Set up Digital Showroom: quick start guide

Summary

This guide takes you from connecting your Akeneo PIM to your first users browsing products in Digital Showroom. Follow the steps in order: each one links to a detailed article if you need more information.

You need the Administrator role in Digital Showroom to complete steps 3 to 7. The person who activates Digital Showroom from Akeneo PIM needs permission to connect apps in the PIM.

 

Overview

  1. Connect your PIM.
  2. Prepare your PIM data.
  3. Create a Portfolio.
  4. Configure the Portfolio.
  5. Create User Groups and give them access to Portfolios.
  6. Invite users.
  7. Turn on Private Showrooms (optional, Sell package).

Step 1: Connect your PIM

Activate Digital Showroom as a Connect App in Akeneo PIM. This authorizes Digital Showroom to read your product data.

  1. In Akeneo PIM, open the Connect menu and find Digital Showroom.
  2. Start the connection and follow the authorization flow.
  3. Grant Digital Showroom the requested permissions.

Once the connection is active, Digital Showroom synchronizes your products, Categories, Attributes, and assets automatically. For details, see Connect your PIM.

Akeneo PIM Connect menu with the Digital Showroom app

 

Step 2: Prepare your PIM data

Digital Showroom displays what is in your PIM. Before you create a Portfolio, make sure your PIM has:

  • At least one Channel with the Locales and currencies you want to offer.
  • A Category tree linked to that Channel, used for navigation.
  • Attributes and Attribute Groups for the information you want to show.
  • Products enriched for that Channel and those Locales.
  • Asset Families and assets, if you want to show images, videos, or documents.

For the complete checklist, see PIM prerequisites.

Step 3: Create a Portfolio

A Portfolio is a curated selection of products that you share with one or more User Groups.

  1. Go to Admin > Portfolios.
  2. Click New portfolio.
  3. Enter a Name, then select a Channel, Locales, and currencies.
  4. Click Create.

The Portfolio's edit page opens. For details, see Manage your Portfolios.

New portfolio dialog with name, Channel, Locales, and currencies fields

 

Step 4: Configure the Portfolio

On the Portfolio's edit page, the left sidebar lists the configuration sections. Work through them from top to bottom, and click Save in each section.

Section What you set
Portfolio settings Name, Channel, Locales, currencies, User Groups, and the product filters that define which products are included.
Navigation The Category tree users browse.
Attribute selection The Attributes visible in the Portfolio.
Navigation filters Up to 30 Attributes that users can filter products by.
Ranking rules Optional. Up to 3 Ranking Rules that decide which products users see first.
Product gallery Up to 3 Attributes on product cards and up to 10 columns in the product table.
Product details Featured Attributes and the product label.
Asset filters Filters that help users find media.
Sharing settings Which sharing features are on, the PDF options, and the Attributes included in exports.

When you are done, click Preview Portfolio to see the Portfolio as your users will. For the full list of steps, see the Portfolio configuration checklist. For the export options, see Configure sharing settings.

Portfolio sidebar sections from Portfolio settings to Sharing settings

 

Step 5: Create User Groups and give them access to Portfolios

Users only see the Portfolios assigned to their User Groups, so create your groups before inviting anyone.

  1. Go to Admin > User groups.
  2. Click New group.
  3. Enter the User group name.
  4. Select the Portfolios this group can access.
  5. Click Save.

Repeat for each audience. For details, see Manage User Groups.

Step 6: Invite users

  1. Go to Admin > User management.
  2. Click Invite users.
  3. Enter the User email, select a Role (User or Administrator), and select at least one User Group.
  4. Click Send invite.

Invited users receive an email to create their account. Once they sign in, they can browse their Portfolios, search and filter products, view product details, and export products to PDF or Excel. For details, see Manage users.

Invite users form with email, role, and User Groups fields

 

Step 7: Turn on Private Showrooms (optional)

With the Sell package, users can share a curated selection of products with external buyers on a secure page that expires on a date they choose.

  1. Open the Portfolio and click Sharing settings.
  2. On the Features tab, check that Private showrooms is turned on.
  3. Click Save.

If the switch is disabled with "This feature is not included in your plan.", contact your Customer Success Manager. To learn more, see What is a Private Showroom?

 

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