Create and assign toolbox roles

Via the toolbox area of the left sidebar a user gains a quick access to the different apps. For this purpose, apps can be grouped in so-called toolbox roles. These app groups will then appear in the toolbox area. Learn moreThe assortment of apps a user has at their disposal and the constellation of the app groups depend on the assigned roles and the rights which are assigned to the respective roles. For example, this allows it to grant a user only the roles which contain the apps which they need for their daily work. Users and their specific roles and rights can be configured in the iPIM CC module. You can either create your own roles with individual assortments of rights or you can use predefined toolbox roles. The latter are implemented when the system is installed. Less information

Create and assign a new toolbox role

To create a new toolbox role, assign rights to it and assign it to a user, follow the steps described below:

Step 1

First create a new toolbox role. To do so, proceed as follows:

3. Enter at least a role name in the input box “Identifier”. Any further input is optional.
4. Possibly specify by which icon the new toolbox role is represented in the toolbox area of the left sidebar. To do so, enter the corresponding icon identifier in the input box “Configuration”. The available icons are from the set of MaterialDesignIcons.
5. Under “Role type” tick the option “Toolbox role”.

• In order to finish the process, click on the SAVE button. If the process was successful, a corresponding message will appear. The new toolbox role is now created.
• In order to cancel the process, click on the CANCEL button.

2. Select a user:
   • In order to select a user, transfer it from the left column to the right column. To do this, click on the user.
   • In order to deselect a user, transfer it from the right column back to the left column. To do this, click on the user.

• In order to finish the process, click on the ACCEPT button. A success message is shown. The toolbox role is now assigned to the selected user.
• In order to cancel the process, click on the CANCEL button.

2. Select the desired rights:
   • In order to select a right, transfer it from the left column to the right column. To do this, click on the right.
   • In order to deselect a right, transfer it from the right column back to the left column. To do this, click on the right.

• In order to finish the process, click on the ACCEPT button. A success message is shown. The selected rights are now assigned to the toolbox role
• In order to cancel the process, click on the CANCEL button.

2. In the “Synchronization” card, click on the START SYNCHRONIZATION button.
3. Wait until the synchronization is finished. Afterwards the new Toolbox role is fully active.

To make sure that the respective apps appear in the toolbox area of the left sidebar, the respective roles have to be defined as a toolbox role. Apps which were assigned to a user via a standard role will not appear in the toolbox bar. They can only be accessed via the app menu or a via a specifically added tile on the dashboard.

Use predefined Toolbox roles

Some toolbox roles which contain apps that are usually used in a common workday are implemented when the system is setup. These predefined roles are.

• iPIM Toolbox basics – This role contains apps that run in the background and complete the functionality of the portal or complement the interaction and functionality of other apps:
  • Actions – Responsible for the Action menu in the apps
  • Active product – Widget on the right side of the page for an overview of/access to the product currently active
  • Tasks – Overview of current and completed background processes
  • Context – Responsible for passing data contexts between the individual apps
• iPIM Toolbox product details – These apps complement the product details app with role-specific topic riders to enable access to the respective functions from within the product details. Examples here are the Prices and Timeline apps.
• iPIM Standard – This role contains the probably most frequently used apps:
  • Search – Powerful search function with numerous filter options and favourites function
  • Worklists – Dynamic and static search result lists for the provision of to-dos
  • Product details- The core element of product data management
• iPIM Extended – This role contains other important functions, that are more task-specific in nature however:
  • Taxonomies – Structuring of classes and categories
  • Reviews – Administration of customer reviews
  • Product data update- Possibility to translate product data as well as to import product data using a file import.
• iPIM Content – This role summarises the content-oriented functions:
  • Reports – Tool for transparency with the ability to transfer report results to worklists and perform project-specific actions
  • Content management- Responsible for the compilation of content objects
  • Content relations – Responsible for linking content objects and other objects (e.g. products)

The predefined toolbox roles can be assigned to a desired user. To do so, proceed as follows:

1. Open the iPIM CC module and go the “Users” area of the “Users, Roles & Rights” section.
2. Click on the “Select user” field. Then the corresponding dialog box will appear. Here the available users are listed.
3. Pick the user from the list and click on it. Possibly use the free-text search to filter the list of available users by a search term. After you picked a user, it is shown in the “Select user” field.
4. In the “Roles” card, click on the ADD button. Then a corresponding dialog box will appear. Here you can choose a role.
5. In the left column you will see a list of all the available roles. Transfer the desired role to the right column by clicking on it. The role will then appear in the right column. Possibly use the free-text search to filter the list of available roles by entering the search term.  

• In order to finish the process, click on the ACCEPT button. A success message is shown. The selected toolbox role is now assigned to the selected user.
• In order to cancel the process, click on the CANCEL button.