Creating and managing user roles in KatanaPIM is essential for defining the access and responsibilities of different team members within the PIM system. This helps in ensuring that workflows are efficient and secure.
Begin by deciding on a role for your new user. This is crucial for defining their access and responsibilities within KatanaPIM.
Navigate to 'User Roles': From your dashboard, click on "Users" and then select "User Roles."
In the User Roles section, click "Add New."
Name the role, e.g., "Content Manager," and ensure it matches in the "System Name" field.
Make sure the "Active" box is checked.
Click "Save" to create the new User Role entity.
Permission rules
Setting up Permission rules
Go to the "Configuration" tab and select "Permission Rules."
Click "Add New Permission Rule" and select your user role, like "Content Manager."
Define access levels for different entities such as Category, Feed Mapping, Manufacturer, Product, Specification Attribute, and Store.
Decide the level of access for each entity: "Read" (view only), "Write" (edit), "Delete," or "Full Permission" (complete access).
To restrict access, skip entities as needed.
Reviewing Permission rules
After setting permissions, review the rules in the overview section (on the right of the 'Add new permission rule page'.
Utilize the filtering option to quickly find specific rules based on criteria like user roles, entity types, or access rights (on the 'Permission rules page'.
