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Access permissions to product catalog

Now you can set up access permissions to work with the product catalog. Your employees will see only the information they need and won't be able to accidentally delete an item or change its price.

Access permissions are represented as a list with buttons to enable and disable catalog features. You need to create a role and assign it to an employee or a department. After that, enable the access permissions for a certain role.

Check if this option is available on your plan. Learn more information on the pricing page.

Where you can set up access permissions

Go to the CRM section – SettingsAccess permissionsProducts and warehouses.

You can also go to the settings section from the product catalog page. Click on the gear icon and select – Access permissions.


How to configure access rights

By default, there are the following roles in the form: online store administrator, online store staff and warehouse clerk. You can create new roles or add employees to existing ones.

To assign roles to employees or departments, click "+" and select the people.

Then enable access permissions for each role.


What access permissions can be set up for the product catalog

The access permissions are divided into 3 sections: Products catalog, Product catalog options and Settings.

Products catalog

View product catalog

An employee with this access permission can view all products in the catalog.

Make sure that employees who work with deals and delivery documents have the access permission to view the catalog. If an employee does not have this access permission, he/she will not be able to select products in deals and inventory management documents and send products to the client in the open channel chat.


View product purchasing price in the catalog

An employee with this access permission will have access to information about the purchase price of the products. Make sure that this access permission is available to the employees who are processing the Stock Receipt and entering the purchase prices.

If an employee does not have this access permission, he/she will not be able to set the purchase price.


Create product

An employee with this access permission will be able to create a product or a service in the catalog, in the deal form and in the inventory management documents.

Enable this access permission only for those employees who fill the catalog and can create new products.

Note! If you have allowed the product creation without saving it in the catalog, the access permissions do not apply to such products, so they are not saved in the catalog.

We recommend deactivating this option so that all product deals are regulated by access permissions and you can always be sure that everything in the catalog and deals is correct.


Edit product

An employeeĸ with this access permission will be able to change product properties, add and delete product variants, and upload product photos.

Price and publication in the online store are managed by other access permissions.

Delete product

An employee with this access permission will be able to delete products from the catalog. When a product is deleted, a record is saved in the CRM entity.


Change product selling price in the catalog

An employee with this access permission will be able to change the product price. If an employee has the access permission to edit the product, but he/she can not change the product price, he/she will not be able to change it.

Read more information in the article: Change product selling price in the catalog.

Change product selling price in CRM entity

An employee with this access permission can change the product price in a deal, a lead, an order and other CRM entities. In this case, the product price in the catalog will remain the same and only the price in the current entity will be changed.

Read more information in the article: Change product selling price in CRM entity.

Apply product discount

An employee with this access permission will be able to set up a discount in deals, accept payment via chat and in other CRM entities. It is possible to specify CRM elements in which the manager will be able to set the discount.


Publish product in the online store

There is an option in the product form which allows you to publish or unpublish an item in the online store. This option may be required when your catalogy contains items for internal work and clients should not see them on the website. An employee with this access permission will be able to regulate which products are available on the website, and which ones are removed from publication.

Read more information in the article: Publish product in the online store.

Start product import

An employee can load a list of new products into the catalog as well as transfer product data from other systems.

Read more information in the article: Start product import.

Start product export

An employee will be able to export products as a file with all properties and prices.

Product catalog options

Modify product view form

An employee will be able to change, add and delete any fields in the form. The form fields are easily customizable, so you can make work with the catalog convenient for your company.

Read more information in the article: Modify product view form.

Make current product view form design default for other users

An employee can customize the view of the product form for all employees. This way you can be sure that other employees won't accidentally change the form view or delete the desired fields.


Manage tax rates

The employee will be able to set tax rates and decide whether they should be applied to a particular product, included in the price or added to it.



Create and edit units of measurement

The employee will be able to choose what the item is measured in. Several popular units of measurement are available by default, but the user can create his/her own if necessary.

Read more information in the article: Units of measurement.

Manage price types

The employee will be able to change, add and delete price types, as well as change the base price in the online store advanceed settings.

Settings

This block contain access permissions to configure user access permissions and section parameters.

Read more information in the article: Access permission: Settings.
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