In this article we will explain how to:

INVITING COLLEAGUES


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 the 'Add user' button


3) A new row is added to the table where you can type in name, first and last name email and select the user role (described below). Click 'Send Invitation' to add a user.
The "Name" is a mandatory field.


DIFFERENT USER ROLES & RIGHTS


These are the company 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 Report
  • 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.



You will need to give your colleagues the correct roles, according to the add-on modules your company has acquired:


  • 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.

EDITING USER ROLES


You can edit the users' roles whenever necessary.

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. In the below illustration, the user 'Delogue demo' already has 3 user roles assigned. 
These can be deleted and a new role can be added.
An active User has to have at least one role.


3) Choose the role and click the green button to save

EDITING USER EMAIL


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) Save




GOOD TO KNOW:
- Logout and login again in order for the new role to take effect
- If you need to remove a user role, simply click the cross icon and then click on the green button to save

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 her 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'. 

TRANSFER A USERS CONTACT OR TASKS TO SOMEONE ELSE

If your colleague is the contact person for any styles or items or has tasks assigned to him you can choose to Transfer these to someone else inside the organization.

Simple click on the "Transfer" button


Now you will get a pop-up will occur.
Here you can transfer the styles/ items and/ or tasks to another colleague in your company.
You simply select the name of your colleague you want to assign the issues to instead of your colleague.
Click on the button "OK" and all Tasks and/or Company Contact Person assignments are transferred.

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.


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.



EXPORT DATA TO EXCEL AND CSV


In case you want to print an overview of all your users, you can export the data you see on the Company Info page into an Excel and CSV file.


Simply just click on the Excel and/ or CSV icon that is placed on top of the table.
You will now download a file with all information about your created users.