Add Managed Products

Use the Managed Products related list to associate Category or Brand-level products to user settings and to restrict user access to product categories or brands. You can define the management relation for one customer or all customers. For example, a user can be the product manager for a section of a company but not the product manager for another section for the same company. But, a user can also be the product manager for a section for multiple companies.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To add managed products:

CGCloud Business Admin

OR

CGCloud Retail Business Admin

  1. From App Launcher, find and select User Settings.
  2. Select a user setting record.
  3. From the Managed Products related list, click New.
  4. Provide these details:.
    Field Description
    Identification
    Product Product category that belongs to the same sales org as the user.
    User User for whom access is being defined. This field is auto-populated and can't be edited.
    Access

    The level of access. The options are:

    • Read
    • Read/Write
    Customer

    Customer for whom product manager relation is defined for a user.

    Note
    Note If the field is empty, the user is a product manager of the product category for all the customers in the sales org.
    Active

    Indicates if the product manager record is active. The default value is Inactive.

    Note
    Note To activate or deactivate a record, use the relevant buttons in the Managed Products related list.
  5. Save your changes,