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Editing user access permissions

Updated

Channel admin users can manage access permissions for users, to determine the modules and data each team member can access.

This article will guide you through:

  1. Editing user access settings
  2. Creating an inclusion rule
  3. Creating direct inclusions

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Editing user access settings

Users are located within the Config area of the Trading programs app.

Channel admin users have access to the Config area and user management within Enable. If you require additional help, reach out to the Enable Support team here.

To navigate to user access settings:

Step 1: Click on Config in the green banner at the top of the page.

Step 2: Click on Users in the drop-down menu.

Step 3: Click on the relevant user within the list, then click the Access settings button.

Users area
 

Step 4: Click on the ☰ symbol to select the application and access level. Note: Selecting Edit access will also grant Read access, so there is no need to set permissions twice for an application if you are giving the user edit access.

Selecting permissions for apps

Then follow the below steps to select the trading partners the selected permission should apply to. Note: Only allocated trading partners (those with values for all attributes) will be displayed in the list for selection.

Creating an inclusion rule

Inclusion rules allow you to select attributes for all trading partners with this attribute to automatically be included, e.g. all trading partners within a group.

If new trading partners with this assigned attribute are added to your data in future, the new trading partners will also be automatically included if they meet the user’s inclusion rule. Similarly, if a trading partner no longer follows the rule, they will no longer be included.

To create an inclusion rule:

Step 1: Within the Inclusions tab, click the Create inclusion rule button in the top of the page.

Step 2: Set the checkbox for All trading partners, or set the checkbox for one or more attributes for the trading partners with the attribute(s) to be included.

Step 3: Click Save.

Step 4: Click the Selection state button and Indirect inclusions to review the list of trading partners applied in your inclusion rule.

Creating an inclusion rule for a user

Creating direct inclusions

Direct inclusions allow you to select specific items to include, e.g. individual products.

To create direct inclusions:

Step 1: Within the Inclusions tab, directly click on items in the list to select items individually.

Step 2: To help filter down dimension items for you to select from, click on the Attributes button, set the checkbox for each relevant dimension attribute and click OK. Note: You will still need to directly click on items in the list, i.e. selecting an attribute here will not automatically include all items for the attribute.

Step 3: Click the Selection state button and Direct inclusions to review the items applied in your direct selection.

Creating direct inclusions for a user

What’s next?

Ready to explore user activity logs? Learn how to monitor user activity here.

Still have questions?
Raise a ticket to contact our support team.

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