Carrying out the preparatory settings

Before you can use PlentyONE Flow, you need to take care of a few prerequisites. The following section explains how to assign the necessary rights for employees.

1. Assigning rights

Users with roles that are not of the type Administrator can only see certain sections and menus in PlentyONE. This means they only have limited access to the system. If employees work with PlentyONE Flow, they need at least the following rights:

  • Automation > Flow Studio > Delete

  • Automation > Flow Studio > Create

  • Automation > Flow Tracker > Delete

  • Automation > Flow Tracker > Edit

  • Automation > Flow Tracker > Create

Tip: How to grant rights

Note that only users with roles of the type Administrator can grant rights.

Assigning rights:

  1. Open the menu Setup » Account management » Roles.
    → The roles overview opens.

  2. Click on New (add).
    → The role creation menu opens.

  3. Enter a name for the role.

  4. Switch to the advanced mode by toggling Advanced (toggle_on) slider.

  5. Assign the rights for the respective section by ticking the check boxes indicated above.
    Note: You can either grant rights for complete sections or limit the rights you grant the user. To only grant limited rights in a certain section, expand the section.

  6. Save (save) the settings.

The simple mode and advanced mode are connected. If you check menu visibilities in the simple mode the corresponding permissions in the advanced mode will be checked automatically. The connection only exists in this direction. If you check permissions in the advanced mode no menu or plugin visibilities will be checked automatically.