What's in Access Management
Introduction
Administrators use the Access module to control user permissions, data visibility, and global settings, ensuring appropriate access for all users.
View Groups
Administrators manage user groups to control content access, route approvals, and segment reporting, streamlining user permissions and visibility.
View a Group Details
Administrators and partners can view group details, including members, attributes, and assignment history, to understand user organization and access.
Add/Edit a Group
Administrators use groups to organize vendor-side users for approval routing and reporting, establishing hierarchical structures within the platform.
View Profiles
Administrators use the View Profiles page to manage user roles within the platform, defining permissions for vendor and partner users across the UPM.
View a Profile Details
Administrators manage profiles to define user permissions and access rights on the platform, ensuring granular control over who accesses specific functionalities.
Add/Edit a Profile
Administrators define and manage user profiles to control access for vendor and partner users, ensuring appropriate permissions for each role.
View Countries
Administrators manage the platform's master country list, including viewing, adding, and disabling countries, to ensure accurate geographical data for partner and deal registration.
View a Country Details
Administrators use this feature to view and manage detailed country information, including regions, states, and languages, to ensure geo-targeting and localization for partners.
Add/Edit a Country
Administrators manage countries within the UPM, ensuring accurate geographical data for partner profiles and programs by adding new countries or editing existing details, including names and abbreviations.
View Regions
Administrators use the Regions feature to define, manage, and view geographical regions within the platform to organize partners, assign managers, and filter data effectively.
View a Region Details
Administrators can view region details, including name, description, and associated countries, to manage geographical groupings for partner assignments and reports.
Add/Edit a Region
Administrators define and manage geographical regions within the UPM to categorize partners, assign managers, and filter data for targeted program management.
View Languages
Administrators manage the partner portal's supported languages, including adding, deleting, and activating them, to ensure a localized user experience.
View a Language Details
Administrators view detailed language configurations, including country cultures and associations, to manage localization settings, ensuring content is displayed to partners in their preferred language.
Add/Edit a Language
Administrators manage available languages, ensuring partners interact with the portal in their preferred language by adding, editing, or activating/deactivating languages.
View Record Visibilities
Administrators use Record Visibility to define and manage data access permissions, ensuring users see only relevant data; default access and user hierarchy settings are paramount.
View a Record Visibility Details
Administrators manage detailed record visibility rules for modules like Sales Prospects, ensuring only authorized users or groups can view specific data, maintaining data privacy and appropriate access levels.
Date-Time Settings
Administrators configure and manage date and time display formats across the platform for consistency, ensuring all users interpret time-sensitive data uniformly.