The Multi-user mode allows different users from the same organization to collaborate on their demand planning process.
Note: The multi-user mode is only available for customers with an Enterprise plan.
Role Definition and Accesses
In the multi-user mode there are two different types of users:
Admin: Main user, responsible for data management and user access.
Standard user: user that needs to access and modify forecasts, has limited access to the account.
It is possible to have several admins.
The table below lists the access and rights of the two roles.
Settings | Admin | Standard User |
Manage accesses | ✅ | ❌ |
Give a token access for support | ✅ | ✅ |
Change language | ✅ | ✅ |
Edit rules (ABC XYZ, KPI, Open orders) | ✅ | ✅ |
Change currency display | ✅ | ✅ |
Load or Delete Data | Admin | Standard User |
Upload data | ✅ | ❌ |
Reset Database | ✅ | ❌ |
Backup Database | ✅ | ❌ |
Restore Database | ✅ | ❌ |
View Demo data | ✅ | ✅ |
Create/edit/delete custom field | ✅ | ❌ |
Delete element in the Navigator | ✅ | ❌ |
Forecast Edition and Computation | Admin | Standard User |
Launch forecast computation | ✅ | ❌ |
Edit forecast adjustment | ✅ | ✅ |
Lock forecast | ✅ | ✅ |
Edit general information of a forecast | ✅ | ✅ |
Reset forecast adjustments | ✅ | ✅ |
Create aggregation | ✅ | ✅ |
Add comments | ✅ | ✅ |
Create and delete tags (user associated) | ✅ | ✅ |
Data Export | Admin | Standard 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.