How to display only products you are responsible for instead of all products in your account

Each platform user can configure their account to display only the products they are responsible for in reports, dashboards, and other modules rather than displaying all of the company’s products.

Don’t waste time filtering data. Spend just 1 minute configuring your settings once and see only what you need every time.

Note: This functionality is available only in the XL plan.

How to Set Up Account Personalization

Open the menu and navigate to Settings → My Profile.
In the user settings window that opens, navigate to the My Products tab.
Toggle the slider in the Show only "My products" field to the active position.
Select Create to open a dialog box.

The dialog box "Create a group of goods" (an example of filling)

Fill in the dialog box fields:

Group – enter a name for your product group.
Categories – select categories that fall within your area of responsibility.
Vendors – select brands you wish to track within these categories.

Select Save.

You can select multiple categories and brands within a single product group. However, please note that in this case, all products from the selected brands in these categories will be displayed in your account. If, for example, you only need to track Vendor A in Category X and Vendor B in Category Y, you should create two separate product groups.

In the My Products profile settings tab, you can create, edit, or delete product groups as needed.

Options for editing and deleting product groups

What Will Change After Setup

All reports, dashboards, and other modules in your account will now display data only for your product groups. Additionally, in the filters under the Category and Vendor fields, you will no longer see irrelevant categories and brands. This is especially beneficial if your company has numerous category managers, as each manager can customize their profile to suit their specific needs.

Updated on: 01/10/2024

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