system.
Anyone who needs access to the platform must have their own user.
For any new user accounts created, you will be forwarded an email to access the platform and to set your own password.
Managing Users
You can filter your users by searching for the name or email associated to each user account.
Those with access to multiple Organisations can also pick from a Organisation dropdown.
There are 3 user options that can you can view. Those are the following:
- Physical - The most common user here - these are physical people or companies user accounts which allow access to the entire or parts of the Platform dependent on their account access.
- OATH - Refers to Open Authorisation which are user accounts that allow third-party services to access the platform to exchange information.
- SSO - Refers to Single Sign-On which allows for users accounts to securely authenticate with the platform.
You can choose the type of user you wish to look up or creating by selecting between the types, as shown below.
Creating Physical Users
To create Physical Users, simply head to the Physical option and press the Create User button.
You will then be lead to Basic Details sub menu of which you can start detailing the following options.
- Email - The Email you want the user to use when signing into the Platform
- Username - The Username you want the user to use when signing into the Platform. Email and Username tend to match when setting users.
- Primary Company - The Primary Company is the main organisation or primary fulfiller company associated to your company.
- Forename - Forename of the user, this can be left blank if not needed.
- Surname - Surename of the user, this can be left blank if not needed.
- Tickbox option to Inherit Dropships from the Primary Company selected.
- Tickbox option to Inherit from Primary Admin linked to the Primary Company selected.
You will see an alert when creating a new user which confirms that once you hit Save Changes the user will be sent an activation emailing allowing them to set their own password.
Once Basic Details has been set you will have access to further sub menus - these are System Permissions, Product Categories and Companies.
System Permissions allow Users to have specific access to parts of the Platform. To do so you simply press the Role dropdown and select from the list of Roles you wish to give the user.
Additionally there may be area you wish to give implicit access to and to do so simply tick or untick the option as shown below. This means you can remove access to any areas you feel the User does not need access to.
Product Categories allow you to go into your user and give them access to categories. Simply click the tickbox for whatever category you wish to give access. By clicking the arrows you can expand the view and give the user access to products contained within the Categories.
Companies allow you to specify the specific companies you wish to give this user access to. To do so you can use the search field to find the companies.
Once found you simply need to enable the slider which will give the user access to the company.
If you just want the user to inherit all Companies you can already see you simply need to tick the option Inherit from Primary Admin
Creating OAuth Users
To create OAUTH Users, simply head to the OAuth option and press the Create OAuth User button.
You will then get the option to choose the type of OAuth user, you can choose from the following options - Trade Portal, Virtual Product Creator, Product Feed, Reporting or Custom.
Once the option has been selected you just need to add the Basic Details, System Permissions, Product Categories and Companies in the same way you do within the creation of Physical Users.
They key difference with the AUoth users compared to physical is the fact a Client ID and Client Secret will be generated for you,
SSO Users
SSO users are externally created and managed, these are users that have access to the system through a connected sinlge sign on system with external authentication. You cannot create SSO users from inside the platform.
Editing Users
To edit a User simply click into the User that you wish to make changes to and here you can make changes to the Basic Details, System Permissions, Product Categories and Companies. So if you need to change a username, amend permissions, take away category access or enable additional companies within the user you can.
When editing Users, please be fully aware of what you are making a change to as not understanding the changes could lead to issues.
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