To add a user, you need the right permissions. Managers and Administrators typically can help out if you aren't able to add a new User. Users are shared between multistore locations.

With the User Management Tool, you can create and manage users from anywhere through Ascend HQ > Management > Users.

Create a User

1. Log into Ascend HQ.
2. Select Management > Users.
3. Click Create a New User.

4. Fill in the required fields. All required fields are identified by *
   1. Full Name
   2. Initials (this will autogenerate as the user's full name is entered).
   3. Email Address
      1. Note: this is the same email address the User will use to log into Ascend HQ.
   4. Employee ID (this will autogenerate as the user's full name is entered).
   5. Pin (formerly Password)
      1. Note: Pin requires a minimum of four characters.
   6. Confirm Pin
5. Fill in the optional fields:
   1. Phone Number
   2. Service Tech
      1. Note: This must be checked to assign the user as a Technician in the Service Center.
   3. Maximum Discount %
   4. Gender Identity
   5. Address
   6. City
   7. State
   8. Zip
6. Click Save
   1. Note: If you Click Save in the top right-hand corner, the User profile will save, close out, and take you back to the Users list.

Assign Roles & Permissions

7. Click Roles & Permissions.
8. To assign a Predefined role, Select the Role > Click Save.

9. To assign specific Permissions to the user, Click Permissions > Check each permission > Click Save.

Assign the User to a Location

10. Select which location(s) you'd like to assign the User to.
11. Click Save to save this section of the User profile or Click Save.

Edit Existing Users

1. Select the User profile you would like to Edit by checking the box in the top left-hand corner.
2. Click Profile & Permissions.

3. Update details such as email, role, permissions, or location.
4. Click Save.

Remove Users

Removing a User profile does not completely remove the User from your database, it deactivates/hides the User profile.

1. To Remove user access > Select the User > Click Remove Selected Users.

2. Click Show Hidden in the Search for a User box, Hidden users are displayed within a Red box.

To Restore a User

1. Click Show Hidden Users.
2. Select the User.
3. Click Restore Selected Users.
4. The User is restored with the same roles, permissions and location assignments.

KB25-003