ChannelEngine: users, roles, and permissions

About this article

This article describes users, roles, and permissions on ChannelEngine – as well as how administrators can add, remove, and edit them.

Table of contents

Introduction

Users

• Add a user
• Edit a user
• Delete a user

Roles

Permissions

Multi-factor authentication

Introduction

More often than not, managing rich product catalogs across multiple marketplaces requires two or more individuals. If these individuals need access to the same areas of ChannelEngine, fine-grained control of their roles and permissions might not be necessary. However, this is rarely the case.

ChannelEngine allows you to create, edit, and remove users, roles, and permissions – provided that you are the tenant's administrator.

Users

Users are the individuals who have access to a particular tenant (a.k.a. environment). For the sake of security and transparency, it is recommended that each individual be assigned to a specific user.

Users log in to ChannelEngine with their email address, password, and a multi-factor authentication (MFA) code. Alternatively, users log in via single sign-on.

To view your tenant's users, go to Settings, Users. You can then filter users by role by selecting a role in the dropdown at the top of the list of users.

To check if your users are granted the correct roles, you can export your current list of users to a CSV file. To do this, click Export to CSV on the Users page. The file is downloaded immediately. For each user, the file contains their name, email address, assigned role(s), and last login date.

Add a user

A user's uniqueness is based on their email address. That is, there can be ten users with the name John Smith – but not with the same email address.

To add a user:

1. Go to Settings, Users, and click Add user.
2. In the Add user panel, provide the user's first name.
3. Enter the user's email address in the Email field.
4. Click the User role dropdown and select a user role.
5. Click Save. The user receives an email from info@channelengine.com with either a link to set up a new user account, if they do not have a ChannelEngine user yet, or a message with a link to the account you have just given them access to.

Edit a user

To edit a user's name or roles:

1. Go to Settings, Users, and click the pencil icon next to the user's name.
2. In the Edit user panel, edit their first name and/or last name.
3. Click the User roles dropdown and select one or more roles.
4. When you are done, click Update user.

Bear in mind that:

• If you assign no roles whatsoever, the user does not have access to anything on ChannelEngine. Once they log in, they see an error.
• If you assign the administrator role to a user, no other roles are necessary, as they are all included.
• You cannot edit user roles unless you are an administrator.
• You cannot edit your own role and permissions.
• You cannot edit the user's email as it defines the user's uniqueness.

Delete a user

To delete a user from your tenant:

1. Go to Settings, Users, and click the trash can icon next to the user.
2. A verification pop-up appears. 
3. If you are sure that you want to delete the user, click Yes.

Roles

Roles are the functions that a user can perform, such as creating product selections, managing marketplaces, and editing orders. Each user must have at least one role.

The following roles are available on ChannelEngine:

• Administrator - has full access within an account, including the creation of other users.
• Administrator without customer view - has almost full access within an account, including the creation of other users, but does not have access to customers' details.
• Channel manager - can view, add, edit, and remove marketplaces. They can also create product selections and apply price rules per selection and/or per marketplace.
• Content manager - same as the Channel manager, but with the added ability to create product filters and view statistics.
• Order manager - can view and edit orders.
• Order manager without customer view - can view and edit orders, but does not have access to customers' details.
• Product manager - can manage product information and set up product selections for marketplaces.

To see the list of roles, go to Settings, Roles.

Custom roles

Users with the administrator role can also create a role by clicking Add role, or clone an existing role by clicking the Copy role button by it. This creates a custom role, which you can then name and assign permissions to. When you are done, click Update.

To view the list of users with a specific role in your tenant, click the View assigned users button.

To delete a custom role, click the trash can button next to it.

Permissions

Permissions are the actions available to each role. Each role comes with a predefined set of permissions. The permissions attached to standard roles can be viewed by clicking the respective eye icon.

To change the permissions assigned to a custom role, click the pencil icon next to it on the Roles page and select the desired permissions.

Create any custom role via a combination of any of the following permissions: 

• Channels management
• Full access
• Customers view
• Full access
• Order anonymization
• Full access
• Product management
• Full access
• Run task
• Full access
• Setting management
• Full access
• Statistics view
• Full access
• System Override
• Full access
• Update listed products
• Full access
• User management
• Full access
• View tasks
• Full access
• Order management
• Stock management
• Pricing management
• Finance management
• Product selection management
• Recovery management

Multi-factor authentication

Some parts of ChannelEngine, require recent multi-factor authentication (MFA) confirmation to proceed.

MFA is required for: 

• Managing users

• Managing roles

For more guidance on MFA, check out ChannelEngine: multi-factor authentication.