Last modified by caterina on 2022/02/04 16:47
From version 3.1
edited by melanie@one-count_com
on 2016/12/13 12:22
Change comment: There is no comment for this version
To version 14.1
edited by caterina
on 2022/02/04 17:47
Change comment: There is no comment for this version

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1 -Utilities - Backend Users and Permissions (v12.x)
1 +Utilities - Backend Users and Permissions
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1 +System Utilities
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
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1 +{{layout}}
2 +{{layout-section ac:type="two_right_sidebar"}}
3 +{{layout-cell}}
1 1  
2 2  
3 3  {{id name="Start ScreenSteps Content"/}}
4 - 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.
5 5  
6 6  === OPENING THE NEW USER WINDOW ===
7 7  
8 -=== Select UTILITIES from the main menu. ===
11 +**Select SETUP from the main menu.**
9 9  
10 -[[image:attach:media_1443718008884.png||align="center"]]
13 +[[image:attach:Screen Shot 2022-02-04 at 4.46.18 PM.png||thumbnail="true" height="250"]]
11 11  
12 -=== Select BACKEND USERS from the sub-menu. ===
15 +**Select BACKEND USERS from the sub-menu.**
13 13  
14 -[[image:attach:media_1443718049961.png||align="center"]]
17 +[[image:attach:Screen Shot 2022-02-04 at 4.46.18 PM copy.png||thumbnail="true" height="250"]]
15 15  
19 +\\
20 +
16 16  This will open the Manage Users window, as shown below.
17 17  
18 18  [[image:attach:media_1478027193064.png||align="center"]]
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25 25  
26 26  === CREATE A NEW BACKEND USER ===
27 27  
28 -=== Click "+Create New User" button. ===
33 +**Click "+Create New User" button.**
29 29  
30 30  [[image:attach:media_1443727107789.png||align="center"]]
31 31  
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56 56  Be sure that the user type is set to Admin (the default user type).
57 57  
58 58  1 – Enter the backend user's first name, last name, email, username, and password.
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.
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.
60 60  
61 61  (% style="text-decoration: underline;" %)**Permissions**(%%)**:**
62 62  
63 63  **System** – All system-related functions under UTILITIES
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 +(% 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
66 66  
67 67  *User Operations * – All USER OPERATONS: Import, Bulk Operation, Add Audience
68 68  
69 69  **Form** – Form-related tasks under INVENTORY and QR Codes tool in UTILITIES
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 +(% style="text-decoration: underline;" %)Includes(%%): Questions, Forms, Source Codes, QR Codes
76 +(% style="text-decoration: underline;" %)Excludes(%%): Products, Brand, Resources, Promo Codes, Product Status
72 72  
73 73  **Product** – Product-related tasks under INVENTORY
74 - (% style="text-decoration: underline;" %)Includes:(%%) Products, Resources, Promo Codes, Product Status, Source Codes
75 - (% style="text-decoration: underline;" %)Excludes(%%): Questions, Forms, Brand
79 +(% style="text-decoration: underline;" %)Includes:(%%) Products, Resources, Promo Codes, Product Status, Source Codes
80 +(% style="text-decoration: underline;" %)Excludes(%%): Questions, Forms, Brand
76 76  
77 77  **Brand** – Brand tool under INVENTORY
78 78  
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99 99  
100 100  See Dashboard documentation for more details on creating and managing analytics dashboards.
101 101  
107 +\\
108 +
102 102  **To create a Dahsboard-type user, be sure the User Type is set to Dashboard.**
103 103  
104 104  1 – Enter the backend user's first name, last name, email, username, and password.
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.)
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.)
109 109  
110 110  [[image:attach:media_1444242931115.png||align="center"]]
111 111  
112 112  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.
116 116  
117 -=== Advertiser Dashboard ===
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.
118 118  
125 +=== Sample Advertiser Dashboard ===
126 +
127 +Example of a dashboard account for a specific advertiser:
128 +
119 119  [[image:attach:media_1479745504292.png||align="center"]]
120 120  
121 -Example of a dashboard account for a specific advertiser.
131 +\\
122 122  
123 123  Remember:
124 124  
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128 128  
129 129  
130 130  {{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/67300/Utilities - Backend Users and Permissions (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/67170/Utilities - Backend Users and Permissions