Creating User

Only Administrators can add new users to the system, with one exception: a CSR Administrator can add CSR Users.

1. Navigate to Admin > CRMS Users.
2. Select User Type (which are described in User: Roles).
3. Click Add.
   The Create CRMS User page is displayed.
4. Fill in the following:

   First Name

   This is the first name that is used to identify and greet this CRMS user in CRMS.

   Last Name

   This is the last name that is used to identify and greet this CRMS user in CRMS.

   Email Address

   This must be a valid email address. It is the email address that CRMS typically uses to send confirmation email to users. Some CRMS features automatically send email information to confirm that a task has been completed (for example, files, reports). In such cases, the email address specified in the feature is used.

   Password

   Create a unique password.

   Re-enter Password

   Confirm the new password.

   Send account info to user

   As a general rule, you want to select the check box and send any new or changed account information to the user, as a confirmation.

5. Click Done.
   Note:

   • A password can only be changed by an Administrator. A CSR Administrator is limited to changing the passwords of CSR Users.
   • All users can request a new password by clicking Forgot your Password? on the CRMS login screen.

   When new users are created, if adequate information is provided in the User Creation page, an email is sent to them with a password for accessing their account. Until they log into the system, their account is marked as In Progress. After they have logged in, their account is then marked Active. Administrators can use the Last Log In column to determine if an account is in use any longer. Accounts not in use should be deleted.

• Creating Users Through File Import
  Create users through file import when you need to create large numbers of users (for example, upon initial set up of your Loyalty Program). Note that Import Lists must be ASCII text files. Other formats can cause imports to fail.
• Creating Users Through File Import: Associate Stores
  When creating users through file import, there are two user types you can associate with specific stores: Store Managers and Clienteling Users.
• Creating Users Through File Import: Associate Categories
  When creating Category Managers through file import, you can associate the Category Manager with one or more categories.

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