Help Documentation

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.