Adding Users

  1. In Reporting and Analytics, click Admin, click Portal, click Users, and then click Users.
  2. Click Add and then specify basic user information on the form, such as the logon name and password.
  3. Select the user role from the Role drop-down list.

    The user inherits the system privileges associated with the role.

  4. Select the organization level from the Org Level drop-down list.

    The level you select determines the level of access to information in the system. For example, if you are adding a District Manager, the District Manager can access information for all the locations related to the level. If you are adding a store manager and you want to restrict access to a specific store, select the store from the drop-down list.

  5. To use the account to integrate with Reporting and Analytics through APIs, select API User, and then click Save.