INTRO: I would like to give custom access to my employees
The strength of any platform is its ability to store all information necessary to everyone, while ONLY displaying the information needed by each. When creating an account, or throughout the life of the platform, you can create custom access for your users, thanks to 3 powerful concepts:
The licence: what you’re allowed to do on the platform
The licence does not change what you see, but impacts what you are allowed to do in terms of features. You can assign different licences to make each user a viewer, a contributor, or a platform architect.
+ See our article on licence management.
The profile: the features you have access to
Profiles have been created by your company to grant you access to the features you need. For instance, a user with a sales profile is able to see the sales statistics module, whereas a customer profile doesn’t have access to this module.
| Sales profile: |
Customer profile: |
On the sales profile, the features “Search Card”, “Catalogues” and “BI” are activated. In the customer profile, only the “Search Card” and “Silhouette” modules are available.
+ See our article on creating and managing profiles.
The entity: the context in which you operate
The entity represents the context in which you operate. Very much like a traditional file, the entity allows you to aggregate all the information useful to the same subject. You can navigate between various entities depending on your task, who you are talking to and the subject you are dealing with, in order to always have the right level of information at hand.
| Sales profile: |
Customer profile: |
On the sales profile, the features “Search Card”, “Catalogues” and “BI” are activated. In the customer profile, only the “Search Card” and “Silhouette” modules are available.
The entity: the context in which you operate
The entity represents the context in which you operate. Very much like a traditional file, the entity allows you to aggregate all the information useful to the same subject. You can navigate between various entities depending on your task, who you are talking to and the subject you are dealing with, in order to always have the right level of information at hand.
| #PPEdemo entity: |
#RED entity: |
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This homepage features 2 different entities: the overall demo area and a fictitious distributor called “RED”. When you switch from one entity to the other, the graphic environment changes: the scope of the search, but also the relevant catalogues and sales volumes have changed. Deck has selected all data relevant in each context, and displays them accordingly.
+ See our article on entities