Create a new user account

Open application "Loyalty & Administration".

Click on the "System configuration ".

Click on the "Users ".

"Create a new user account" table will appear.

Fill in Name, Surname, and Phone number, to which we send an SMS with the username.

Fill in Username and Email address. Both these values must be unique, i.e., they cannot be used for more than one user account. An email with password settings will be sent to the specified email.

Assign a group to the user with the "Choose user groups" dropdown. This option defines the user’s rights and access.

The user can be assigned to a partner when running a partner network.

Optionally assign the user to a business unit using the "Select a business unit" dropdown. When chosen, the user can only access customer data from the selected business unit. If you leave the business unit empty, the user can access customer data from all business units. This dropdown is essential for staff in your sales network.

When everything is set, click on the "Save user" icon.

Notice! The link to create a password is only valid for 24 hours. If it expires, there is no need to re-create the user, but just have the user send a new link using the "forgot password" on the login screen.