User Rights Quick Guide

a practical guide to access in yieldigo choose the role that matches the user's responsibilities full means view and change, view is read only, partial is limited as noted detailed technical permissions are available on request roles role description administrator full application control, user management and audit log usually 1–2 people pricing manager power user for pricing setup, strategies, rules, architectures and scenarios category manager day to day pricing, multibuy, product constraints and exports within the setup products manager same permissions as category manager; the name reflects intended use promo manager promotion only role for plans, settings and analytics; no regular prices read only user can view regular pricing and promotions but cannot make changes access by area legend full view & change view read only partial limited access — no access area administrator pricing manager category manager products manager promo manager read only products basic info, classes, sales history full full full full view view products prices, history, competitors, impacts full full full full — view products actions reprice, unit override full full full full — — categories & category analytics full full full full partial view architectures create / edit / delete full full — — — — architectures products, groups, exceptions full full full full — view strategies, scenarios, ignores full full view view — view constraints global & category full full view view — view constraints product level full full full full — view configuration full full — — — — multibuys & price suggestions full full full full — view lines / manual prices full full full full — view markdowns & markdown plans full full full full — view batches optimisation, impact export full full full full partial view exports & export templates full full full full — view alerts & notices full full full full — view promo plans create, edit, approve full full — — full view promo plans products, windows, sections full full full full full view promo settings full partial — — full view promo advisor & insights full full full full full view regular reference prices full full — — — — module settings full full view view view view downloads & brands full full full full full view user management / audit log full — — — — — important exceptions administrator only manage users, view the audit log, cancel running batches and reload translations promo manager does not see regular prices, price history, competitors or impacts reopening a finished promo plan administrator or promo manager pricing manager can reopen individual sections only promo settings administrator and promo manager pricing manager manages promo reference prices only year over year products data is not available to read only users read only users cannot create, edit, delete, approve or export yieldigo creates and deletes export templates and maintains product documentation; customers may edit an existing template's settings and schedule