Here are the steps for creating a new user on Yoke Portal:
Create a New Role:
1. To create a new role, hover to Setup on the side panel then click on Users.
2. Click the Roles tab and add a new role by filling in the required fields.
- Name: Panoptyc
- Description: Loss Prevention
- Location Group: (Select from the drop-down provided)
3. Turn on the Sales Reports and Ledger to give us access to your market reports.
4. Click on Save.
Create a New User:
1. To go back to the Users page, click on the back arrow on the upper left side of the screen.
2. Click the Users tab and create a new user by filling in the required fields.
3. Please use the credentials below:
- First Name: John
- Last Name: Doe
- Email: lossprevention@panoptyc.com
- Role: (Select the new role created)
- Password: (Create the password)
4. Click on Save.