Step 1: From the main catalogue screen click into the 'Admin' section.
Step 2: Click 'Create User'
Step 3: Make the username the individual's email address.
Step 4: Roles: Check with Primary Contact which roles the user needs:
- Viewer - This role only allows the user to view products and images and download information. They cannot edit products or load images.
- Manager - This role allows the user full access. managers can also be setup to create new users for the company as well, simply tick the applicable box for this.
- For suppliers: select the planogram tick box.
- For retailers: select both Australia and New Zealand tick boxes.
Step 5: Leave all other settings and click 'Accept'. An automatic email will send the user their login instructions. When logging in for the first time the user will need to provide a new password.