Serving controls in the Merchandising console

Use the console as an administrator

Before you start, you must be a Google Cloud administrator to onboard users to the Merchandising console. Then, proceed with these next administrator set up steps.

Set up administrator access to Merchandising console

You need these IAM roles to access, edit, and assign Creator or Approver roles to a Merchandising console user:

• To edit the Merchandising console, at least the Retail Editor role is required.
• To assign Creator or Approver roles to a user, a project-level IAM admin role is required.

For a complete layout of IAM project-level and AI Commerce Search permissions, refer to the [Predefined administrator roles](/retail/docs/iam#roles) section in this [AI Commerce Search product](/retail/docs/iam) documentation.

Access the Merchandising console tab

Access the Merchandising console by accessing the Merchandising console tab within the Google Cloud console:

1. Navigate to AI Commerce Search in Gemini Enterprise for Customer Experience.
2. Click Controls.
3. Navigate to the Merchandising console tab.

Add Merchandising console users

If you're a Google Cloud console administrator, to give site merchandisers access to the Merchandising console and assign either a Creator or an Approver role to them:

1. Go to the Controls page in the AI Commerce Search in Gemini Enterprise for Customer Experience console.
   
   Go to the Controls page
2. Navigate to the Merchandising console tab.
3. You can see the unique URL to the Merchandising console associated with the current Google Cloud project. Copy the link or directly open it in the Google Cloud console.
4. Select the default serving config merchandisers are to use to Preview and Attach approved controls.
5. Give users either Approver or Creator roles.
6. You can see the unique URL to the Merchandising console associated with the current Google Cloud project. Copy the link or directly open it in the Google Cloud console.
7. Select the default serving config for Preview in the Merchandising console.
8. (Optional) Edit access to the Merchandising console using these functions:
• Add users: Give users Approver or Creator access to the Merchandising console.
• Delete users: Revoke access to the Merchandising console by deleting Approvers or Creators.
9. Add approver emails. For each control submitted by merchandisers, the approver receives an email to review and approve this control.

Access the console as a user

If you have been given access with the URL, you have the option of using the Merchandising console instead of the standard Google Cloud console. To create controls using the Merchandising console:

1. Sign in using the credentials that your administrator provides you.
2. Follow the Merchandising console documentation steps under each serving control section.
3. After submission, you receive a notification email with the subject [Merchant Console] Proposed control awaiting review.
4. As an Approver, you can accept, deny, or change the control request.

See information about other controls for admins only.

Use the console as a site merchandiser

Follow these steps to get started in the Merchandising console as a site merchandiser.

1. Set approval flow for questions.
1. Navigate to the settingsSettings part of the main menu.
2. By default, a predefined list of questions are set in Define the goal screen.



3. Add a question by clicking add_boxAdd question to help Approvers understand the purpose of the new controls.
4. Click Save to save the questions.
2. Create a control.
1. Go to the Controls section.
2. Click add_boxCreate control.
3. Define the goal: All questions previously defined are required to be answered. If you haven't defined any questions yet, this screen won't appear.
4. Select a control. Specify the control type and assign a name to the control.
5. Set rules: For each rule, you can define triggers and actions.
6. Define Triggers: The goal is to establish when to apply this control.
• Query terms: This rule can be triggered when your search query contains or exactly matches specific terms. You can define these query terms.
• Applicable time ranges: Time restrictions can be applied to confine the activation of this rule to specific time periods.



7. Define actions: Depending on the type of control, you can define actions, such as Item ID and position for a pinning control.
8. Preview a rule: A dynamic preview of the rule can be seen on the screen.
9. Submit a rule: After you click Submit to submit the rule set by the merchandiser, you can view the control as Pending in the controls list.
3. Approve a control
1. To grant approval for a control, click the more_vertMore icon next to the control in the control list. Select Review.
2. A screen is provided for the given control where you can Approve, Deny, or