👥 Collaborative Demand Planning: Multi-User Mode

Multi-User Collaboration: Managing Roles & Permissions

The Multi-user mode enables seamless collaboration across your organization, allowing multiple stakeholders to contribute to the demand planning process within a secure and structured environment.

Note: Multi-user mode is an exclusive feature avalaible for Enterprise plans.

Role Definitions & Access Levels

To ensure data integrity and clear ownership, the system offers three distinct user roles:

Role	Access Level	Best For...
Admin	Full Access: Complete control over data management and user permissions.	Supply Chain Managers, S&OP managers & IT Admins.
Standard User	Edit Access: Can view and modify forecasts within their assigned scope. Restrictive access to global account settings.	Demand Planners, Regional Leads & Sales Reps.
Read-Only `New`	View Access: Full visibility into forecasts and planning decisions, with no ability to edit or delete data.	Executives, Finance, Supply Planners, Sales Reps & Marketing

It is possible to have several admins.

The table below lists the access and rights of the three roles.

Settings	Admin	Standard User	Read-Only User
Manage accesses	✅	❌	❌
Give a token access for support	✅	✅	✅
Change language	✅	✅	✅
Edit rules (ABC XYZ, KPI, Open orders)	✅	❌	❌
Change user currency display	✅	✅	✅
Upload, Edit or Delete Data	Admin	Standard User	Read-Only User
Reset Database	✅	❌	❌
Backup Database	✅	❌	❌
Restore Database	✅	❌	❌
Upload data	✅	❌	❌
View Demo data	✅	✅	✅
Create/edit/delete custom field	✅	❌	❌
Edit General Information in the Navigator	✅	❌	❌
Delete element in the Navigator	✅	❌	❌
Clone element in the Navigator	✅	❌	❌
Create element from existant in the Navigator	✅	❌	❌
Forecast Edition and Computation	Admin	Standard User	Read-Only User
Launch forecast computation	✅	❌	❌
Add, edit, remove forecast adjustment	✅	✅	❌
Approve forecast in the Navigator	✅	✅	❌
Reset forecast adjustments	✅	✅	❌
Create and save aggregation	✅	✅	✅
Add, edit, remove comments	✅	✅	❌
Create and delete tags (user associated)	✅	✅	❌
Product Life Cycle	Admin	Standard User	Read-Only User
Access to Product Life Cycle menu	✅	❌	❌
Discontinue product	✅	❌	❌
Events	Admin	Standard User	Read-Only User
Access to Events menu	✅	✅	❌
Create and edit event	✅	✅	❌
Delete event	✅	❌	❌
Add, remove event on forecast periods	✅	✅	❌
Data Export	Admin	Standard User	Read-Only User
Access and export audit trail	✅	❌	❌
Create and export report	✅	✅	✅
Export forecasts	✅	✅	✅
Export KPIs	✅	✅	✅
Export Dashboard data	✅	✅	✅

Multi-user Rules

The user account must be set in Admin mode to see this menu. Contact your SKU Science representative if this is not the case.

List of Users in your Organization

In the Sharing settings, you will find the list of all users attached to your organization.

How to Apply a Filter to a User

The Admin can define the filters per user. This allows you to segregate each user's perimeter. In the case below, we want to limit a user to only have access to the elements linked to the Paris location. If you want a user to access all the data, you click on the Share all button. Note that the orange button means that only a substet of your dataset is shared with a particular user.

Make sure you click on Apply to validate any changes.

In the Navigator, you can check which elements are shared with a user by looking in the General Information section of an element.

Cancel Data Sharing with a User

When unsharing data with a specific user, it removes all the SKUs and customs fields in the specific account. If the action was performed by mistake, you can share the dataset again from the admin account.

📈 How to use the "Forecast Edition" tab

🎯 How to improve your performance with forecast KPIs

📚 How to use "Reports"

🧭Understand how to use the Navigator

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