Where & how do I create users?

This article provides Decision Logic Administrators details on creating, editing, removing a user, updating the username, password, or email address, defining home page layout, and including favorite pages frequently visited on the web platform.

Overview

Decision Logic’s Profile Maintenance page defines security permissions and reporting access, assigns dashboard visibility for each profile created, and attaches individual users to a profile set.

Each user that needs access to the Decision Logic platform should have a unique username and associated password. Users should not share Usernames, Passwords, or Email addresses.

Table of Contents

1 Overview
2 How do I create, edit, or remove a user?
- 2.1 Create a User within the Users tab:
- 2.2 Edit or Remove a User within the Users tab:

For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.

How do I create, edit, or remove a user?

Creating a user and assigning them to a profile grants them access to Decision Logic’s platform. Editing a user lets brands rename the user, change their username and password, update their email address and adjust their Scope (store access settings). Removing users detaches them from a profile, company, region, group, and store. Removing also allows users to stay created in the platform; however, it removes login access.

Best Practice: Remove employees who are no longer part of your brand to revoke access to Decision Logic’s platform.

A user must be attached to a profile to log in to the platform. In addition, the profile must have assigned features (pages), scope, and security. Otherwise, the platform will be blank when the user logs in.

Creating, editing, removing a user, and updating usernames, passwords, and email addresses occur inside the Users tab within the Profile Maintenance page.

Maintenance > Company > Profile Maintenance > Users

Create a User within the Users tab:

Click New User.
Fill out the form: First and Last Name, Username, Password and Confirm Password, and valid Email Address.
1. Pro Tip: Passwords should include at least eight characters, one uppercase, and one unique character.
Click Save.

Once a user is created, they need to be attached to a profile and their scope defined. Both actions occur in the Profiles tab when you Add a User.

Maintenance > Company > Profile Maintenance > Profiles > Highlight existing profile > Add User

Edit or Remove a User within the Users tab:

Before editing the Scope (store access) to a User, make sure they are attached to a Profile.

Highlight the User. Their hierarchy will appear.
Click Edit or Remove next to the individual user.

Edit allows you to change the user’s security Scope (store access settings) and Save.

Remove will populate a confirmation box for you to select OK. If users are not attached to a profile, they cannot log into Decision Logic’s platform.