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Introduction

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Users & Permissions

Introduction to Users & Permissions - The People module

Anyone using EVA needs to be authenticated to gain access, and that is achieved by having Users.

There are fundamentally two groups of people interacting with EVA, employees logging in to the Apps to transact or manage settings, and consumers whose orders are created and handled on our platform, or a combination of both. This section explains how you can manage users, from employee access management to consumer data.

Below, you'll find a quick intro to the key sections pertaining to Users and Permissions section of documentation:

Concepts

As an introduction this section describes the basic principles of Users in EVA.


Employees

This section details everything around managing your employees access in EVA (add, edit, deactivate). Additionally, it includes the management of Roles and rights, outlining the functionalities and permissions available to different roles.


Consumers

This section covers how to handle consumer data effectively. Key areas include:

  • Consumers chapter: Managing consumer records.
  • Subscriptions: Manage newsletter subscriptions.
  • Inquiries: Request detailed information.
  • Cases: Handle post-sale services.
  • User Requirements: Define data collection criteria during initial consumer onboarding.


Access management

Employees and consumers can access EVA through multiple methods, including passwords, PIN codes, and Single Sign-On. This section explains these flows.




Getting Started

If you're new to EVA, follow these five steps to efficiently set up users and permissions in your environment.

Expand to view steps
  • Step 1: Add Employee Users

First, decide how to input employee data into EVA. Consider the roles and permissions each user will have. Choose the appropriate method from the available options here and follow the necessary steps for configuration or integration.

Login Methods

If you're using different login methods for employees, review the options here to determine if additional configurations are needed.

  • Step 2: Define Roles and Permissions

Identify the roles within your organization that require access to EVA, such as store associate, store manager, or admin. Define their permissions. Instructions for configuring roles and permissions are available here.

  • Step 3: Add Consumers

Determine how to enter customer data into EVA. Select the appropriate method from the options listed here.

  • Step 4: Collect Basic Customer Data

Decide on the basic customer data you need to collect. Once decided, make your selections here.

  • Step 5: Collect Enriched Customer Data

If your way of working needs additional data such as subscriptions, inquiries, and after-sale services, explore your configuration options here.



Need additional help with a complex workflow? Schedule an expert session or contact Support.