Structured information to guide you through Unbxd PIM with minimal assistance
  1. Introduction
  2. Access Unbxd PIM
  3. Explore Unbxd PIM
  4. Features of Overview page
  5. Profile
  6. Organization - Set up your PIM Team
    1. Invite a New Member
    2. Update Member Information
    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
  7. 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. Variant options during Import
    5. Import data via SFTP
    6. View an Existing Import Information
    7. Schedule an Import
    8. Edit a Scheduled Import
    9. View a Scheduled Import Information
    10. Stop a Scheduled Import
    11. Delete a Scheduled Import
    12. Import Templates
    13. Deleting Import Template
    14. Trouble Shooting Import Errors
  8. Products - Build & Enrich Product Content
    1. Advanced Search and Filtering and saving filters by creating static product group
    2. Customize your Product Listing View
    3. Add a Solo Product
    4. Add a Solo Product via AI
      1. AI Content Score
    5. Add a Variant Product
    6. Edit a Solo Product
    7. Edit a Parent Product
    8. Edit Products from Product Listing Page
    9. Edit a Variant Product from its Parent Product
    10. Product Listing Page [AG Grid Feature / Excel Mode]
    11. View Activity Log Details for a Product
    12. View Product Details
    13. Cloning a Product
    14. Assign Category to Product from Product Display Page
    15. Assigning Category to a Parent Product
    16. Create and View task from PDP Page
    17. View Task Information from Product Display Page
    18. One Click Export
    19. Delete a Product from Product Listing Page
    20. Delete Product from Product Display Page
    21. 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
    22. Bulk Actions for Products & Product Groups
      1. Add Products to a Static Product Group
      2. Bulk Edit Products
      3. Bulk Edit Category
      4. Assign Task
      5. Certify Products
      6. Delete Multiple Products
      7. Certify Product Groups
      8. Run Readiness Report
      9. Delete Product Groups
      10. Edit Multiple Products from a Static Product Group
      11. Remove Products from a Static Product Group
      12. Delete Products from a Dynamic Product Group
      13. Delete Products from a Static Product Group
      14. Edit Multiple Products from a Dynamic Product Group
      15. Enrich Products or Product group data
  9. Certified Products & Certified Product Group
    1. Customize your Products Listing View
    2. Export Certified Products
    3. Export Products with Readiness Check & Assign Task
    4. View Activity Log Details for a Product
    5. Delete Products from Certified Product Group
    6. Export Certified Product Groups
    7. Export Certified Product Groups with Readiness Check & Assign Task
    8. Add Channel Readiness for a Certified Product Group
    9. Edit a Certified Product Group
    10. View Certified Products
    11. Delete a Product Group
  10. Scripts - Transform your Product Data
    1. Using the Transformation Script Editor
    2. Post Transformation
    3. List of Transformation Scripts
  11. 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
      5. Searching Product Group
  12. 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
    5. Bulk Remove Categories
    6. Upload Category Property Association
    7. Download Category Property Association
    8. Download Category Property Template
  13. Tasks - First Step Towards Building Processes
    1. Create a New Task
    2. Edit an Existing Task
    3. View Task Details and Task Status Details
    4. 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
    5. Task Assignee
  14. Readiness Reports-Ensure product information completeness
    1. Creating Readiness Report
    2. Downloading Readiness Report
    3. Viewing Readiness Reports
    4. Assigning Task using Readiness Report
  15. Catalogs - Share real-time Product Content
    1. Create & Share a New Catalog
    2. Edit a Catalog
    3. Delete a Catalog
  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. Digital Asset Management - Manage your Digital Files
