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Last modified by Admin User on 2026/05/23 18:01
From version 15.6
edited by Admin User
on 2026/05/23 17:55
Change comment: Updated parent field.
To version 3.1
edited by melanie@one-count_com
on 2016/12/13 12:22
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1 -Utilities - Backend Users and Permissions
1 +Utilities - Backend Users and Permissions (v12.x)
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1 -xwiki:OD.System Utilities.WebHome
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1 -XWiki.admin
1 +XWiki.melanie@one-count_com
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1 -{{layout}}
2 -{{layout-section ac:type="two_right_sidebar"}}
3 -{{layout-cell}}
1 +
2 +
4 4  {{id name="Start ScreenSteps Content"/}}
5 -Creating backend users and assigning permissions is as simple as creating login credentials and assigning permissions for each module.
4 + Creating backend users and assigning permissions is as simple as creating login credentials and assigning permissions for each module.
6 6  
7 7  === OPENING THE NEW USER WINDOW ===
8 8  
9 -**Select SETUP from the main menu.**
8 +=== Select UTILITIES from the main menu. ===
10 10  
11 -[[image:attach:Screen Shot 2022-02-04 at 4.46.18 PM.png||thumbnail="true" height="250"]]
10 +[[image:attach:media_1443718008884.png||align="center"]]
12 12  
13 -**Select BACKEND USERS from the sub-menu.**
12 +=== Select BACKEND USERS from the sub-menu. ===
14 14  
15 -[[image:attach:Screen Shot 2022-02-04 at 4.46.18 PM copy.png||thumbnail="true" height="250"]]
14 +[[image:attach:media_1443718049961.png||align="center"]]
16 16  
17 -\\
18 -
19 19  This will open the Manage Users window, as shown below.
20 20  
21 21  [[image:attach:media_1478027193064.png||align="center"]]
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28 28  
29 29  === CREATE A NEW BACKEND USER ===
30 30  
31 -**Click "+Create New User" button.**
28 +=== Click "+Create New User" button. ===
32 32  
33 33  [[image:attach:media_1443727107789.png||align="center"]]
34 34  
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59 59  Be sure that the user type is set to Admin (the default user type).
60 60  
61 61  1 – Enter the backend user's first name, last name, email, username, and password.
62 -2 – Set permissions for each module. Note that a user may be granted permission to run lists/reports but not to download them. By not checking "Download", the user will not be allowed to download lists/reports.
59 + 2 – Set permissions for each module. Note that a user may be granted permission to run lists/reports but not to download them. By not checking "Download", the user will not be allowed to download lists/reports.
63 63  
64 64  (% style="text-decoration: underline;" %)**Permissions**(%%)**:**
65 65  
66 66  **System** – All system-related functions under UTILITIES
67 -(% style="text-decoration: underline;" %)Includes(%%): Job List, Backend Users, Config Manager, BE Activity Log, IVT Mitigator, Widget Builder, Mapper
68 -(% style="text-decoration: underline;" %)Excludes(%%): QR Codes, Email Engine, Action Manager, Target Engine
64 + (% style="text-decoration: underline;" %)Includes(%%): Job List, Backend Users, Config Manager, BE Activity Log, IVT Mitigator, Widget Builder, Mapper
65 + (% style="text-decoration: underline;" %)Excludes(%%): QR Codes, Email Engine, Action Manager, Target Engine
69 69  
70 70  *User Operations * – All USER OPERATONS: Import, Bulk Operation, Add Audience
71 71  
72 72  **Form** – Form-related tasks under INVENTORY and QR Codes tool in UTILITIES
73 -(% style="text-decoration: underline;" %)Includes(%%): Questions, Forms, Source Codes, QR Codes
74 -(% style="text-decoration: underline;" %)Excludes(%%): Products, Brand, Resources, Promo Codes, Product Status
70 + (% style="text-decoration: underline;" %)Includes(%%): Questions, Forms, Source Codes, QR Codes
71 + (% style="text-decoration: underline;" %)Excludes(%%): Products, Brand, Resources, Promo Codes, Product Status
75 75  
76 76  **Product** – Product-related tasks under INVENTORY
77 -(% style="text-decoration: underline;" %)Includes:(%%) Products, Resources, Promo Codes, Product Status, Source Codes
78 -(% style="text-decoration: underline;" %)Excludes(%%): Questions, Forms, Brand
74 + (% style="text-decoration: underline;" %)Includes:(%%) Products, Resources, Promo Codes, Product Status, Source Codes
75 + (% style="text-decoration: underline;" %)Excludes(%%): Questions, Forms, Brand
79 79  
80 80  **Brand** – Brand tool under INVENTORY
81 81  
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102 102  
103 103  See Dashboard documentation for more details on creating and managing analytics dashboards.
