Users

Written By Admin FAQ (Super Administrator)

Updated at September 9th, 2024

Create a user

To create a user, click on . In the "Details" section, fill in the required fields (name, first name, email address, language and username). It is also possible to enter the user's password or send them an invitation email by clicking on

E-mail

The user's email must be unique. That is, no two users can have the same email address.

Access

Enter the processes to which the new user has rights, and the roles by application:

Animation Allows you to access and order animation products
Assortment Allows access to the management of eCOS ® Assort assortments
Doc Allows access to document management
Material Allows you to access and order PLV products
Rent Allows you to access and order rental furniture
SFA Allows access to calendar management, visits and promotion
Simulation Allows access to the eCOS ® Assort simulation
SpecificMerch Allows you to access and order merchandisers

Maximum number of users

If the maximum number of users in your contract is reached, it will be impossible to create or modify a user. Please contact the support service.

Organization

Enter which organization the new user will be attached to.

Information

A user can only be attached to one organization.

Signs, Categories, Classifications

If you wish, you can make restrictions on the brands, categories and classifications that the user will have access to.

If you do not make any restrictions, the user will inherit the restrictions from their role or organization.

Delivery location & home

This tab allows you to consult the delivery locations linked to the user (after an initial save):

You can also link the home to the user using the button

Calendar sharing

The "Sharing" calendar tab allows you to give access to the user's calendar to other users:

(In this example, Claudia has read-only access to Adrien's calendar, while Cathy has read-write access to the calendar)

It also allows you to configure the delegation on a user by checking the appropriate box and selecting the delegation end date:

Geoloc ByPass

This tab, available after a first save, allows you to set a time during which a user can bypass all geolocations during a visit.

To do this, enter the start date and time, and the number of hours the bypass is valid for. Then click on and save so that the user automatically receives the code in these front office notifications, or click and save it to send it via an external channel to eCOS ®.

Click on to save the creation.

Edit a user

In the "Users" menu, click on the user to modify. It is then possible to modify all the fields.

Click on to save the changes.

Delete a user

In the "Users" menu, click on the user to delete, then click on , then confirm the deletion.

Invitation email

By clicking the button , it is possible to send invitations to selected users:

The email allows users to have the access link to eCOS ® and to directly configure their password.

Login as

In a user's profile, the button allows you to log in as the selected person. Click the button to open a new tab and be redirected to the selected user's eCOS ® portal.

Number of licenses

The button allows you to view your maximum number of licenses allowed per process, as well as the number of licenses used per process.

If the number of licenses used is greater than the number of licenses allowed, it will be in red.

Externis, Externis, publisher of eCOS® Blue Eagle, the first SaaS suite dedicated to retail execution for players in the retail ecosystem (brands, distributors, wholesalers, etc.), across all distribution channels.

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