Structured information to guide you through Unbxd PIM with minimal assistance
  1. Introduction
  2. Access Unbxd PIM
  3. Unbxd PIM Nomenclature
  4. Explore Unbxd PIM
  5. Your Profile
  6. Unbxd PIM Info Mode
  7. Organization - Set up your PIM Team
    1. Invite a New Member
    2. Change Member Name and Assigned Roles
    3. View a Member Information
    4. Delete a Member
    5. Create a New Role
    6. Set Property Permissions for a Role
    7. Set System Permissions for a Role
    8. Change Assigned Members of a Role
    9. Change Property Permissions for a Role
    10. Change System Permissions for a Role
    11. Change the Role Name
    12. View a Role Information
    13. Delete a Role
    14. Edit your Organization Profile Information
  8. Imports - Onboard & Schedule your Product Content
    1. Import File Best Practices
    2. Tips for doing an effective import
    3. Perform First-time Product Import
    4. View an Existing Import Information
    5. Schedule an Import
    6. Edit a Scheduled Import
    7. View a Scheduled Import Information
    8. Stop a Scheduled Import
    9. Delete a Scheduled Import
    10. Import Adapters
  9. Products - Build & Enrich Product Content
    1. Advanced Search and Filtering
    2. Customize your Product Listing View
    3. Add a Solo Product
    4. Add a Variant Product
    5. Edit a Solo Product
    6. Edit a Parent Product
    7. Edit a Variant Product from Product Listing
    8. Edit a Variant Product from its Parent Product
    9. Edit Mode
    10. View Activity Log Details for a Product
    11. View Product Details
    12. View Task Information for a Product
    13. Delete a Product
    14. Product Groups
      1. Create a Static Product Group
      2. Edit a Static Product Group
      3. View a Static Product Group Information
      4. Delete a Static Product Group
      5. Create a Dynamic Product Group
      6. Edit a Dynamic Product Group
      7. View a Dynamic Product Group Information
      8. Delete a Dynamic Product Group
    15. Bulk Actions for Products & Product Groups
      1. Add Products to a Static Product Group
      2. Edit Multiple Products
      3. Assign Categories for Multiple Products
      4. Create Task for Multiple Products
      5. Certify Products for Network
      6. Delete Multiple Products
      7. Certify Product Groups to Network
      8. Delete Product Groups
      9. Edit Multiple Products from a Static Product Group
      10. Remove Products from a Static Product Group
      11. Delete Products from a Static Product Group
      12. Edit Multiple Products from a Dynamic Product Group
      13. Delete Products from a Dynamic Product Group
  10. Properties - Manage your Product Characteristics
    1. Property Data Types
    2. Create a New Property
    3. Change the Property Name and Assigned Property Group
    4. Change Role Permissions for a Property
    5. Make a Property Searchable
    6. View a Property Information
    7. Download all Properties
    8. Delete a Property
    9. Property Groups
      1. Create a New Property Group
      2. Change Property Group Name and Associated Properties
      3. View a Property Group Information
      4. Delete a Property Group
  11. Categories - Manage your Product Classifications
    1. Create a New Category & Subcategory
    2. Change Category Name & Associated Properties
    3. View Category & Subcategory Information
    4. Delete a Category or Subcategory
  12. Assets - Manage your Digital Files
    1. Add a New Asset
    2. Associate Assets with Products
    3. Perform Asset Transformations
    4. Disassociate Asset from Products
    5. Download Assets
    6. Delete an Asset
  13. Tasks - First Step Towards Building Processes
    1. Create a New Task
    2. Edit an Existing Task
    3. Stop a Task
    4. View Task Details and Task Status Details
    5. Task Templates
      1. Create a New Task Template
      2. Edit a Task Template
      3. View Task Template Details
      4. Create a Task using a Task Template
      5. Delete a Task Template
    6. Task Assignee
  14. Catalogs - Share real-time Product Content
    1. Create & Share a New Catalog
    2. Edit a Catalog
    3. View a Catalog Information
    4. Delete a Catalog
  15. Network - Partner Readiness & Content Distribution
    1. Certified Products & Product Labels
      1. Customize your Network Products Listing View
      2. Export Certified Products
      3. Export Products with Readiness Check & Assign Task
      4. View Activity Log Details for a Network Product
      5. Delete Products from Network
      6. Export Certified Product Labels
      7. Export Product Labels with Readiness Check & Assign Task
      8. Add Partner Readiness for a Product Label
      9. Edit a Product Label
      10. View Certified Products
      11. Delete a Product Label
    2. Partners
      1. Create a Partner
      2. Edit a Partner
      3. View Partner Details
      4. Delete a Partner
    3. System Adapters & Custom Adapters
      1. Edit a System Adapter
      2. View System Adapter Details
      3. Create a Custom Adapter
      4. Edit a Custom Adapter
      5. View Custom Adapter Details
      6. Delete a Custom Adapter
    4. Exports
      1. View Exports
      2. Download an Exported File
      3. Send an Email with the Exported File
      4. Schedule an Export
      5. Edit a Scheduled Export
      6. View Scheduled Export Details
      7. Stop a Scheduled Export
      8. Delete a Scheduled Export
  16. Workflows - Automate PIM Processes
    1. Create a New Workflow
    2. Run a Workflow Manually
    3. Pause & Resume a Workflow
    4. Edit a Workflow
    5. View Workflow Details
    6. View Activity Log Details for a Workflow
    7. Delete a Workflow
    8. Bulk Actions
  17. Scripts - Transform your Product Data
    1. Using the Transformation Script Editor
    2. List of Transformation Scripts
  18. Channel Integration
    1. Channel Integrations -
      1. Installing Unbxd PIM via BigCommerce
      2. Installing BigCommerce store via Unbxd PIM
      3. Importing Data from BigCommerce to Unbxd PIM (via BigCommerce)
      4. Sending Data from BigCommerce to Unbxd PIM (Subsequent Transfer)
      5. Getting Data from BigCommerce via Unbxd PIM
      6. Getting Data into BigCommerce from Unbxd PIM
      7. Sending Data to BigCommerce via Unbxd PIM
      8. Importing data into Unbxd PIM from BigCommerce
      9. Exporting data from Unbxd PIM to BigCommerce
      10. Automating import and export using Adapters and Workflows
    2. Channel Integrations -
      1. Installing Unbxd PIM via Brightpearl
      2. Importing the data into Unbxd PIM from Brightpearl
      3. Exporting data from Unbxd PIM to Brightpearl
      4. Automating import and export using Adapters and Workflows

