Managing Users

When Admins choose to Create or Edit, an overlay panel will slide out to allow the user to fill in the required fields.  Fields marked as “optional” are not required.

  • Create/Edit User
    • The user’s email address serves as his/her username.
    • The Department selections may not map exactly to your organizational definitions, but they are intended to map to the area of DynamicAction that the user is likely to spend the most time.
    • A profile picture is recommended. The ideal upload is a 100×100 pixel .jpg or .png image.
    • If the desired Access Group or Access Role is not listed, you will need to create those Groups and Roles first. Select the check box next to each Access Group for which the user should have access and then select the Access Role for this user on those accounts.
  • Create/Edit Access Role
    • By default, DynamicAction has created an “Admin” Access role with access to everything and a “Standard” Access Role with access to everything other than Administration features. If you wish to define more specific roles, simply check the boxes for which you want the members of this role to have access.
      • Note:  beyond screens, you may have users for which you would like to restrict viewing of some opportunity lists.  For example, you may only wish to permit those in the CRM or Marketing organization to view the customer opportunity lists. If this is the case, you can place users into an access role that doesn’t grant access to specific types of opportunity lists (in this example, “Customer” lists).
      • OMNICHANNEL –  In the Access Role screen, you may now specific access role rights by channel.  In other words, you might allow some users to only see Web data, some to only see Store and some to see Web, Store and Omnichannel.
  • Create/Edit Access Groups
    • By default, DynamicAction has created an Access Group per Account.  Yet, if you would like to manage multiple accounts in the same manner, you can create an Access Group to group them all together. For example, a company may have a “European” Access Group for their French, German and Spanish accounts.