We are working hard to make updates to the Shop and Account Management portal.

Please note that many of these changes will roll out this Saturday, June 1st and will require downtime. We are working to ensure minimal disruption for our eOne community and really appreciate your patience as we push out these changes. Please reach out to sales@eonesolutions.com with any questions.

Understanding Popdock Security options for Users, Teams, and Roles

Understanding Popdock Security options for Users, Teams, and Roles

Popdock’s security features ensure additional users have access only to the data they need. The first user is the default administrator, and a second administrator can be designated. An administrator is the only role with authority to add users to the Popdock account. The administrator has the ability to create teams, create roles, invite users, assign teams, and assign roles. To protect your data, you can assign a team or each individual user access to specific connectors and lists at the administrator’s discretion. This is an overview of these security options for your account.

Before adding users, we recommend defining Teams and Roles in Popdock security. When you invite users, they can be assigned to Teams and Roles that already carry the permissions needed to securely view the data they need. Creating Teams and Roles first will save time when adding users in the future. Until you give users permissions for connectors, companies, and lists, they will not have the required permissions to view their data.

To navigate to Popdock Security, select the menu on the upper left corner of the Popdock home page and then select Security.

Popdock menu with Security highlighted.

Teams

A team is a group of users with the same permissions to access connectors, lists, details, and actions. For example, you can have an accounting department that has access to accounting data. Then have a sales department that has access to sales data and cannot access the accounting data.

To Create a Team

1. From the Popdock Security Page, select Teams in the left Settings menu.

Security settings with Teams highlighted.

2. Select Add Team in the upper right corner of the page.

Add Team button

3. Give your team a Name and then press tab. A Description field will appear where you can add a description for your team.

Example of the Edit team page.

4. Select Connectors from the Settings Menu.

Security settings with Connectors highlighted.

5. Select the Connector(s) you would like to add to the team. As you add connectors, they will get added under Connectors in the Settings menu.

6. Click a newly added connector from the left Settings Menu.

Connectors with the Sample data connector highlighted.

7. Select which Companies, Lists, Details, and Actions this team needs access to from within this connector.

Note: You can assign favorites to a team, rather than assigning a favorite to an individual user.

Roles

Roles define the activities users are allowed to take in Popdock. Permissions granted in roles apply to all connectors, lists, and details that the user has been granted access to based on the Popdock Team they are assigned to. Administrators can create custom roles within Popdock, but by default Popdock has 3 roles: Developer, Manager, and User. You can edit these roles. Administrators can assign roles to a single user or multiple users, and multiple roles can be assigned to a single user.

To Create a Role

1. From the Popdock Security Page, select Roles in the left Setting menu.

Security setting with Roles highlighted.

2. Select Add role in the upper right corner of the page.

3. Give your role a Name and then press tab. A Description field will appear where you can add a description for this role.

Example of the Edit roles page.

4. Select Permissions from the left Settings Menu.

Security settings with Permissions highlighted.

5. Select which permissions you want to assign to this role.

Users

Users are individuals with a named account in the Popdock web app that can consume data from lists that you have created for each connector. Administrators add users in the Popdock Security menu. You can find instructions on how to send the invitations in the following Knowledge Base article:  How to invite a user to be added to your Popdock account. You can send an invitation to one or more users and assign them to a team and/or assign them a role. Additionally, you can assign a user to multiple teams and multiple roles. You can also assign each user to specific connectors, lists, details, and actions like in Steps 1-7 under Teams.

Questions about Popdock Security? Email support@eonesolutions.com.

Content
Teams Roles Users

Feeling stuck? Get the support and guidance you need to help you power through any data challenge

Reset Filters