OPERATIONAL PROCESS AND PROCEDURE

RESOURCE CENTRE

USER ADMINSTRATION

• Enter your username

• Enter your password

You will be logged in to the

Resource Centre and the home

page will be displayed

1. Log in to the Resource Centre

Create a New User

If you are authorised to add/

hide users you will have an

‘Admin’ option in the top right

hand corner of the Home

screen

• Click Admin

The Admin Menu screen will be

displayed

2. Click on Admin

Create a New User

• Click User Management

The user list for existing

employees will be displayed

The List will show users who:

– Work in your Store/ area of

responsibility

– Have a lower ‘level’ than

you on the Resource Centre

• Click on Add User

The User Management Screen

will be displayed

3. Click on User Management/ Add User

Create a New User

• Enter the users First Name

• Enter the users Last Name

• Enter the users Username

This is the login name that

the user will use to access

the system and should be

made up as follows:

firstname.surname

eg. ian.james

• Enter apple!hope in the

*Password box

This is the password that

the user will use when first

logging in to the system

Ensure that you ask the user

to change their password

when they first log in

4. Enter the user Name and Login/ Password information

Create a New User

• Select the appropriate

‘Role on this site’ as

follows:

• 4 - Assistant Manager

• 5 – Supervisor

• 6 – Team Member

NB. You may only set up users

with a Role lower than your

own

• Click on Save

A ‘User Created Successfully’

message will appear and the

bottom section of the User

Management Screen will

become active

5. Select the Role on this site and save the user header details

Create a New User

The ‘User Division’ is the

Store/ Department which the

user belongs to within the

business

• Click on each level of

hierarchy until you reach

the required Store/

Department

• Company = Joules

• Division = Retail/ Support

• Area/ Site = Area/ Site

• Store/ Department = Store/

Department

• A red warning message will

be displayed until you click

on an available Store/

Department

• Click Clear Selection to

reset

• Click Add to select and

allocate the Store/

Department

6. Assign the User Division

Create a New User

The ‘User Division’ is the

Store/ Department for which

the user can view KPI

Information

• Click on each level of

hierarchy until you reach

the required Store/

Department

• Company = Joules

• Division = Retail/ Support

• Area/ Site = Area/ Site

• Store/ Department = Store/

Department

• A red warning message will

be displayed until you click

on an available Store/

Department

• Click Clear Selection to

reset

• Click Add to select and

allocate the Store/

Department

7. Assign the User Access Division

Create a New User

• Click Save and Finish

The new user will be created

7. Assign the User Access Division

Create a New User

• Enter your username

• Enter your password

You will be logged in to the

Resource Centre and the home

page will be displayed

1. Log in to the Resource Centre

Deactivate a User

If you are authorised to add/

hide users you will have an

‘Admin’ option in the top right

hand corner of the Home

screen

• Click Admin

The Admin Menu screen will be

displayed

2. Click on Admin

Deactivate a User

• Click User Management

The user list for existing

employees will be displayed

The List will show users who:

– Work in your Store/ area of

responsibility

– Have a lower ‘level’ than

you on the Resource Centre

• Click on the Active box to

remove the tick for the

relevant user

The user will be made inactive

and will be unable to log in

3. Click on User Management/ Deactivate user

Deactivate a User

• Enter your username

• Enter your password

You will be logged in to the

Resource Centre and the home

page will be displayed

1. Log in to the Resource Centre

Reactivate a User

If you are authorised to add/

hide users you will have an

‘Admin’ option in the top right

hand corner of the Home

screen

• Click Admin

The Admin Menu screen will be

displayed

2. Click on Admin

Reactivate a User

• Click User Management

The user list for existing

employees will be displayed

The List will show users who:

– Work in your Store/ area of

responsibility

– Have a lower ‘level’ than

you on the Resource Centre

• Click to select All Users

A list of active and inactive

users will be displayed

3. Click on User Management/ Inactive Users

Reactivate a User

• Click on the Active box to insert a

tick for the relevant user

The user will be made active and

will be able to log in

ANY ISSUES?

feedback@centralretailsupport.co.uk

4. Click on User Management/ Inactive Users

Reactivate a User