Manage Role Access to Class and Taxonomies

This is an administration feature that restricts a user’s access to Class and Taxonomy levels. The feature ensures that the user works directly with the articles they are intended to be responsible for.

Key Term:
  • Class: a class defines the base configuration for products.
Description:
  • Restrict access to particular levels of class and taxonomy to a particular role.
  • Role access can be configured within the organization as well as for partners.
  • Use the administration section to configure access.
Related topics:
Application:
  • The admin has the ability to restrict the rights of various roles within the organization and its partners so that they only have access to areas under their responsibility.

  • Example:

    Retailer XYZ has Supplier A and Supplier B. Supplier A provides furniture and Supplier B provides electronic goods. So, when restricted by admin, Supplier A will only see his products: Furniture. Similarly, Supplier B will only be able to access his products: Electronics.

How-to: Manage Role Access to Class and Taxonomy

To manage role access, follow these steps:


  • Log in and click on the Administration icon.
../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_login.PNG


  • Create a user.

    • Go to Partner Administration section.
    ../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_gotopartneradmin.PNG


    • Click on Users then click on the ‘+’ icon to create a new user.
    ../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_clickusers.PNG


    • Enter the login details and click on the Create button.
    ../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_enterlogindetails.PNG

    ../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_enterlogindetails2.PNG


  • Create Partners (Organization).

    • Click on Partners then click on the ‘+’ icon on the right side of the window.
    ../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_clickpartners1.PNG


    • Enter the name and click on the Create button.
    ../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_entername.PNG

    ../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_entername2.PNG


  • Add roles to the users in the organization.

    • Click on the Roles tab
    ../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_clickroles.PNG


    • Click on the “+” icon just below the Roles tab to assign roles.
    ../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_clickplusicon.PNG


    • Enter the name and select the role type then click on the Create button.
    ../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_selectroletype.PNG


    • Select the user to which the role will be assigned.
    ../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_selectuser.PNG


    • Select the target class that you want the user to have access to.
    ../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_selecttargetclass.PNG


    • Select the taxonomy that you want the user to have access to.
    ../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_selecttaxonomy.PNG


    Note: If no class or taxonomy is selected, the user has access to all the classes and taxonomies.


  • Log in as the user.
../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_loginasuser.PNG


  • Go to Products to view the products assigned to you.
../../../../../_images/pxp_manageroleaccesstoclassandtaxonomies_loginasuser2.PNG


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