Users and Groups

The Users and Groups module allows you to manage the data of all the users and groups that belong to your tenant. To authorize the users in the system, add them to the tenant and create relevant user groups with sets of access rights. Then, link the users with the user groups to make the access rights work.

Definitions

User - an employee using the Emporix Management Dashboard.

User Group - a group of users that share some common characteristics, like performing similar job. User group defines access controls for the users.

Role - a combination of predefined permissions that allow users to perform some actions on resources within the system. You can apply a role to a user group.

Permission - a mechanism for limiting what actions a user belonging to a role can perform on specific resources.

Access controls - a combination of roles and resources. For example, a user with a manage access control on product resources can view, create, delete, and edit product entities.

Resource or Entity - the object type within the Emporix Management Dashboard.

Action - the ability to perform an action on entities of specific type.

Users

You can filter or sort the users list by first name, last name, email address, department or status.

The are two status types:

• The Green dot shows the user is active

• The Grey dot shows that the user was added and provisioned, but has not registered their account yet

Create a user

1. In the Administration module, go to Users and Groups.

2. Go to the Users tab and choose the Create New User.

3. Provide all the requested information. All fields are mandatory.

4. After you provide the user’s details, choose Save to add your new user to the users list straight away.

If at any point you decide to stop adding the new user, you can use the Discard option. It clears all the fields and removes the data you’ve entered for the user.

Groups

You can filter and sort groups by the group name.

Create a user group

1. In the Administration module, go to Users and Groups.

2. Go to the Groups tab and click the Create New Group.

3. In General section, provide the group's ID, name and description.

1. Optionally, choose the Role for the group, you can select between:

   • Standard role for Management Dashboard users: Viewer, Manager, or Admin.

   • One of the Templates for Manager roles with specific access rights.

Based on your choice of Role, you can see that the access controls in Management Dashboard Settings section get selected automatically.

1. Set up the group access rights in the Management Dashboard Settings section:

   • read access selected - a user is able to see entities of a specific type

   • manage access selected - a user is able to see, edit, create, and delete entities of a specific type

   • none selected - a user is not able to see entities of a specific type

   Use the checkboxes to define the access rights only for the particular types the group is supposed to have access to. If a group is not supposed to manage or even see a particular entity in the Management Dashboard, don't select any permission.

   

1. Confirm with Save.

Assign users to a group

To allow a user to work within the tenant, assign the user to a user group with a set of specific access rights. You can do it in two ways: from the user perspective and from the user group perspective.

From the user perspective

1. In the Administration module, go to Users and Groups -> Users.

2. To open the edit mode, select the relevant user row.

3. Go to the Access tab and select the relevant user group.

4. Save your changes.

From the user group perspective

1. In the Administration module, go to Users and Groups -> Groups.

2. Open the group you want to add members to and go to Members tab. Choose Add members.

3. Select the users to add, you can search by first name, last name, email or department. Confirm with Add members.

From the user group edit mode

1. In the Administration module, go to Users and Groups -> Groups.

2. To open the edit mode, select the relevant group.

3. Go to the Members tab and choose Add Members. Select the users that you want to add to the group, you can search by first name, last name, email or department.

Predefined roles

You can choose from the predefined roles for a user group or define manually the relevant access controls. Note that manage access control contains read, create, edit, and delete actions.

Viewer

Manager

Administrator

Catalog Manager

Pricing Manager

Order Fulfillment Manager

Compare role templates

Permissions

As particular resources have references to other resources, you need to take that into account when setting the relevant access controls for the groups you create. We've prepared a matrix of possible functions in a company and expected permissions in Management Dashboard. You might use it as a baseline for managing permissions for particular groups.

Take a look at the matrix to see what to take into account.