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How to Add / Adjust / Remove Users

User Management - This article will cover the requirements for adding a user + security access and Removing a user

Adding  A User + Security Access 

To set up new users you will need to submit a support ticket to tRS <support@theretailscore.com>

Details required in the ticket to set up a new user

  1. First Name
  2. Last Name
  3. Work Email
  4. Security Access (explained below)
    (if unknown default - Portal Only or Cube lowest security access)

Security Access - Important Notes

If unknown users will be given the lowest default security access available.

Portal access is mandatory and default for all users, it is required for users to access their personalised private cube credentials.

You will need to choose 

  • Insights Portal Only Access
  • Insights Portal + Cube Access (Pivot4Power Users)
  • Cube Access + Security Requirements (Exclude - General Ledger / Payroll / Company / Brand / etc.)

Adjust User Access

To adjust users you will need to submit a support ticket to tRS <support@theretailscore.com>

Details required in the ticket to set up a new user

  1. First Name
  2. Work Email
  3. Security Access

Remove Users

To remove users you will need to submit a support ticket to tRS <support@theretailscore.com>

Users will be deactivated meaning they can be re-enabled if required.

Access is removed immediately to ALL tRS Services. (pivot/portal/etc) 

Details required in the ticket to set up a new user

  1. First Name
  2. Last Name

 

Helpful Articles

Getting Connected - Steps for connecting to insights portal + Cube (P4P