Classification access

Classifications are used to organize the content stored in the PIM. They represent an organizational hierarchy for your products (PIM classifications) and for your assets (DAM classifications).

Classification access profiles let you control which classifications users can access, view and/or edit. Each profile has a Scope:

PIM: the profile restricts access to product classifications;
DAM: the profile restricts access to asset classifications.

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Important note about users and classification access profiles
A user can have at most one PIM access profile and one DAM access profile. If no profile is defined for a scope, the user has access to all classifications in that scope and can view and/or edit everything.
PIM access profiles also apply to "administrator" users. DAM access profiles, however, do not apply to administrators: they always see all assets.

PIM profiles and DAM profiles

Both types of profiles work the same way: you select the authorized classifications, then associate users with the profile. They apply independently of each other.

PIM profile

A PIM profile restricts a user's access to certain product classifications. The user only sees the products stored in the authorized classifications.

DAM profile

A DAM profile restricts a user's access to certain branches of the asset classification tree.

Use case: an external agency should only see the visuals for one brand or one season. The administrator creates a DAM profile restricted to the relevant classifications, then associates it with the agency's users.

For a user associated with a DAM profile:

Screen	What changes
Assets page (classification tree)	Only authorized classifications are displayed. Assets in other classifications cannot be accessed.
Quick search and advanced search	Only assets from authorized classifications are returned. Unclassified assets are hidden.
Product Sheet and Variant Sheet – Assets tab	Only authorized assets are displayed: the others are hidden. Downloading assets by link type only includes authorized assets.
Product Sheet and Variant Sheet – adding an asset	Importing new assets and adding external assets are not available. The user can only link an existing DAM asset from among those they are authorized to access.
Editing a PIM classification – images	Same rules: filtered list, import and external assets unavailable, filtered download.
Channel classification – images	Same rules.

A user without a DAM profile sees all assets.

Combining a PIM profile and a DAM profile

PIM profile	DAM profile	Visible products	Visible assets
None	None	All	All
Yes	None	Products in authorized classifications	All assets of these products
None	Yes	All	Assets in authorized classifications
Yes	Yes	Products in authorized classifications	Assets in authorized classifications

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From an Asset Sheet, the list of linked products is not filtered by the PIM profile.

Classification access profiles page

When you click Classification Access in the sidebar, the Classification access profiles page is displayed. This page includes:

a brief description of the feature,
a link to this documentation page,
a list of existing profiles, if any.

If no profile has been created yet, a Create profile button is displayed both in the Existing classification access profiles section and in the top right corner of the page.

If profiles have already been created, a list of profiles is displayed. The first column, Scope, shows the type of each profile (PIM or DAM). The other columns display the profile name and colored badges with the initials of the users associated with the profile. The Create profile button is only displayed in the top right corner of the page.

Above the list, a filter lets you display the profiles of a single scope (PIM or DAM). By default, all profiles are displayed.

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Profiles created before DAM profiles were introduced are automatically PIM profiles.

At the end of each profile row are buttons to Edit or Delete the profile, as well as an icon for managing associated users.

When you click the user management icon, the page for associating users with the selected profile is displayed. This is described in the Associate a user with a profile section.

Create a profile

To create a classification access profile, click the Create profile button. The New classification access profile form is displayed.

The page is divided into two sections: Profile identity and Authorized classifications. These are described in detail below. When you have completed both sections, click the Create button to save the profile.

Profile identity

This section is used to distinguish each profile.

First, choose the profile Scope:

PIM (default): the profile applies to product classifications;
DAM: the profile applies to asset classifications.

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The Scope can only be selected when the profile is created. To change the scope, create a new profile.

Then enter the profile Name, Code and Description. The asterisks (*) next to the Name and Code titles indicate that this information is required. The Description is optional (but highly recommended). Quable PIM automatically generates a Code for you. Note that the automatically generated Code can only be edited when the profile is created.

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The globe icon in the Name and Description fields indicates that they are localized. Clicking the globe opens a form where you can enter translations of the selected field in all the languages available in the application interface.

Authorized classifications

This section displays all the classifications and sub-classifications of the selected scope:

for a PIM profile: the product classification tree;
for a DAM profile: the asset classification tree.

It lets you explicitly specify the classifications and/or sub-classifications that an associated user can access.

To select a classification, click:

the classification icon,
the classification name,
or the checkbox.

The checkboxes change to indicate the selected classification(s).

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You can select all the sub-classifications of a classification by clicking the higher-level (parent) classification.

Editing a profile

To edit a profile, click the Edit icon on the Classification access profiles page. The Edit profile form for the selected profile is displayed. You can edit the profile's name, description and authorized folders. The Scope cannot be edited.

Deleting a profile

To delete a profile, click the Delete icon on the Classification access profiles page. A window is displayed where you can cancel or confirm the deletion.

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Warning
You can delete a profile even if users are associated with it. These users then no longer have a profile for that scope: they once again have access to all PIM classifications (PIM profile deleted) or to all assets (DAM profile deleted).

Profiles and users

After creating your profile(s), you can:

associate (add) users with these profiles, or
disassociate (remove) users from these profiles.

You can do this from the Classification access profiles page or from each user's User Sheet.

Associate a user

Associating a user with a profile gives them access to the classifications defined for that profile. You can associate a user with a profile by clicking the user management icon at the end of the profile row. The process is the same for a PIM profile and a DAM profile.

An Associated users pop-up is displayed with a two-part table: on the right is the list of all users; on the left is the list of users associated with the profile. You can simply move one or more users from the right to the left of the table using the arrows.

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A user has at most one profile per scope. If you associate a user with a new DAM profile, they are automatically removed from their previous DAM profile. The same rule applies to PIM profiles. Their profile for the other scope is not changed.

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Warning
When you disassociate a user from a profile, the user reverts to their previous access permissions by default.

From the User Sheet

In a user's form, two independent fields let you choose their classification access profiles:

PIM classification access profile: the user's PIM profile.
DAM classification access profile: the user's DAM profile.

Each list only offers profiles from the corresponding scope. Leave a field empty to give access to all classifications in that scope.

Limitations

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DAM profile limitations

Data exports: CSV and XLSX exports do not take the DAM profile into account. All data is exported, regardless of the user's permissions.

Unclassified assets: a user associated with a DAM profile does not see assets that are not stored in any classification.

Administrators: DAM profiles do not apply to administrators. They see all assets.

API: each API token is attached to a user. With a Read token, API calls are filtered according to that user's DAM profile: assets outside the authorized classifications are not returned. With a Read and write token, no filter applies: the token gives access to all assets, as for an administrator.