How to add users

We will guide you through adding more users to Delogue PLM, explain which user roles they can have, how to transfer contacts and tasks from one user to another and how to deactivate any user.

• ADDING MORE USERS
• USER ROLES & RIGHTS
• EDITING A USER
  • Update a users roles
  • Update Users email
  • Resend invitations
  • Deactivate a User
  • Delete Users that have not activated their account
• HIDE INACTIVATE USERS
• EXPORT DATA TO EXCEL AND CSV
• OTHER USEFUL FEATURES

ADDING MORE USERS

In the process of getting you and your brand started, it is important to add your colleagues and team members to Delogue PLM so you can start collaborating. 

To invite them:

1. Go to the Admin section and choose Company Info from the left-side menu
2. Click on "Add user"
3. Fill in at least the Name and the email - it is optional to set the "First name" and "last name"
4.  Then it is time to appoint Roles to the user you are inviting - a User must at least have one role.
5. Once done - click on the "Send Invitation"

USER ROLES & RIGHTS

There are different user roles in Delogue. According to what your colleague should work within Delogue they will need different user roles.

• COMPANY ADMIN - Access to all parts of your company account (Styles, Items, Report, and Admin). We strongly advise that only a few users have this role.
• COMPANY USER - Access to Style, Item, and Reports
• COLOR ADMIN - Will only have access to the limited section of Colors in Admin. Can create new colors and edit in the settings of Colors.
• SUPPLIER MANAGER - Will only have access to the limited section of Suppliers in Admin. Can add new Supplier companies and add Supplier users to Supplier companies.
• EXPORT/IMPORT ROLE - The role can only be given to Company Admins. With this role the Admin will be able to import data into Delogue. We strongly advise that only a few users have this role. 
  This role is also needed for Company Admins to be able to perform Export operations from Admin.
• PRICE ROLE - It requires the Price add-on module and it gives the Company user access to Prices, on both Styles and Items
• ORDER ROLE - It requires the Order add-on module and it gives the Company user access to Orders
• MARKETING ROLE - It requires the Marketing add-on module and it gives the Company user access to Marketing   
• BARCODES ROLE - It requires the Barcodes add-on module and it gives the Company user access to Barcodes 
• CARE INSTRUCTION ROLE - It requires the Care Instruction role to be able to update the Care Instructions on Style Level. Your Company Admin will need this role too - when they have to set up the admin part of Care Instructions.
• INTEGRATOR - any user with this role can set a Style to "Ready for Export", decide if a Style is "Primary" or not, and can carry out the "Push Style Data". We advise that you limit the number of people having this role - simply because setting a Style to "Ready for Export" can have a significant impact on your data. 
• ANALYTICS - any user with this role can use the Analytics tool to create advanced tables - much like you might be used to with Pivot in Excel.
• COMPLIANCE ADMIN - access to all compliance parts of Delogue PLM.
  The Company Admin will also need this role to access all places in Admin that have to do with Compliance.
• COMPLIANCE USER - will have access to all things Compliance outside of the Admin section.
• Batch Modifications - will be able to carry out batch replace actions on Items.

EDITING A USER

There are several things you can edit once a User has been added.

You can at any time change or update the user roles:

1. Simply mouseover the user information and click the blue edit icon
2. The row is now in edit mode, displaying the 'Select Role' drop-down. This is where you assign roles to the users. You can remove roles or add new roles.
   Any active User has to have at least one role
3. Choose the role(s) and click the green button to save

You can edit the email associated with a User

You can also edit the users' email whenever necessary.

With this option, you can give the user a different name and clear the email address. In this way, you can remove all traces of a former employee. Although you still have all logs of the things the employee has made for styles, items etc.

You can also change the email to a new employee that starts in your company. 

1. Simply mouseover the user information and click the edit icon
2. The row is now in edit mode. Here you can type in a new email address
3. Click on the Save button

Resend an invitation

If a user has not yet been activated, you can send him/her a new invitation. To do so:


1) Mouseover the user information and click the edit blue icon

2) Click 'Resend invitation' and the user in question will receive an email invitation

Deactivate a User

If one of your colleagues has left your company you might want to deactivate their account.

Just put the line with the given User into edit mode and remove the little check mark on the line in the column 'ACTIVE'. 

Delete users that have not activated their account

You might end up having some colleagues that never activated their account and suddenly you have a cluttered list of colleagues.

You can delete these colleagues that didn't activate their accounts. Simply move your mouse over the name and the delete icon will appear.

Click on the delete icon and confirm that you want to delete the invited user.

HIDE INACTIVATE USERS

 

In case you have a lot of Inactive users on your user list - it might help your overview if you hide the Inactive users.

 

This is very simple to do - just click on the Hide Inactive Users button - the users will still be there and you can at any time display them again by simply clicking on the button once more.

EXPORT DATA TO EXCEL AND CSV

To get an overview of all your users, you can easily export the data from the Company Info page into an Excel or CSV file.

Simply click on the icons located at the top of the table and the file will be downloaded with all the information about your created users. 

OTHER USEFUL FEATURES

When working with users in Delogue there are a couple of other features you might find helpful.

You can follow the links below and read more about the features:

• Transferring tasks or contact to a different user
• How to setup using 2-factor login in Admin
• How you use 2-factor login as a Company user