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Articles on:Access and roles
Access and their impact on work

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  • Store Manager
  • Personal office
  • Working with solutions
  • Access and roles
  • Service settings
  • General questions
  • Recommend to read
  • What is the purpose of the "Set password" switch in the "Create new user" panel?
    The "Set Password" switch, which appears when a user is created in the pop-up panel, allows the administrator to obtain the user's initial password and reset it manually. This ability avoids technical difficulties when interacting with new users.Few readers
  • Who has access to the "Supplier" role?
    The "Supplier" role is available to clients who have purchased the "Supplier access" extension. You can provide data to suppliers by this functional: for a certain period; with daily updating of information or for a period in the past; according to one or more suppliers; by certain categories or brands; by a certain date; according to certain metrics.Few readers
  • Can I set access time limits for certain roles?
    You can set access time limits for individual users with the Supplier role. When you invite a user with the Supplier role, the "Available period for supplier" field appears. In this field, you can specify the start and end dates of access to data on selected stores, categories, brands.Few readers
  • What is the relationship between the user role and the list of metrics that will appear in the Reports?
    When you're creating/editing a role in the Admin Panel solution, you have to check the available metrics in the pop-up panel. Accordingly, unmarked metrics are not available automatically. In the future, they will not be displayed in the Reports and will affect the list of notifications that will be received by the user with this role.Few readers
  • How do I set up a user role (increase/decrease access)?
    The administrator can configure the user role on the Admin Panel solution. To do this the administrator needs: go to the "Roles" page; click the vertical three dots next to the role name and select "Edit role"; enter the necessary changes in the name, type of role, allowed solutions, functions, metrics on the pop-up panel; click the "Apply" button.Few readers
  • Why aren't individual metrics displayed in Reports? What should I do in such cases?
    The reasons for this situation are: the user role has limited access to chosen groups of metrics; the client does not download the relevant data. In the first case you should contact your administrator to expand user role access.Few readers
  • Why don't I have a "+" button next to the name of the dashboard group to create dashboards?
    This situation occurred because you with your role don’t have access to the functionality of the solution - "Allow to edit the dashboard". To resolve this issue, you should contact your administrator for extended access.Few readers
  • How can I view which documents have been downloaded by a user?
    In the Admin Panel, you can save and view documents that have been downloaded by each user on any BES solution. To do this, you need to go to the "Activity history" page and click on the highlighted reports.Few readers
  • Why don't I receive all types of notifications?
    Types of notifications are linked to certain metrics: Terminal capacity - metric "Sales Qty"; Top sales trend - metrics: “Price”, “Average sales qty”, “Qty of days when the product was not sold”, “Stock Qty at the end of the period”, “Qty of days that product has 0 stock”; Product Layout - metrics: "Price", "Stock Qty", "Average sales Qty per day", "Date of last sale", "Date of the last received products", "Qty of days when the product was not sold ”; ProducFew readers
  • What restrictions can I set for the role?
    When you’re creating a role, you can restrict access to: solutions, individual solution functions, metrics and notifications that users receive with that role. For users, you can set additional restrictions: stores, categories, brands. You must specify these restrictions when you’re creating/editing a user on the "Users" page of the "Admin Panel" solution.Few readers

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