User Roles

PlanogramBuilder allows choosing between two distinct roles to assign to each user, each role with different access rights to the application features.

Notes:

• If your company has purchased a license for one user only, there is no choice of user role, so you don’t need to read this section further. (the user is automatically a PlanogramBuilder Administrator.)
• If your company has purchased a license for more than one user, you will be asked by email which user role to assign per user. You can also write at any time to planogrambuilder@zvisuel.com to request changing the role of one or more users.

Please see below a description of each user role:

Standard User

You should assign this role to users who don’t manage the product database and don’t need to manage planogram projects created by other users.

Standard users have access to standard planogramming features:

• Launch PlanogramBuilder
• Create planograms: New (Projects)
• Create bays, Modify bays (if allowed by an administrator)
• Place their Products on shelves
• Place their Accessories on shelves
• Save their planograms
• Publish their planograms
• Inserting templates into a planogram
• Open their colleagues’ planograms (if allowed by an administrator in Shared projects)
• Set various preferences in Settings affecting the current user only

PlanogramBuilder Administrator

You should only assign this role to one or a few managing users in your company.

PlanogramBuilder Administrators can manage the database, the planograms of all users and company-wide settings:

• Manage the database

• Manage all projects

• Settings affecting all users

For example:

When a PlanogramBuilder Administrator adds a product to your PlanogramBuilder database, this product instantly becomes available to all users of your company for planogramming.

When a PlanogramBuilder Administrator changes the logo of your company in PlanogramBuilder, it applies to all other users.