Your Validity account at my.validity.com/demandtools/login controls your DemandTools access based on user roles. Admins can set these roles for all users on your account. You do not need to be an admin in your CRM to be an Admin in your Validity account.
The Admin and Standard roles are defaults and cannot be changed or deleted. As an Admin, you can create up to five additional custom user roles. These roles allow you to restrict the modules a user has access to. In this way, you can open up appropriate access to more users.
A Standard role may work for a user who regularly manages records in your CRM and needs access to all modules. But you may hesitate to grant a Standard role to users who shouldn't be able to modify or delete records. Creating custom roles with just a few modules gives these users the power they need. For example:
- A Marketing role may only have access to the Import and Match modules.
- A Sales role may only have access to the Tune and Export modules.
You can then assign members of your marketing team to the Marketing role and members of your sales team to the Sales role, letting them perform the functions they need and reducing demand on Standard and Admin users.
Creating a Custom User Role
Note: Once a custom role has been created, it cannot be renamed or deleted, so we recommend you plan out your custom roles before creating them.
To create a custom user role:
- Sign into your Validity account.
- Select the dropdown menu under your name and account at top right.
- Select Users.
- You can also access the Users tab directly from https://my.validity.com/demandtools/settings?tab=users.
- Select Manage Roles. This opens a popup window with all defined user roles.
- Select Add Role.
- Name the role and select Create. This creates a new column in the Manage User Roles window.
- Check the boxes for the modules your new custom role has access to.
- Select the toggle for Edit Privileges.
- Edit Privileges allows a user to save and edit scenarios and make changes to field and winner rules. If you do not want a role to have edit privileges, set this toggle to the Off position. A role without edit privileges can still run existing scenarios.
- Select Close.
You can now assign users to your custom role. Search for each user you want to assign, then open the Roles dropdown menu and select the custom role.
Note: User role management uses Live Editing. When you make a change to a custom user role, that change is instantly saved and applied to all users under that role.
To delete a role:
Before deleting a role, you must ensure that all users assigned to the role you are attempting to delete have been assigned to a new role. It is not possible to delete a role when users are assigned to it.
1. From the manage role window, select the icon to the left of the role name.
2. Click "Remove this role"
*If users are still assigned to a role, the "Remove this Role" option will not be available