Last modified by caterina on 2022/02/04 16:47
From version 14.1
edited by caterina
on 2022/02/04 17:47
Change comment: There is no comment for this version
To version 3.1
edited by melanie@one-count_com
on 2016/12/13 12:22
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)
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1 -System Utilities
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1 -XWiki.caterina
1 +XWiki.melanie@one-count_com
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1 -{{layout}}
2 -{{layout-section ac:type="two_right_sidebar"}}
3 -{{layout-cell}}
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.
4 + 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.**
8 +=== 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"]]
10 +[[image:attach:media_1443718008884.png||align="center"]]
14 14  
15 -**Select BACKEND USERS from the sub-menu.**
12 +=== 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"]]
14 +[[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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30 30  
31 31  === CREATE A NEW BACKEND USER ===
32 32  
33 -**Click "+Create New User" button.**
28 +=== Click "+Create New User" button. ===
34 34  
35 35  [[image:attach:media_1443727107789.png||align="center"]]
36 36  
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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.
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.
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
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
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
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
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
74 + (% style="text-decoration: underline;" %)Includes:(%%) Products, Resources, Promo Codes, Product Status, Source Codes
75 + (% 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 -\\
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.)
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.)
116 116  
117 117  [[image:attach:media_1444242931115.png||align="center"]]
118 118  
119 119  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.
120 120  
121 -* 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.)
122 -* 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.
123 -* You may add multiple criteria by clicking the "Add Option" button.
117 +=== Advertiser Dashboard ===
124 124  
125 -=== Sample Advertiser Dashboard ===
126 -
127 -Example of a dashboard account for a specific advertiser:
128 -
129 129  [[image:attach:media_1479745504292.png||align="center"]]
130 130  
131 -\\
121 +Example of a dashboard account for a specific advertiser.
132 132  
133 133  Remember:
134 134  
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138 138  
139 139  
140 140  {{id name="End ScreenSteps Content"/}}
141 -{{/layout-cell}}
142 -
143 -{{layout-cell}}
144 -{{panel borderStyle="solid" title="Search all Documentation:"}}
145 -
146 -
147 -{{livesearch/}}
148 -{{/panel}}
149 -
150 -{{panel borderStyle="solid" title="Search System UTILITIES:"}}
151 -
152 -
153 -{{pagetreesearch rootPage="System Utilities"/}}
154 -{{/panel}}
155 -
156 -{{panel title="More System UTILITIES"}}
157 -{{expand title="Expand"}}
158 -
159 -
160 -(% style="margin-left: 30.0px;" %)
161 -[[Job List>>doc:Utilities - Job List]]
162 -
163 -(% style="margin-left: 30.0px;" %)
164 -
165 -
166 -(% style="margin-left: 30.0px;" %)
167 -[[doc:Email Engine Sender Score]]
168 -
169 -(% style="margin-left: 30.0px;" %)
170 -[[Email Engine>>doc:ONEmail]]
171 -
172 -(% style="margin-left: 30.0px;" %)
173 -Action Manager
174 -
175 -(% style="margin-left: 30.0px;" %)
176 -[[Configuration Manager>>doc:Utilities - Configuration Manager]]
177 -
178 -(% style="margin-left: 30.0px;" %)
179 -Backend Activity Log
180 -
181 -(% style="margin-left: 30.0px;" %)
182 -IVT Mitigator
183 -
184 -(% style="margin-left: 30.0px;" %)
185 -[[Widget Builder>>doc:Utilities - Widget Builder]]
186 -
187 -(% style="margin-left: 30.0px;" %)
188 -[[Mapper>>doc:Utilities - DExTr]]
189 -
190 -(% style="margin-left: 30.0px;" %)
191 -Import/Export Tool
192 -{{/expand}}
193 -{{/panel}}
194 -
195 -\\
196 -
197 -\\
198 -{{/layout-cell}}
199 -{{/layout-section}}
200 -{{/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/67300/Utilities - Backend Users and Permissions (v12.x)