Last modified by caterina on 2022/02/04 16:47
From version 13.1
edited by caterina
on 2022/02/04 16:47
Change comment: There is no comment for this version
To version 11.1
edited by melanie@one-count_com
on 2016/12/14 17:55
Change comment: There is no comment for this version

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Title
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1 -Utilities - Backend Users and Permissions
1 +Utilities - Backend Users and Permissions (v12.x)
Parent
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1 -System Utilities
Author
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1 -XWiki.caterina
1 +XWiki.melanie@one-count_com
Content
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 -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.
8 8  
9 9  === OPENING THE NEW USER WINDOW ===
10 10  
11 -**Select SETUP from the main menu.**
11 +**Select UTILITIES from the main menu.**
12 12  
13 -[[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"]]
14 14  
15 15  **Select BACKEND USERS from the sub-menu.**
16 16  
17 -[[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"]]
18 18  
19 -\\
20 -
21 21  This will open the Manage Users window, as shown below.
22 22  
23 23  [[image:attach:media_1478027193064.png||align="center"]]
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61 61  Be sure that the user type is set to Admin (the default user type).
62 62  
63 63  1 – Enter the backend user's first name, last name, email, username, and password.
64 -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.
65 65  
66 66  (% style="text-decoration: underline;" %)**Permissions**(%%)**:**
67 67  
68 68  **System** – All system-related functions under UTILITIES
69 -(% style="text-decoration: underline;" %)Includes(%%): Job List, Backend Users, Config Manager, BE Activity Log, IVT Mitigator, Widget Builder, Mapper
70 -(% 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
71 71  
72 72  *User Operations * – All USER OPERATONS: Import, Bulk Operation, Add Audience
73 73  
74 74  **Form** – Form-related tasks under INVENTORY and QR Codes tool in UTILITIES
75 -(% style="text-decoration: underline;" %)Includes(%%): Questions, Forms, Source Codes, QR Codes
76 -(% 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
77 77  
78 78  **Product** – Product-related tasks under INVENTORY
79 -(% style="text-decoration: underline;" %)Includes:(%%) Products, Resources, Promo Codes, Product Status, Source Codes
80 -(% 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
81 81  
82 82  **Brand** – Brand tool under INVENTORY
83 83  
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104 104  
105 105  See Dashboard documentation for more details on creating and managing analytics dashboards.
106 106  
107 -\\
105 +
108 108  
109 109  **To create a Dahsboard-type user, be sure the User Type is set to Dashboard.**
110 110  
111 111  1 – Enter the backend user's first name, last name, email, username, and password.
112 -\\2 – Set the User type to Dashboard.
113 -\\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.)
114 -\\4 – Select the Brand look and feel in which to display the dashboard. (See[[ Brands>>doc:Brand - How to Create and Manage Brands]] documentation for details on creating and managing brands.)
115 -\\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.)
116 116  
117 117  [[image:attach:media_1444242931115.png||align="center"]]
118 118  
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128 128  
129 129  [[image:attach:media_1479745504292.png||align="center"]]
130 130  
131 -\\
129 +
132 132  
133 133  Remember:
134 134  
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158 158  
159 159  
160 160  (% style="margin-left: 30.0px;" %)
161 -[[Job List>>doc:Utilities - Job List]]
159 +[[Job List>>doc:Utilities - Job List (v12\.x)]]
162 162  
163 163  (% style="margin-left: 30.0px;" %)
164 164  
165 165  
166 166  (% style="margin-left: 30.0px;" %)
167 -[[doc:Email Engine Sender Score]]
165 +[[Email Engine Sender Score>>doc:Email Engine Sender Score (v12\.x)]]
168 168  
169 169  (% style="margin-left: 30.0px;" %)
170 -[[Email Engine>>doc:ONEmail]]
168 +[[Email Engine>>doc:Utilities - Email Engine (v12\.x)]]
171 171  
172 172  (% style="margin-left: 30.0px;" %)
173 173  Action Manager
174 174  
175 175  (% style="margin-left: 30.0px;" %)
176 -[[Configuration Manager>>doc:Utilities - Configuration Manager]]
174 +[[Configuration Manager>>doc:Utilities - Configuration Manager (v12\.x)]]
177 177  
178 178  (% style="margin-left: 30.0px;" %)
179 179  Backend Activity Log
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182 182  IVT Mitigator
183 183  
184 184  (% style="margin-left: 30.0px;" %)
185 -[[Widget Builder>>doc:Utilities - Widget Builder]]
183 +[[Widget Builder>>doc:Utilities - Widget Builder (v12\.x)]]
186 186  
187 187  (% style="margin-left: 30.0px;" %)
188 -[[Mapper>>doc:Utilities - DExTr]]
186 +[[Mapper>>doc:Utilities - Mapper (v12\.x)]]
189 189  
190 190  (% style="margin-left: 30.0px;" %)
191 191  Import/Export Tool
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192 192  {{/expand}}
193 193  {{/panel}}
194 194  
195 -\\
193 +
196 196  
197 -\\
195 +
198 198  {{/layout-cell}}
199 199  {{/layout-section}}
200 200  {{/layout}}
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id
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1 -67170
1 +67558
url
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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/67558/Utilities - Backend Users and Permissions (v12.x)