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edited by Admin User
on 2026/05/23 17:57
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edited by melanie@one-count_com
on 2016/12/13 13:05
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1 -Utilities - Backend Users and Permissions
1 +Utilities - Backend Users and Permissions (v12.x)
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1 -WebHome
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1 -XWiki.admin
1 +XWiki.melanie@one-count_com
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1 1  {{layout}}
2 2  {{layout-section ac:type="two_right_sidebar"}}
3 3  {{layout-cell}}
4 +
5 +
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.
7 + 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.**
11 +=== **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"]]
13 +[[image:attach:media_1443718008884.png||align="center"]]
12 12  
13 -**Select BACKEND USERS from the sub-menu.**
15 +=== 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"]]
17 +[[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.**
31 +=== 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.
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.
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
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
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
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
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
77 + (% style="text-decoration: underline;" %)Includes:(%%) Products, Resources, Promo Codes, Product Status, Source Codes
78 + (% 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 -\\
105 +
106 106  
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.)
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: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:Brand - How to Create and Manage Brands (v12\.x)]] documentation for details on creating and managing brands.)
113 +\\ 5 – Select On/Off for Notify By Email. (See below.)
114 114  
115 115  [[image:attach:media_1444242931115.png||align="center"]]
116 116  
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120 120  * 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.
121 121  * You may add multiple criteria by clicking the "Add Option" button.
122 122  
123 -=== Sample Advertiser Dashboard ===
123 +=== Advertiser Dashboard ===
124 124  
125 125  Example of a dashboard account for a specific advertiser:
126 126  
127 127  [[image:attach:media_1479745504292.png||align="center"]]
128 128  
129 -\\
129 +
130 130  
131 131  Remember:
132 132  
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139 139  {{/layout-cell}}
140 140  
141 141  {{layout-cell}}
142 -{{panel borderStyle="solid" title="Search all Documentation:"}}
142 +**Search all Documentation:**
143 143  
144 144  
145 +
145 145  {{livesearch/}}
146 -{{/panel}}
147 147  
148 -{{panel borderStyle="solid" title="Search System UTILITIES:"}}
148 +
149 149  
150 +**Search System UTILITIES:**
150 150  
152 +
153 +
151 151  {{pagetreesearch rootPage="System Utilities"/}}
152 -{{/panel}}
153 153  
154 -{{panel title="More System UTILITIES"}}
155 -{{expand title="Expand"}}
156 156  
157 157  
158 -(% style="margin-left: 30.0px;" %)
159 -[[Job List>>doc:OD.Utilities - Job List]]
158 +On this page:
160 160  
161 -(% style="margin-left: 30.0px;" %)
162 162  
163 163  
162 +{{toc maxLevel="2"/}}
164 164  
164 +
165 165  
166 +{{expand title="More System UTILITIES"}}
167 + [[QR Codes>>doc:Utilities - QR Codes (v12\.x)]]
166 166  
169 +(% style="margin-left: 30.0px;" %)
170 +[[Job List>>doc:Utilities - Job List (v12\.x)]]
167 167  
168 168  (% style="margin-left: 30.0px;" %)
169 -[[doc:OD.Integrations.Email.Email Engine Sender Score]]
170 170  
174 +
171 171  (% style="margin-left: 30.0px;" %)
172 -[[Email Engine>>doc:_Archive.ONEmail]]
176 +[[Email Engine Sender Score>>doc:Utilities - Email Engine (v12\.x)]]
173 173  
174 174  (% style="margin-left: 30.0px;" %)
179 +[[Email Engine>>doc:Utilities - Email Engine (v12\.x)]]
180 +
181 +(% style="margin-left: 30.0px;" %)
175 175  Action Manager
176 176  
177 177  (% style="margin-left: 30.0px;" %)
178 -[[Configuration Manager>>doc:OD.Utilities - Configuration Manager]]
185 +[[Configuration Manager>>doc:Utilities - Configuration Manager (v12\.x)]]
179 179  
180 180  (% style="margin-left: 30.0px;" %)
181 181  Backend Activity Log
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184 184  IVT Mitigator
185 185  
186 186  (% style="margin-left: 30.0px;" %)
187 -[[Widget Builder>>doc:OD.Utilities - Widget Builder]]
188 188  
195 +
189 189  (% style="margin-left: 30.0px;" %)
190 -[[Mapper>>doc:OCDEV.Utilities - DExTr -- OLD]]
197 +[[Mapper>>doc:Utilities - Mapper (v12\.x)]]
191 191  
192 192  (% style="margin-left: 30.0px;" %)
193 193  Import/Export Tool
194 194  {{/expand}}
195 -{{/panel}}
196 -
197 -\\
198 -
199 -\\
200 200  {{/layout-cell}}
201 201  {{/layout-section}}
202 202  {{/layout}}
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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/67302/Utilities - Backend Users and Permissions (v12.x)