104 104  
105 -\\
106 -
107 107  **To create a Dahsboard-type user, be sure the User Type is set to Dashboard.**
108 108  
109 109  1 – Enter the backend user's first name, last name, email, username, and password.
110 -\\2 – Set the User type to Dashboard.
111 -\\3 – Select which dashboard to grant access to from the drop-down menu. (See [[Dashboard>>doc:OD.Dashboards.Analytics Dashboards]] documentation for details on creating and managing analytics dashboards.)
112 -\\4 – Select the Brand look and feel in which to display the dashboard. (See[[ Brands>>doc:_Archive.Brand - How to Create and Manage Brands]] documentation for details on creating and managing brands.)
113 -\\5 – Select On/Off for Notify By Email. (See below.)
105 + 2 – Set the User type to Dashboard.
106 + 3 – Select which dashboard to grant access to from the drop-down menu. (See Dashboard documentation for details on creating and managing analyltics dashboards.)
107 + 4 – Select the Brand look and feel in which to display the dashboard. (See Brands documentation for details on creating and managing brands.)
108 + 5 – Select On/Off for Notify By Email. (See below.)
114 114  
115 115  [[image:attach:media_1444242931115.png||align="center"]]
116 116  
117 117  When "Notify By Email" is sent to "ON", email notifications of resource views will be sent to the email address specified.
113 + To see views by all users, set "User Account Number" - "IS NOT" - "0". (There is no user with a ONEcount ID number of 0, so the system will send notifications for every user.)
114 + To select specific criteria for notifications, use the drop-down menu to select a demographic. For example, to receive notifications only for users who live in New York, select "State" - "IS" - "New York". Conversely, to receive notifications for users in every state except New York, select "State" - "IS NOT" - "New York.
115 + You may add multiple criteria by clicking the "Add Option" button.
118 118  
119 -* To see views by all users, set "User Account Number" - "IS NOT" - "0". (There is no user with a ONEcount ID number of 0, so the system will send notifications for every user.)
120 -* To select specific criteria for notifications, use the drop-down menu to select a demographic. For example, to receive notifications only for users who live in New York, select "State" - "IS" - "New York". Conversely, to receive notifications for users in every state except New York, select "State" - "IS NOT" - "New York.
121 -* You may add multiple criteria by clicking the "Add Option" button.
117 +=== Advertiser Dashboard ===
122 122  
123 -=== Sample Advertiser Dashboard ===
124 -
125 -Example of a dashboard account for a specific advertiser:
126 -
127 127  [[image:attach:media_1479745504292.png||align="center"]]
128 128  
129 -\\
121 +Example of a dashboard account for a specific advertiser.
130 130  
131 131  Remember:
132 132  
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136 136  
137 137  
138 138  {{id name="End ScreenSteps Content"/}}
139 -{{/layout-cell}}
140 -
141 -{{layout-cell}}
142 -{{panel borderStyle="solid" title="Search all Documentation:"}}
143 -
144 -
145 -{{livesearch/}}
146 -{{/panel}}
147 -
148 -{{panel borderStyle="solid" title="Search System UTILITIES:"}}
149 -
150 -
151 -{{pagetreesearch rootPage="System Utilities"/}}
152 -{{/panel}}
153 -
154 -{{panel title="More System UTILITIES"}}
155 -{{expand title="Expand"}}
156 -
157 -
158 -(% style="margin-left: 30.0px;" %)
159 -[[Job List>>doc:Utilities - Job List]]
160 -
161 -(% style="margin-left: 30.0px;" %)
162 -
163 -
164 -
165 -
166 -
167 -(% style="margin-left: 30.0px;" %)
168 -[[doc:OD.Integrations.Email.Email Engine Sender Score]]
169 -
170 -(% style="margin-left: 30.0px;" %)
171 -[[Email Engine>>doc:_Archive.ONEmail]]
172 -
173 -(% style="margin-left: 30.0px;" %)
174 -Action Manager
175 -
176 -(% style="margin-left: 30.0px;" %)
177 -[[Configuration Manager>>doc:Utilities - Configuration Manager]]
178 -
179 -(% style="margin-left: 30.0px;" %)
180 -Backend Activity Log
181 -
182 -(% style="margin-left: 30.0px;" %)
183 -IVT Mitigator
184 -
185 -(% style="margin-left: 30.0px;" %)
186 -[[Widget Builder>>doc:Utilities - Widget Builder]]
187 -
188 -(% style="margin-left: 30.0px;" %)
189 -[[Mapper>>doc:OCDEV.Utilities - DExTr -- OLD]]
190 -
191 -(% style="margin-left: 30.0px;" %)
192 -Import/Export Tool
193 -{{/expand}}
194 -{{/panel}}
195 -
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67170/Utilities - Backend Users and Permissions
1 +https://info.onecount.net//wiki/spaces/OD/pages/67300/Utilities - Backend Users and Permissions (v12.x)