Quick Start Guide

You are new to Digital Showroom and want to get up and running as quickly as possible? This guide walks you through the complete setup process, from connecting your Akeneo PIM to your first user browsing products.

Overview

Setting up Digital Showroom involves 7 main steps:

1. Connect your PIM
2. Check PIM prerequisites
3. Create a portfolio
4. Configure the portfolio
5. Set up user groups and assign portfolios
6. Invite users
7. Users log in and browse

Let's go through each step.

Step 1: Connect your PIM

First, activate Digital Showroom as a Connect App in your Akeneo PIM. This establishes the secure connection that allows Digital Showroom to access your product data.

1. In your Akeneo PIM, go to the Connect menu and find Digital Showroom in the App Store.
2. Click Connect and follow the authorization flow.
3. Grant Digital Showroom the required permissions to read your product data.

Once connected, Digital Showroom will begin synchronizing your products, categories, attributes, and assets once a catalog is configured during activation.

For detailed instructions, see Connect your PIM .

Step 2: Check PIM Prerequisites

Before creating portfolios, make sure your Akeneo PIM is properly configured with:

• At least one channel with enabled locales and currencies
• Attributes and attribute groups for the product information you want to display
• Categories organized into hierarchies for navigation
• Products enriched with data in the relevant channel and locales
• Asset families and assets (optional, for images, videos, and documents)

For a complete checklist, see PIM Prerequisites .

Step 3: Create a Portfolio

A portfolio is a curated selection of products shared with specific user groups. Create your first one:

1. Go to Admin > Portfolios.
2. Click Create portfolio.
3. Fill in the portfolio name, select a channel, and choose locales and currencies.
4. Click Create.

For step-by-step instructions, see Create a Portfolio .

Step 4: Configure the Portfolio

Once created, configure how your portfolio displays products:

• Product selection: Set the root category to choose which products appear. See Configure Product Selection .
• Navigation filters: Choose up to 20 attributes that users can filter by. See Configure Navigation and Filters .
• Grid columns: Pick up to 10 attributes to display in the product grid. See Configure Product Grid Columns .
• Product details: Set featured attributes, product label, and variant selector. See Configure Product Details Page .
• Asset gallery: Configure asset filters for images, videos, and documents. See Configure Asset Gallery .
• Export settings: Set default PDF sort order and upload a cover page. See Configure PDF Export Settings .

Step 5: Set Up User Groups and Assign Portfolios

Before inviting users, create user groups and assign the relevant portfolios to each group. Users will only see portfolios that are assigned to their group.

1. Go to Admin > User Groups.
2. Click Create user group and give it a name.
3. Assign one or more portfolios to the group.
4. Repeat for each audience you need to serve.

For detailed instructions, see Manage User Groups .

Step 6: Users Log in and Browse

Now invite your team to access Digital Showroom:

1. Go to Admin > Users.
2. Click Invite users.
3. Enter email addresses, assign a role (Admin or User), and assign user groups.
4. Click Send invitations.

Invited users receive an email with instructions to create their account.

For detailed instructions, see Manage Users .

Step 7: Users Log in and Browse

Your users can now:

1. Click the invitation link in their email to create an account.
2. Log in to Digital Showroom.
3. Browse products in their assigned portfolios.
4. Search and filter to find what they need.
5. View product details, assets, and variants.
6. Generate PDF exports of selected products.

Congratulations! Your Digital Showroom is ready. Your users can now explore your product catalog.