Managing Global Positions

Theory

To be able to access any of the CEX360 functionalities a user must be assigned to at least one position which would define their role and the scope of data to which they have access:

• The Role tells what functionalities the user can access and what actions they may perform
• The Scope represents which data (Teams, Customers, Accounts, Plans, Brands, etc) they can access

The Global Positions are above business units and teams such as a user asigned on a global position has access to all existing business units and teams.

Practice

To manage Global Positions in CEX360 select Setup from the top menu and then the Organization tab:

                                                                Access Setup > Organization

Here we can see the list of existing Global Positions and for each we can see the: Position Name, Position Code, User filling the position and Role.

We can add a new position by clicking the Add Global Position + button and we can also delete Global positions by clicking the :delete-button: button corresponding to the position we want to delete.

To add a new global position, follow these steps:

1. Fill in the Position Name;
2. Assign the internal code for the position - can be used in relation to other systems, i.e. CRM
3. Select the Role the position has, from the list of predefined roles
4. Assign the user that will fill that position

                  Add global position form

To edit a global position, click on the desired global position. This will open a form displaying all relevant information about that position. Make the necessary changes, then click the Save button. Once saved, the form will close and the list of global positions will refresh automatically to reflect the updated information.

Edit global position form

                        Edit global position form