Users

In KatanaPIM, user management is a fundamental aspect of system administration. It involves creating user accounts, assigning roles, and ensuring each team member has the appropriate level of access.

How to create users and user roles

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Creating a new user

Creating User accounts

Navigate to the "Users" tab and click "Add New User."
Enter the user's email, password, and their first and last name.
Assign the user to an appropriate role (such as "Content Manager").

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Advanced settings

Fine-tuning permissions:

For more specific access control, utilize the "Access Control List" in the "Configuration" tab (Menu>Configuration>Access control list)
Here, you can further refine the user's permissions based on their assigned role.

‍User impersonation:

To ensure proper setup, use the impersonation feature to view the PIM system from the user's perspective (Menu>Users>Users>*select the desired user*>Impersonate User)

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Validate

User roles

Creating and managing user roles in KatanaPIM is essential for defining the access and responsibilities of different team members within the PIM system. This helps in ensuring that workflows are efficient and secure.

Table of contents

Creating a new user

Creating User accounts

Advanced settings