Organization Management

OrganizationA customer with a GridBuddy Connect account. The Organization Admin has access to the Organization-level settings. See Modules for more detail.UserA user with any level of access in GridBuddy Connect. See User Roles for more detail.Con...

This article explains how to add a new connection, for example if you want to build grids in an additional Salesforce org. Steps to create a new Connection: Go to GridBuddy Connect and select Organization from the top menu Click Connections on th...

Adding New Users Steps to create a single user: Select Organization from the top menu. Select User Management from the left navigation bar to launch MyValidity. If needed, log into MyValidity from the top right corner. Open the Manage Users dr...

There are 3 user roles within GridBuddy Connect: Admin, Standard, or Basic. A user may only be assigned to 1 role. Role / Module Organization    Manage Grids        Grids    Admin        x x x Standard   x x Ba...

Groups enable Admins to specify which users can access which grids. Admins do this by creating groups, assigning them to grids, and then assigning groups to users. Users and grids can both associated with multiple groups. When a group is defi...

There are 3 primary modules within GridBuddy Cloud. Organization Enables Admin users to manage Organization Settings, Connections, and Users within the organization. Connections – create, edit, test, delete connections to external systems such as...

Before enabling SSO for the GridBuddy Connect organization, It’s recommended to keep one Admin user that is not SSO enabled. Select Organization from the top menu. Select Profile in the left navigation bar. Select the Enable SSO button at...

Steps to Configure an OAuth Identity Provider: Login to you SAP Hybris C4C instance. Select ADMINISTRATION, COMMON TASKS, then Configure OAuth2.0 Identity Provider. If the Configure OAuth 2.0 Identity Provider option is not visible, then please c...

For SAP Hybris, you must set access rights for the users, in order to access grid data. Login to your SAP Hybris C4C instance. To do that, login to your SAP Hybris C4C instance, go to Administrator > Users > Business Users, click Edit > Access Rig...

Steps to create a username / passcode (non-SSO) connection:  Select “Organization” from the top menu Click on “Connections” Click “New” From the “Connector” dropdown, select “SAP Hybris” Set a name for the connection and enable the “Active” check...

When GridBuddy Connect users request data from a connection, GridBuddy Connect will apply security rules that the connection (underlying system) exposes including object-level, field-level, and record-level rules. GridBuddy Connect also offers way...