Admin

Admins have the possibility to add new member to work on their legal, to create a new brand for their legal entity, edit a current brand logo or name and push ask a synchronization from staging to main.

Team

In the team dashboard, you can invite new members to work on your legal and attribute them with a role :

• Administrator: can access everything inside the legal, it is the highest access. An Administrator can also invite other users, edit products, edit the Customer Profile Page (if available) and access analytics dashboards
• Contributor: Can fill data into the legal (product, product rule, template ...) including the Customer Profile Page (if available). They cannot access analytics dashboards
• Reviewer: Has read access to the data. They can see but not edit the products and the Customer Profile Page. They cannot access analytics dashboards.

A special role is available to access analytics page : Analytics viewer. Although Admin has all access, you can combine Contributor or Reviewer roles with Analytics viewer to give them access to it.

Invited members goes into the invitations (left) table and already registered users are shown in members (right) table.

Brands

The admin can

• Update an existing brand name by editing the name on the field

• See Id of the brand (only editable at creation)

• See Slug of the brand (only editable at creation)

• Upload a brand logo.

• Upload a brand banner.

• Upload a brand catalog push image.

• Add socials where the brand can be found

• Add GeoCode to indicate country in which brand is sold.

• Add link to find more info on the brand (links can be different with locales)

• Add description to describe the brand (description can be different with locales)

  

Similar to admin, contributor has write access to the brand. However, reviewer has only read-only access.

Staging/Main

Once the Range on staging is considered satisfactory, the admin can push it to main, which makes it available in production, by asking a synchronization. The synchronization is available on the left menu under Sandbox. Please note that when the admin requires a synchronization, it will push **all the Range of this Legal Entity from staging to main **.

The dashboard shows:

• Type
  What type of content has been pushed.
  Supported types are: template, material, product, schema, backplate, applicativeRule, and rangeCustom
• Parameters
  The Legal Entity ID.
• Status:
  Shows the synchronisation status:
  • Error
    The synchronization hasn't been done - retry another or contact 3DVIA support.
  • In progress
    The synchronisation is under progress, as soon as it's finished if will change its status to done.
  • Done
    Once the synchronisation has finished, its status changed to done and the Legal Entity is available in main.
• Creation date:
  This column is updated with the exact time when the admin has asked for synchronisation.
• Start
  This column is updated when the synchro has started.
• End
  This column is updated when the synchro has ended and all the Legal Entity content is available in main environment.
• Error
  Show the error if the synchronisation hasn't been successful.

Legal Entity

Legal entity informations

If you are an admin you will have the possibility to see Legal entity data and refresh the API keys :

Branding for applications

In here you can upload the logo and the style for an application. Logo and style uploaded here are available for all application distribution of the same application of the legal entity.

Application translations

• It lets you manage localisation files for each applications of the legal entity.
• The UI shows a list of language codes for which a translation file already exists.
• Each language code is clickable - clicking it opens the Application Translation Create/Edit Dialog in Update mode.
• At the end of the list a “+” button is displayed. Clicking it opens the same dialog in Create mode, allowing you to add a brand-new locale.

Application Translation Create/Edit Dialog

Section	What you see / can do
Header	Download Master button - downloads the translation-master.json file . Language field - select the language code ("EN-GB"(default) in Create mode, disabled in Update mode, mandatory).
Content	Definition - a JSON editor : you can edit existing keys directly or delete keys using delete icon. Add new keys button - opens the Application Translation - Add Keys dialog (disabled when you are in Free edit mode). View mode toggle - top-right button switches between the structured JSON view and the free-text edit view.
Footer	Cancel - closes the dialog and discards any changes. Submit - upadate the translation file

Application Translation - Add Keys dialog

Use this dialog to insert several new translation entries at once.

• The dialog starts with a single row containing Key and Translation fields.
• Click the “+” button to add more rows.
• Key - add the translation key.
• Translation - enter the translated text.
• Cancel - returns to the main dialog without applying changes.
• Add - merges the new keys into the JSON definition.

Offers

Offers are the base to have access to the products and the features in HBM. Here the user can see the offers available and the one already subscribed for his legal entity. The user is also able to see the credits related to an offer when it is an offer depending on credits.

Edition is only permitted to a super admin. In order to subscribe to an offer, please refer to the commercial.