Creating a New Role

Your organization will consist of members who will coordinate and execute different PIM activities. Every member is identified by one or more roles. A role is a specialized skill or a designation for a specific job. For example, a role “Photographer” is responsible for capturing product images and uploading the files in Unbxd PIM.

While you create a role, you can:

  • Assign members for a role
  • Set property permissions for a role
  • Set system permissions for a role

To create a new role:

  1. Click , and then click the View Organization link.
  2. Click Roles.
    The Roles Listing page appears.
  3. Click Create Role.

  4. Enter a role name.
  5. Click Proceed.

Assigning Members for a Role

Once you create a new role, you can assign members to a role.

  1. On the Members tab, if you are looking for a specific member, in the search box, search by member name.
  2. If you want to view members based on their activation status, in the Status list, select one of the following:
    • All – Displays all the members.
    • Active – Displays all the active PIM members of your organization.
    • Pending – Displays all the members who haven’t activated their Unbxd PIM account.
  3. If you want to filter members by their roles, in the Role list, select the role name.
  4. In the Selection column, click the checkboxes to select the members for the role.
  5. Click Update.

Setting Property Permissions for a Role

With PIM, you are always dealing with sensitive product information. There might be cases where you have to hide sensitive information in the organization. For example, a product that is yet to be launched in the market, price is a confidential entity. 

You can set the following property permissions:

  • Manage – Allows the role to edit the property value.
  • Read Only – Allows the role to only view the property value.
  • Hide – The role cannot view the property value.

For more information about properties, see Properties.

  1. Click the Property Permissions tab.
  2. If you are looking for a specific property, in the search box, search by property name.
  3. In the Permissions column, click to set one of the following property permissions:
    • Manage
    • Read Only
    • Hide 
  4. Click Update.

You can also set property permissions for different roles  using the Manage Property section. For more information, see creating a new property.

Setting System Permissions for a Role

Apart from setting property permissions for a role, at a higher level, you can also set permissions for system level operations. This would help PIM users to have restricted access to different components of Unbxd PIM as per the diverse requirements of the organization. You can set permissions (Manage, Read Only, and Hide) for the following system level operations:

  • Organization Setup
  • Import
  • Property Definitions
  • Product Management
  • Network
  • Task
  • Catalog

For example, if the system level operation “Product Management” is set to permission “Manage”, the respective role can perform all product related actions (add, edit, delete a product, and so on) in the Products Listing page. If the system level operation “Product Management” is set to permission “Read Only”, the respective role can only view product information in the Products Listing page. If the system level operation “Product Management” is set to permission “Hide”, the role will have no access to the Products Listing page.

  1. Click the System Permissions tab.

  2. If you are looking for a specific system level operation, in the search box, search by operation name.
  3. In the Permissions column, hover, and then click to set one of the following permissions for the system level operations:
    • Manage
    • Read Only
    • Hide
  4. Click Update.

Changing the Role Name

  1. Click the Info tab.
  2. In the Role Name box, type the new name.
  3. Click Update.
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