Create a User

Owned by Former user (Deleted)
24-Oct-17
3 min read

All usernames MUST be consistent - they must be surname and first letter of first name - example SMITHA

  1. Log into Telesales or Back Office (Merchandising require a user for both Telesales and Back Office - Customer facing staff only need Telesales) 
  2. Hover over 'Admin' and select 'Users' - Note, you can only see this if you have the role assigned to your user
  3. On the page that appears, click 'Add New'
  4. This brings up a blank user creation form
  5. Fill out the form 
  6. Click on 'Roles' and 'Assign New Role'
  7. This brings up a drop down option containing all the roles currently available 
  8. Most new starters need 'Basic Agent' as a starting role 
  9. Select the role needed and select it for all stores 
  10. All users must have a stock profile selected for a role - if it's customer service, then it should use the stock profile for 'Basic Agent' - if it's Wine Advisor, then it should use the stock profile from the 'Wine Advisor' role, if it's a Manager or Corporate then it should use the stock profile from those roles - this gives the user access to different stock based on the role, so Wine Advisors can access Wine Advisor stock, but CS agents cannot. 
  11. If you need to add more roles, click 'Assign New Role' again and choose another role from the drop down 
  12. Once you have completed the roles, click 'Teams' 
  13. Click 'Assign New Team' 
  14. Find the Team you require and click 'Assign' - a user can be part of multiple teams 
  15. If you need to put the user in more teams, click 'Assign new team' and select the other team from the popup - the user must be assigned a primary team which will be the default for any reminders raised
  16. Once complete, click 'Save'
  17. To ensure they receive their password reset email, click 'Reset Password' and this will send an email to the user for them to choose a password