Create a role
To create a role, click the button 
, then enter a label (mandatory, this is the name you give to the role. It is used in all screens) and a description (optional). Finally, click on the button 
to save the creation.
Users
After the first backup, no user is attached to the newly created role. But on another role, it is possible to find the list of users linked to this role, and for which application:
Sign, Categories & Classifications
These tabs allow you to create restrictions on the brand, category or classification which will then be reflected on all users linked to this role, unless a user has finer restrictions, i.e. on the user.
Restrictions are made by application (Assort, Sales and Doc), then by medium.
Menus
This tab allows you to determine which menus users of a role will have access to, by application.
Permissions
Permissions allow you to lift management rules for all users linked to a role.
For example, the Sales permission “Ignore deadlines” allows users to no longer be restricted by service provider and logistics deadlines.
Permissions Sales
| Editorial | Manage and edit editorials |
| Ignore deadlines | Allow user to ignore all details (order, cancellation etc.) |
| Quota management | Allow role to create and edit quota structure |
| After-sales service | Allows you to make after-sales service requests for Rent orders |
| Targeting | Allow targeting features on campaigns |
| Lead management | Allow to create/edit leads |
| Order out of publication | Allow to view and order a product outside publication |
| Ignore reserve threshold | Allow you to place an order by drawing on reserve stock |
| Express order mode | Allow express orders to be placed |
| Immediate transmission mode | Allow orders to be placed for immediate transmission |
| Arbitration | Arbitrate a service following an observation |
| Reschedule a mission | Reschedule a mission following arbitration |
| DRIVE - Destruction | Allow the user to request destruction of products on DRIVE |
| DRIVE - Return to the central warehouse | Allow the user to make requests for product returns to the central stock |
| DRIVE - Transfer | Allow the user to make product transfer requests |
| DRIVE - Withdrawal | Allow the user to make a withdrawal request from DRIVE |
| Changing store layers | Allows changes to store layers |
| Creating tours in the past | Allows creation of visits in the past of the same day |
| Allow geolocation bypass. | Allows you to ignore the geolocation test |
| Allow bypass of visit frequencies | Allows you to create visits beyond the authorized frequency |
Permissions Assortment
| Article | Action FO > Article: manage articles |
| Prioritization | FO Action > Prioritization: create, export and import priorities in bulk |
| Pop-up Prio | FO Action > Prioritization: adjust the priorities already imported, via a pop-up |
| Objective | FO Action: FDR > manage the Objective column on the FDR |
| Landing | FO Action: FDR > manage the Landing column on the FDR |
| Ent beginning | FO Action: Warehouse > manage start date column |
| End of the year | FO Action: Warehouse > manage end date column |
| Appro | FO Action: FDR > manage the First Appro Date column on the FDR |
| Management Agreement | FO Action: FDR > manage agreements (creation, deletion, name change) |
| Content Agreement | FO Action: FDR > manage the Future Agreement column |
| FDR Comment | FO Action: FDR > manage the comments column |
| Product sign code | FO Action: FDR > manage the product brand code column |
| Article Background | Action FO Article sheet > manage the contextual tab |
| EntPmost recent | FO Action > Warehouse: manage the Most recent supply date column |
| Warehouse 3 WH | FO Action: Warehouse > manage the three complementary WH columns |
| Copy SEO | FO Action > manage copy of reference data |
| See all agreements | FO Action > Allows you to see the agreements of all users |
| DN Objectives | FO Action > Allows you to manage the DN objectives of the circuits |
| DV Lenses | FO Action > Allows you to manage the DV objectives of the circuits |
Permissions Doc
| Case | Allow to administer files |
| Document | Allow to manage files |
| Download | Allow files to be downloaded |
| Goals | Allowing the objectives to be achieved |
| Drag and drop | Allow dragging of folders |
| File validation | Allow to validate files |
| Validation of watches | Allow to validate watches |
| Watches | Allow to create watch requests |
Edit a role
In the "Role" menu, click on the role to modify. It is then possible to modify all the fields, except the user attachment.
Click on 
to save the changes.
Delete a role
Deleting roles
It is not possible to delete a role
Attach a user to a role
To attach a user to a role, go to the "Users" menu, click on the desired user, then modify their roles by application. For more details, see the training sheet on the "Users" menu .