Channel admin users can set app access for users, allowing individual user-based permissions to be set depending on the team member’s requirements for trading programs. Additional user settings can be edited at any time for existing users.
This article will guide you through:
- How to navigate to existing users
- How to set app access
- User access settings
- App access
- Executive dashboard
- Sending the welcome email
- Locked users
Looking for something else?
- Looking to add a new user? Click here to learn how to create new users for a trading programs channel, or click here to learn create users for a SPAs channel.
- Looking to add users for your customers or supplier? Click here to learn how to invite collaborators to view trading programs.
Users are located within the Config area of the Trading programs app.
Channel admin users will have access to the Config area and user management within Enable. If you require additional help, please reach out to our support team here.
To navigate to user configuration:
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. You will automatically be navigated to Users within the Config area.
To set user access settings and app access for a user, click on the user within the users list. The user details panel will automatically be displayed on the right.
After a user has been created, the Enter details and User preferences sections cannot be edited by a channel admin user. Scroll down on the panel on the right to view the User access settings and App access sections, which can be populated using the details explained below.
Depending on the features enabled for your channel, you can set user access settings on a per-user level. The options available can include:
- Channel admin: Set the checkbox to allow the user to access the Config menu. Channel admin users have the ability to manage users, manually import data, review transaction reconciliation reports, and more. Learn more about channel admin access areas in our admin guide here.
- Permitted program line types: Only displays when the Channel admin checkbox is set. Select an option to allow the user to access program lines for permitted types only. If using Selected program line types, the program line types must be selected via the ☰ icon.
- Can set accrual bands: Set the checkbox to allow the user to manually set accrual bands for targeted program lines.
- Workflow emails opt out: Set the checkbox to turn off email notifications for the user for automatic approval workflow.
- Can access deals: Set the checkbox to allow the user to access SPAs. This is required for SPAs channel users. Learn more about user access settings for SPAs here.
- Can access promotions: Set the checkbox to allow the user to access to the promotions app.
Tip: Once you have made changes to the user access settings, make sure you click the Save button at the bottom of the page.
Interested in a setting listed above but don’t have the option available? Reach out to our support team here.
Depending on the additional features enabled for your channel, you can set app access on a per-user level. The options available can include:
- Executive Dashboard: Set the checkbox to allow the user to access Executive dashboard, to view and analyze program performance, opportunities and renewal timelines.
- Forecasting: Set the checkbox to allow the user to access Forecasting, to view and analyze forecasted turnover using seasonality.
- Can edit forecasts: Set the checkbox to allow the user to edit forecasts for individual program lines.
- Inventory: Set the checkbox to allow the user to access Inventory rebate accounting, to view and analyze rebate earned at the point of sale.
- Pricing: Set the checkbox to allow the user to access Pricing, to view and manage price lists for dimension items.
- Progress tracker: Set the checkbox to allow the user to access Progress tracker, to view and analyze progress as well as opportunities for tiered program lines.
- Snapshots: Set the checkbox to allow the user to access Snapshots, to view and generate auditable exports of finance data.
- Watchlist: Set the checkbox to allow the user to access Watchlist, to identify risks and opportunities for tiered program lines.
Tip: Once you have made changes to the user’s app access, make sure you click the Save button at the bottom of the page.
Interested in an app listed above but don’t have the option available? Please reach out to your Customer Success Manager to discuss further, or contact our support team here.
This section only displays when the Executive Dashboard checkbox has been set within App access.
- ‘View By' filter access: Select Full to provide the user with an overall view of executive dashboard, including data associated with all trading partners. Select Individual to provide the user with a personal view of executive dashboard, only viewing data associated with the trading partners the user is mapped to.
Click the Send welcome email button for your user to be invited to use Enable. Note: A new user will not have access until this email is sent.
The team member will then receive an email from Enable inviting them to start using the platform. They will be required to click on the URL provided and if they do not already have an account with Enable, set the details for their account.
For users who have already been sent a welcome email, the Send welcome email button will be disabled. Need a welcome email to be resent? Please reach out to our support team here.
If a user has attempted to log in too many times unsuccessfully, they will be locked out of their account until a channel admin user unlocks the user. A padlock icon will be displayed next to users who have been locked out.
To allow a locked user to log in again, click on the locked user and click on the Unlock button.
What’s next?
Now that you have set additional user settings, click here to learn how to set user access permissions.