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Set Up Trade Promotion Management
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            Create User Settings

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            1. Salesforce Help
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            3. Set up and Maintain Trade Promotion Management

            Create User Settings

            Manage the edit and access rights for individual users based on the accounts and products that they’re responsible for. One user can manage one or multiple accounts and one or multiple products. For example, User A manages Account 1 and the product category, Snacks. User B manages Account 1 and the product category, Beverages. At the same time, User A can manage Account 2 and product category Beverages, and User B can manage Account 2 and product category Snacks. To control this level of access, create a user setting and define the customer and category combination for every user.

            Required Editions

            You can configure a user setting only if you create at least one KPI subset.

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create a user setting: CGCloud Business Admin
            1. From the App Launcher, find and select User Settings.
            2. Click New.
            3. Select a user.
            4. Select the management type of the user.
            5. Select the weekdays that the user works on.
            6. Select the KPI subsets that the user has access to.
            7. Indicate whether the Considered Promotions Filter option is shown in the Define Your View section of the Account Plan Filters for the user.
            8. Save your changes.
            9. Give the user access to the products and the customers that the user is responsible for.
              1. In the Managed Products related list, click New.
              2. Select the product category that you want to give the user access to.
              3. Select the customer that you want to give the user access to.
                If you leave the Customer field blank, the user is the product manager of the product category for all customers in the sales organization.
              4. Select the access level for the product-customer combination.
              5. Save your changes.
              6. Click Activate.
             
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