Navigation: Settings > Profiles and Users > Creating Profiles >

Options

 

 

 

 

Default Screen

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Show Store List Before Default Screen

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Planogram Statuses

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Layout Statuses

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Layout Views

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Reports

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Store Info in Title Bar

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Use This Profile For Default SSO Store User

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Use This Profile For Default SSO All Store User

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Single Store Dashboard

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Multi Store Dashboard

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Layout View

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Default Units

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Allow User to Select Output Units

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Select the Default Screen for this user profile. This is the screen which will first display after the user has logged in. If the user is assigned to multiple stores, there is the option to Show Store List Screen Before Default Screen.

Also select the Planogram Statuses, Layout Statuses and Reports which this user should be able to see. Multiple selections can be made for each item. If no selections are made, the user will be able to see planograms and layouts of all statuses and all reports.

Select whether the store number, store name or both should display in the Title Bar when a store has been selected.

If you are using SSO, select whether users created with this profile through SSO will be assigned to the single store which is specified in the SAML attributes, all stores for the organisation which is specified in the SAML attributes (if multiple organisations are being used) or all stores.

Select which Single Store Dashboard should be displayed for the user and, if they are assigned to multiple stores, which Multi Store Dashboard.

Select the Default Units to use for this user profile and also if the user will have the option to override this in their individual profile.

Now save the user profile.

 

 

 

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