Each account type has different access privileges depending on its role.


User Groups (Account Types)

  • System Administrator Has access to every account. System Administrator Users are able to make changes to all accounts and override settings made by any other account.

  • Power User Has access to every account except System Administrator accounts.

  • Store Design Prime Has access to every feature that deals with fixtures and store layouts.

  • Merchandising Program Prime Has access to every feature that deals with creating merchandising elements for a store.

  • Allocation Prime Has access to every feature that deals with assigning merchandising elements to a store. The Allocation Prime supplements the Merchandising Prime.

  • Creative Design Prime Has access to every feature that deals with assigning merchandising elements to a store. Also coordinates with the Creative Agencies to complete the designs in a timely fashion.

  • Production Prime Has access to every feature that deals with creating and acquiring quotes from Printers, creating final numbers for print, and generating print lists for printers and kit lists for fulfillment.

  • Print Vendor Has access to every feature that deals with creating quotes and shipping printed parcels to stores.

  • Fulfillment Has access to every feature that deals with creating quotes and shipping printed parcels to stores.

  • Trade Prime Has access to every feature that helps manage all the channel accounts.

  • Channel Prime Has access to every feature that helps manage a channel (corporate, dealer or retail).

  • Account Manager Has access to every feature that helps manage a channel (corporate, dealer or retail).

  • Team Manager Has access to every feature that assists in managing Channel Marketing Rep.

  • Third Party Merchandiser Has access to every feature that helps manage third-party channel accounts.

  • Retail Rep All Reps have access to the channel accounts they manage.

  • Dealer Regional Manager All Dealer Regional Managers have access to the channel accounts they manage.

  • Dealer Rep All Reps have access to the channel accounts they manage.

  • Dealer Principal All Dealer Principals have access to the channel accounts they manage.

  • Corporate Regional Manager All Corporate Regional Managers have access to the channel accounts they manage.

  • Corporate Rep All Reps have access to the channel accounts they manage.

  • Channel Outlet All Channel Outlets have access to their own account.

  • Complimentary Allocation Prime All Complimentary Allocation Primes have access to the programs they need to create merchandising elements for.

  • Complimentary Channel All Complimentary Channels have access to the programs they require merchandising elements from.

  • Creative Agency Has access to every feature that deals with creating collateral (design / artwork).

  • Guest Can view everything but can’t make changes.


User Groups Naming (Alias)

You can use custom user group names (Alias) to match your own terminology. To set Alias for user groups:

  • Click on Accounts tab
  • Click on a Gear icon in top right corner
  • You will see list of all groups and blank fields for English and French group name
  • Enter custom group name and system will use it if exist otherwise system will use default group names