In the Document Agility system, you give the Creator Accounts under your Provider Account access to content on the system by linking them to Products through a specific Pricing Plan.
A Product is a collection of Transaction Types. You can think of a Product as grouping together one or more types of Transactions that Users within Accounts can create.
Creating a Product
To create a new Product, follow these steps:
- Access the Create Product screen - From the Content Administration Main screen, click the Create Product button in the top right corner of the Products list. This will launch the Create Product screen.
- Enter Basic Product Information - Enter a screen name for the Product. The screen name you provide here will not be displayed in any area of the End User area of the system.
- Create the Product - Click the Create button at the bottom of the screen to create your new Product. You will then return to the Content Administration Main screen.
Editing Product Details
If you wish to change the name or description of a Product, follow these steps:
- Access your Product - From the Content Administration Main screen, in the Product list, click the Edit button in the row corresponding to the Product you wish to edit.
- Make your desired changes - Enter your desired information in the Product Name text box and the Description selection.
- Save your Selections - Click the Save button at the bottom of the screen to save your selections. You will then return to the Content Administration Main screen.
Add Transaction Types and Remove Transaction Types
Products can contain one or more Transaction Types. After creating a Product, or while editing a Product, you can add one Transaction Type for each Transaction Type that you wish to group together in a Product.
Add Transaction Types to a Product
To add a Transaction Type to a Product, follow these steps:
- Access your Product - From the Content Administration Main screen, in the Products list, click the Edit button in the row corresponding to the Product into which you want to place your Transaction Type. This will bring up the Edit Product screen.
- Connect your Transaction Type with the Product - In Edit Transaction Types in Product section of the page, select your Transaction Type from the Select Transaction Type: drop down list.
- Add the Transaction Type to the Product - Click the Add button to add the selected Transaction Type to the Product.
- Save your Selections - Click the Save button at the bottom of the Edit Product screen to save your selections. You will then return to the Content Administration Main screen.
Remove Transaction Types from a Product
To remove a Transaction Type from a Product, follow these steps:
- Access your Product - From the Content Administration Main screen, in the Products list, click the Edit button in the row corresponding to the Product from which you want to remove a Transaction Type. This will bring up the Edit Product screen.
- Remove your Transaction Type from the Product - In the Templates Groups in Product grid in the Edit Transaction Types in Product section of the page, click the Remove link for the Transaction Type you wish to remove.
- Save your Selections - Click the Save button at the bottom of the Edit Product screen to save your selections. You will then return to the Content Administration Main screen.
Configure Product Access
In order to allow Users in an Account to access a given Transaction Type, you'll first need to connect the Users' Creator Account to the Product that contains the required Transaction Type. Once you associate a Creator Account to a Product, you can then connect any User Group within the Account to any Transaction Type in the Product.
When you associate Creator Account to a Product, you will also indicate the Pricing Plan that is the basis for the Account's access.
The instructions below cover how to add, remove or modify Product access for Creator Accounts.
Add Product Access for a Creator Account
To add Product access for a Creator Account, follow these steps:
- Access your Product - From the Content Administration Main screen, in the Products list, click the Edit button in the row corresponding to the Product to which you want to give access. This will bring up the Edit Product screen.
- Connect an Account with the Product - In the Edit Account Access to Product section of the page, select an Account from the Select Account: drop down list.
- Select a Pricing - In the Pricing Plan: drop down box, select the Pricing Plan that will govern the Account's access to the Product. Any document creation restrictions in the Pricing Plan will be enforced for User's within the Account. However, pricing within the Pricing Plan is for informational purposes only, as the Document Agility system doe not create any e-commerce transactions.
- Grant Access - Click the Grant Access button to connect the selected Account to the Product.
- Save your Selections - Click the Save button at the bottom of the Edit Product screen to save your selections. You will then return to the Content Administration Main screen.
TIP - Document Agility is not an e-commerce system. When you set up a Pricing Plan that includes price per a period of time, this is for recording purposes only and will not be monitored, billed, charged or otherwise enacted through the system. The restrictions you place on document generations per period will be enforced through the system. If you wish to have restrictions on document creation, set up a Pricing Plan to include unlimited documents per some time period.
TIP - Even if you don't intend to place restrictions on document generation for your Accounts, you must still set up a Pricing Plan to be used when you connect your Accounts to Products.
Remove Product Access from a Creator Account
To remove Product access from an Account, follow these steps:
- Access your Product - From the Content Administration Main screen, in the Product list, click the Edit link in the row corresponding to the Product from which you want to remove Account Access. This will bring up the Edit Product screen.
- Remove Account Access - In the Accounts grid in the Edit Account Access to Product section of the page, click the Remove link for the User Group you wish to remove.
- Save your Selections - Click the Save button at the bottom of the Edit Product screen to save your selections. You will then return to the Content Administration Main screen.
Change the Pricing Plan for Product Access of a Creator Account
To change the Pricing Plan that governs a particular Account's access to a Product, follow these steps:
- Access your Product - From the Content Administration Main screen, in the Products list, click the Edit link in the row corresponding to the Product you want to edit. This will bring up the Edit Product screen.
- Access the Account's User Group Access - In the Accounts grid in the Edit Account Access to Product section of the page, click the Change Plan link for the Account you want to edit. This will display the Change Product Pricing Plan popup.
- Select the desired Pricing Plan - Select the desired Pricing Plan from the Select Pricing Plan drop down box. Your available Pricing Plans in the list come from the Pricing Plans you have created on the system. Click the Save button to exit the popup.
- Save your Selections - Click the Save button at the bottom of the Edit Product screen to save your selections. You will then return to the Content Administration Main screen.
Deleting a Product
To delete a Product, follow these steps:
- Select the Product to delete - From the Content Administration Main screen, in the Products list, click the Delete link in the row corresponding to the Product you wish to delete.
- Confirm your action - Confirm the delete by clicking the Delete button in the confirmation popup box.
TIP - You cannot delete a Product which contains one or more Transaction Types.
WARNING: Deleted Products cannot be restored. Please be sure you wish to delete your Product before doing so.
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