Adding Users

  1. In Reporting and Analytics, click Admin, click Portal, click Users, and then click Users.
  2. Click Add, and then complete the form.

    The following table provides tips on completing some of the settings:

    Setting Description

    Logon Name

    User name for logging in to Reporting and Analytics.

    Display Name

    The name that appears on the user’s myPage. For example, enter the user’s first name.

    Role

    Select a default role for the user or select a role you created for your organization (for example, District Manager). The user inherits the system privileges associated with the role.

    Active

    Select to enable the user account.

    Org Level

    The level you select determines the level of access for the user. For example, a District Manager can access information for all the locations related to the level. To limit access to store-level information for a store manager, select the store from the drop-down list.

    Revenue Center

    If your organization is set up as a food and beverage organization only, select the revenue center to which the user belongs.

    Chain Code

    If your organization supports hotel operations and restricts access to information at the hotel chain level, select all the hotel chains to which the user belongs.

  3. Click Save.