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
|
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From App Launcher, find and select User Settings.
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Select a user setting record.
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From the Managed Products related list, click New.
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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:
|
| Customer |
Customer for whom product manager relation is defined for a user.
|
| Active |
Indicates if the product manager record is active. The default value is
Inactive.
|
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Save your changes,