How to Create new Ship-to-Store Users

This training guide is for Full Admin Users in the Users Module

STEP ONE

1.    Click on the red New+ button

1. Provide a Username
2. Keep YOUR password in the 'Logged in user's Password:' field
3. Create a New Password
4. Enter in the New Password (Again)
5. Type in 'M' into the 'Classification' field and select 'Member Admin'
6. Select the Role for the new user
   1. Ability to view both the Sales and Ship-to-Store modules
   2. Ability to view only the Ship-to-Store module
7. Use the dropdown menu to select the correct Timezone
8. Company name is optional but is good practice to provide
9. First Name
10. Last Name
11. Email 
12. No need to upload an Avatar or Bio
13. The new user should be 'Active'
    1. Select 'No' to deactivate a user 

CONTACT INFORMATION

1. These fields are optional but are nice for the new user if you are able to complete on their behalf.

SAVE YOUR CHANGES!

STEP 2

1. Find the new user and click on the pencil icon in the Actions menu

1. If you want the user to be assigned to a specific location use the dropdown menu for 'Default Business Location'

1. Scroll down to Notification Subscriptions
   1. Click the + sign on the right side of your screen THREE times
      1. Use the magnifying glass icon to choose each notification
         1. STS Order Checked-In (this is a blind copy of the email to the customer when notifying them to pick up their order)
         2. Corporate Ship-to-Store Order - an email notification when a customer places their order on doitbest.com and picking it up at your location
         3. Member Sales Order Confirmation - an email notification when a customer places their ship-to-store order through your MOCE website
2. Save Your Changes

STEP 3

Notify the user of their email notifications either by sending them an email 

Or

Go back into the user profile one last time by clicking on the pencil icon.

1. Scroll down to the 'Update Password' section
2. Enter YOUR password into the 'Logged in user's Password:' field
3. Click the red 'Email Temporary Password
4. A pop up will appear to make sure you want to reset the password
5. Click Continue
6. The user will receive an email confirmation with the admin url, their username, and temporary password as soon as success appears on your screen