Last modified by caterina on 2022/02/04 16:47
From version 5.1
edited by melanie@one-count_com
on 2016/12/13 13:06
Change comment: There is no comment for this version
To version 13.1
edited by caterina
on 2022/02/04 16:47
Change comment: There is no comment for this version

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Title
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1 -Utilities - Backend Users and Permissions (v12.x)
1 +Utilities - Backend Users and Permissions
Parent
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1 +System Utilities
Author
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
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 UTILITIES from the main menu.** ===
11 +**Select SETUP from the main menu.**
12 12  
13 -[[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"]]
14 14  
15 -=== Select BACKEND USERS from the sub-menu. ===
15 +**Select BACKEND USERS from the sub-menu.**
16 16  
17 -[[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"]]
18 18  
19 +\\
20 +
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. ===
33 +**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.
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.
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
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
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
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
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
79 +(% style="text-decoration: underline;" %)Includes:(%%) Products, Resources, Promo Codes, Product Status, Source Codes
80 +(% 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 -
107 +\\
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: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.)
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.)
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 -=== Advertiser Dashboard ===
125 +=== Sample 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 -
131 +\\
130 130  
131 131  Remember:
132 132  
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139 139  {{/layout-cell}}
140 140  
141 141  {{layout-cell}}
142 -**Search all Documentation:**
144 +{{panel borderStyle="solid" title="Search all Documentation:"}}
143 143  
144 144  
145 -
146 146  {{livesearch/}}
148 +{{/panel}}
147 147  
148 -
150 +{{panel borderStyle="solid" title="Search System UTILITIES:"}}
149 149  
150 -**Search System UTILITIES:**
151 151  
152 -
153 -
154 154  {{pagetreesearch rootPage="System Utilities"/}}
154 +{{/panel}}
155 155  
156 +{{panel title="More System UTILITIES"}}
157 +{{expand title="Expand"}}
156 156  
157 157  
158 -On this page:
159 -
160 -
161 -
162 -{{toc maxLevel="2"/}}
163 -
164 -
165 -
166 -{{expand title="More System UTILITIES"}}
167 - [[QR Codes>>doc:Utilities - QR Codes (v12\.x)]]
168 -
169 169  (% style="margin-left: 30.0px;" %)
170 -[[Job List>>doc:Utilities - Job List (v12\.x)]]
161 +[[Job List>>doc:Utilities - Job List]]
171 171  
172 172  (% style="margin-left: 30.0px;" %)
173 173  
174 174  
175 175  (% style="margin-left: 30.0px;" %)
176 -[[Email Engine Sender Score>>doc:Utilities - Email Engine (v12\.x)]]
167 +[[doc:Email Engine Sender Score]]
177 177  
178 178  (% style="margin-left: 30.0px;" %)
179 -[[Email Engine>>doc:Utilities - Email Engine (v12\.x)]]
170 +[[Email Engine>>doc:ONEmail]]
180 180  
181 181  (% style="margin-left: 30.0px;" %)
182 182  Action Manager
183 183  
184 184  (% style="margin-left: 30.0px;" %)
185 -[[Configuration Manager>>doc:Utilities - Configuration Manager (v12\.x)]]
176 +[[Configuration Manager>>doc:Utilities - Configuration Manager]]
186 186  
187 187  (% style="margin-left: 30.0px;" %)
188 188  Backend Activity Log
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191 191  IVT Mitigator
192 192  
193 193  (% style="margin-left: 30.0px;" %)
185 +[[Widget Builder>>doc:Utilities - Widget Builder]]
194 194  
195 -
196 196  (% style="margin-left: 30.0px;" %)
197 -[[Mapper>>doc:Utilities - Mapper (v12\.x)]]
188 +[[Mapper>>doc:Utilities - DExTr]]
198 198  
199 199  (% style="margin-left: 30.0px;" %)
200 200  Import/Export Tool
201 201  {{/expand}}
193 +{{/panel}}
194 +
195 +\\
196 +
197 +\\
202 202  {{/layout-cell}}
203 203  {{/layout-section}}
204 204  {{/layout}}
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1 -67304
1 +67170
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67304/Utilities - Backend Users and Permissions (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/67170/Utilities - Backend Users and Permissions