Regions, also referred to as libraries, groups, or org units, are a critical component in PXM for organizing content and managing user access. This article explains the use cases for regions, how to set them up, and how to manage them effectively.
Types of Regions
Geographical Regions:
Geographical regions are used to organize products and users based on specific locations. For example, if a company sells products in various countries, you can create regions like "United States," "China," or "Canada."
Users can be granted access to one or multiple regions depending on their roles. For instance, a user might only see products available in the "China" region.
Channel/Brand-Based Regions:
These regions are organized based on brands, channels, or dealerships. This structure is useful for companies that have multiple brands or sales channels.
Users can be restricted to see only the content relevant to their specific brand or dealership, helping streamline their experience.
Creating and Managing Regions
To create a new region, follow these steps:
Admin Access: Ensure you have super admin privileges.
Navigate to Org Units:
Go to the "Admin" tab, select "Users," and switch to "Org Units" (another term for regions).
Here, you'll see the existing regions and have the option to create new ones.
Create a New Region:
Click on the "Create New Org Unit" button in the bottom right corner.
Name your region and decide if it will be the primary region.
Click "Save" to create the region.
Important Notes:
New regions are empty by default. You will need to both add the region to designated users profiles and assign relevant content (files, categories, etc.) to the region.
After gaining access to a new region, ensure users log out and log back in to refresh their access and see the new region.
Tips
Always verify the primary region when importing data, as the system defaults to this unless specified otherwise.
Remember to adjust permissions on content to include the new region if required.
For any further questions or assistance, feel free to contact our support team.
Related articles:
User Types and Permissions
Creating New Users