Help Documentation

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.

Example:

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.