    1. Add a New Asset
    2. Associate Assets with Products
    3. Perform Asset Transformations
    4. Deassociate Asset from Products
    5. Download Assets
    6. Delete an Asset
  18. 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. Email Exports
    8. Stop a Scheduled Export
    9. Delete a Scheduled Export
    10. Export Parent Products
    11. Export Products via SFTP
    12. Standard Templates and Custom Templates
      1. Edit a Standard Template
      2. View Standard Template Details
      3. Create a Custom Template
      4. Bulk add properties while creating custom export template
      5. Edit a Custom Template
      6. View Custom Template Details
      7. Delete a Custom Details
  19. Deleting Export Template
  20. Volusion
  21. AI Enrichment Apps
    1. Mandatory Properties and Prompt Values for each AI App
    2. Creation of templates for AI enrichment apps
      1. Amazon Description Generator
      2. Amazon Title Generator
      3. Amazon Ads Headline Generator
      4. Product Name Generator
      5. Google Ads Generator
      6. Google Ad Description Generator
      7. Google Title Generator
      8. Youtube Hooks Generator
      9. Youtube Outline Generator
      10. Youtube Description Generator
      11. Youtube Intros Generator
      12. Youtube Titles Generator
      13. Trending Instagram Hashtag Generator
  22. Bulk Transform and Enrichment
  23. Custom Template Uploader
  24. Custom Template Downloader
  25. Headerless File Format
  26. Bulk Asset Upload and Download
  27. Image Keyword Extraction
  28. Dropbox
  29. Zapier(Gmail)
  30. Zapier(Google Sheet)
  31. Find Duplicates and Related Products
  32. Vend
  33. Volusion
  34. Google URL data Fetcher
  35. UPC Generator
  36. Image Convertor to Webp
  37. Translate Catalog
  38. Extract Common Variant Properties
  39. Image Keyword Extraction
  40. AI Image to Product Builder
  41. DAM Remove BG
  42. Guide for Obtaining AWS S3 Bucket Credentials & Configuring Public Access Permissions
  43. SFTP Watcher App
  44. Generate Partial Search
  45. Channel Integration
    1. Viewing Credentials for an Installed App
    2. Channel Integrations -
      1. Installing BigCommerce store via Unbxd PIM
      2. Importing data into Unbxd PIM from BigCommerce
      3. Mandatory Properties to export products to BigCommerce
      4. Exporting data from Unbxd PIM to BigCommerce
      5. Automating import and export using Templates and Workflows
    3. Channel Intergation-
      1. Installing Shopify via Unbxd PIM
      2. Shopify Store Fetcher
      3. Mandatory Property Mappings for Shopify
      4. Properties in Shopify and Shopify Graph QL and their importance
      5. Importing the data into Unbxd PIM from Shopify
      6. Exporting data from Unbxd PIM to Shopify
      7. Automating import and export using Scheduled Imports/Exports and Workflows
    4. Shopify Graph QL
    5. 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 Templates and Workflows
    6. Channel Integration -
      1. Installing Magento using Username and Password
      2. Magento Token Based Installtion
      3. Mandatory Properties for Magento
      4. Mageworx
    7. Channel Intergation-
      1. Installing Etsy via Unbxd PIM
      2. Importing the data into Unbxd PIM from Etsy
      3. Exporting data from Unbxd PIM to Etsy
      4. Automating import and export using Scheduled Imports/Exports and Workflows
    8. Channel Integration -
      1. Installing Walmart via Unbxd PIM
    9. Channel Integration-
      1. Installing Unbxd PIM via Amazon Seller central
      2. Installing Amazon Seller Central via Unbxd PIM
      3. Importing data into Unbxd PIM from Amazon
      4. Exporting data from Unbxd PIM to Amazon
      5. Automating import and export using Templates and Workflows
      6. Download category template from amazon seller central
    10. Ebay Installation-
    11. Steps to get template file for Ebay-
    12. Channel Integration-
      1. Google Shopping App Installation
      2. Mandatory Properties for Google Shopping
    13. Woocommerce Installation-

