- Select the Admin
- In the Employees
& Permissions section, click the Employee
- From the Location
drop-down, select the employee’s primary location.
- From the Role
drop-down menu, select the employee’s role in the store.
a. Employee: This employee generally works on the store floor or service center, and is not responsible for managing store operations. Employees cannot set up user accounts.
b. Manager: This employee manages an area of store operations (e.g. a sales manager, a tech center manager, an inventory manager, or an accountant). Managers can set up Employee or Manager user accounts.
c. Owner: This employee manages all store operations, and should have full access in Analytics (e.g. a store owner or operations manager). Owners can set up all types of user accounts.
- (optional) From the Employee
dropdown menu, select the user account from Ascend to which to associate the
- (Owner/Manager roles) In the Add Locations section, check all other locations for which the user
can see results.
- (Employee/Manager roles) In the Customize Access section, check all areas to which the user should
- (Manager role) From the Home
Page drop-down, select the page to which the user should be directed on
- (Manager role) In the Analyzer
section, check Has Finance Rights if
the user should be able to view financial data.
- In the Username
field, enter the user name the employee will use to log in (e.g. first initial
and last name – auser).Sherpa Tip: Username and Password are case sensitive.
- In the Password
field, enter the password the employee will use to log in.Sherpa Tip: Username and Password are case sensitive.
- In the Confirm
Password field, reenter the value from the Password field.Sherpa Tip: Username
and Password are case sensitive.
- Click Create User.