User management allows you to define different user roles with specific permissions. These roles determine what actions each user can perform.

• On the left navigation panel, expand Admin and click User Management. The following screen appears:

  

• All Users screen has Username, First Name, Last Name, Email, Status, Ellipsis to edit, delete, or update the status of the user, and Columns.

  • Username: The user identity to log in to the NVL application
  • First and Last Name: First and last name of the user
  • Email: Email ID of the user
  • Status: Displays user status as active or inactive
  • Ellipsis: Tap on ellipsis to edit, delete, or set the status of the user to active or inactive
  • Columns: To adjust the column width and manage columns

• From the search bar, search the user by Username, First and Last Names, or Email attributes.

Add New User

Create a new user account wih a specific role and ensure that user can only access features relevant to their role.

• On All Users screen, click Add New User on the top right. A New User screen is displayed:

  

• Enter the First and Last Name (Optional), followed by the Username and Email ID.

  !Note: 'ngl@' is an organization ID that serves as a key to access the application.

• Select a role to assign to the user.

  User roles are four types:

  • System Admin: Can create, view, edit and delete all modules, including promotion priority grid, mutual exclusion groups, configuration settings, and user management. This user has special privileges to approve promotions for deployment.
  • Business Admin: Can create, view, edit, and delete for all business modules, excluding promotion priority grid, mutual exclusion groups, configuration settings, where privileges are read-only. This user can create and update, but not delete, users. This user has special privileges to approve promotions for deployment.
  • Marketing: Can create, view, edit, and delete for all business modules, excluding promotion priority grid, mutual exclusion groups, configuration settings, and user management, where privileges are read-only.
  • Customer Service: Can create and modify consumer segments as well as customer identifier and loyalty data, just like other users, but only has permission to view other modules.

• Click Create User. A message 'Successfully created user and assigned roles' is displayed, with an email sent to the user to create a new password.

  !Note: It is always good to check the mail in spam folder.

  

  Once you receive the email, you will have 15 minutes to click the link to create a new password.

• If the link to create a new password expires, the following screen appears:

  

• Click on the another link received on the same email to create your password.

  

  The status of the user becomes 'Active' once the user account is successfully created.

Update User

• Navigate to the All Users screen, for any user, tap on Ellipsis and click Edit user details. The Edit User screen is displayed:

  

  You cannot update the Username once created, however you can update other details of the user.

• To discard the changes, click Discard. The following pop-up is displayed:

  

• Click Update User. A message 'Successfully updated user' is displayed.

Delete User

• For any user, tap on ellipsis and click Delete User. The following pop-up appears:

  

• Click Delete. A message 'Successfully deleted user' is displayed.

Set User as Inactive

If a user's status is set to 'Inactive', the user will have all permissions revoked to view, create, and approve promotions.

For any user, tap on ellipsis and click Set as Inactive. A message Successfully updates user is displayed.