Setting System Permissions for a Role

Unbxd PIM’s granular system permissions represent a robust strategy for managing data, particularly evident in its meticulous handling of import functionalities. At the core of this system are three tiers of access: manage, read-only, and hide. These permissions are tailored to specific user roles to ensure that data governance aligns precisely with organizational needs.

System permissions in this documentation are categorized into three main types:

  1. Manage: This permission level grants users the ability to perform all operations related to the specific system component. Users with “Manage” permissions have comprehensive control over the component, including creating, updating, deleting, and performing other relevant actions.
  2. Read Only: Users with “Read Only” permissions are limited to viewing the specific system component. They cannot make any modifications or perform operations within the component but can only access and review the information.
  3. Hide: The “Hide” permission completely restricts users’ access to the specific system component. Users with this permission level cannot view or interact with the component in any way.

These permissions cover a wide range of system-level operations, including:

  1. Organization Setup: Managing organization profiles, members, and roles.
    • Create: Establish new organizational structures or settings.
    • Listing: View a list of existing organizational setups.
    • Update: Modify organizational setups.
    • Delete: Remove organizational setups.
  2. Import: Integrating product information with Unbxd PIM.
    • Create: Initiate new import operations.
    • Delete: Remove import records.
    • Listing: View a list of import records.
    • Update: Modify import records.
  3. Property Definitions: Defining product properties.
    • Create: Create new property definitions.
    • Update: Modify existing property definitions.
    • Listing: View a list of property definitions.
    • Delete: Delete property definitions.
  4. Product Management: Managing up-to-date product information.
    • Create: Create new product management entries.
    • Listing: View a list of product management entries.
    • Update: Modify product management entries.
    • Delete: Delete product management entries.
  5. Assets: Uploading and managing assets.
    • Creation: Create new assets within the system.
    • Listing: View a list of existing assets.
    • Update: Modify existing asset details.
    • Deletion: Delete assets from the system.
  6. Readiness: Ensuring up-to-date product information.
    • Create: Generate readiness reports.
    • Listing: View a list of readiness reports.
    • Update: Modify readiness reports.
    • Delete: Remove readiness reports.
  7. Export: Exporting certified products to marketplaces.
    • Create: Initiate exports of data from the system.
    • Listing: View a list of export records.
    • Update: Modify export records.
    • Delete: Remove export records.
  8. Templates: Standardized framework for organizing product data.
    • Create: Create new templates.
    • Update: Modify existing templates.
    • Listing: View a list of templates.
    • Delete: Delete templates.
  9. History: Managing history of product information updates
    • Listing: View a list of system activity history.
    • Update: Modify system activity history.
    • Create: Add new entries to the system activity history.
    • Delete: Remove entries from the system activity history.
  10. Channels: Publishing product data to multiple sales channels.
    • Create: Establish new channels.
    • Update: Modify existing channels.
    • Listing: View a list of channels.
    • Delete: Remove channels.
  11. Certified Product: Maintaining up-to-date product information ready for export.
    • Create: Create new entries for certified products.
    • Update: Modify existing entries for certified products.
    • Listing: View a list of certified products.
    • Delete: Remove entries for certified products.
  12. Task: Assigning and performing tasks for operational efficiency.
    • Create: Create new tasks.
    • Update: Modify existing task details.
    • Delete: Remove tasks from the system.
    • Listing: View a list of existing tasks.
  13. Catalog: Sharing sets of products with stakeholders.
    • Create– Create new catalogs.
    • Update-Modify existing catalogs.
    • Delete– Delete Catalogs
    • Listing– View a list of catalogs.
  14. Category: Creating categories for proper organization.
    • Create-Create new categories.
    • Update-Modify existing categories.
    • Delete-Delete categories.
    • Listing-View a list of categories.
  15. Workflow: Automating manual activities through workflows.
    • Create-Create new workflows.
    • Update-Modify existing workflows.
    • Listing-View a list of workflows.
    • Delete-Delete workflows.



Granular system permissions in e-commerce ensure efficient catalog management. For example, the marketing team, with “Manage” permission, updates product details independently, while the sales team, with “Read Only” access, can view and handle customer inquiries. Similarly, the logistics team, granted “Hide” permission, focuses solely on shipping logistics without accessing the product listing page.

How to Set System Permissions

  1. Click on your  Icon, and then select Organization.
  2. Switch to the Roles & Permission tab to access the Roles Listing page.
  3. Click the Icon for the role you want to edit.
  4. Navigate to the System Permissions tab.
  5. If you’re searching for a specific system-level operation, use the search box to find it by its name.
  6. In the Permissions column, hover over the operation you want to set permissions for, then select Manage, Read Only, or Hide.
  7. Click Update to save your changes.

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