Adding and Maintaining Users

Registering a new user

Sending invite email

In order to registerRegistering a new user to Counterpoint Cloud Platform, there are two key pieces of information your employee will need, in addition to his own login credentials and email:

Salesrep ID Counterpoint Key

Your employee's Salesrep ID is accessible to youdone via Counterpoint,an andinvite allowsbased method which can be initiated by any Counterpoint Cloud Platform admin user within your company. 

Sending the invite can be done by going to associatethe allCP2 Manager tab in the left-bar navigation pane

Fromt he CP2Manager menu, click the Add User button at the top

This will present you with a basic user information form:

Information on this form is gathered in order to set up just the most basic user information and send out an invite for the user to configure their username and password

Employee Name: The Employee's name as it will appear on reports, etc.
Email Address: The email address which to send the registration invite to.
Salesrep Id: The sales rep ID that this person uses. This should match the sales rep id that is assigned to a customer.

When this is filled in, the user will only see customer listings and sales figures for their assigned customers

Manager: Marking a user as a manager allows them to see sales data for customers of theirother sales withreps 
Branch: You will also be given a listing of valid branches. You should assign the user's primary branch here.

Receiving the invite email

The user should then receive an invite email from the notifications@counterpoint.cloud email. This email will contain a link within it that, when clicked on, will direct the user to their newown registration page.

If the user does not see a registration email in their inbox, have them check their SPAM filter

Completing the user registration

When the user clicks on their email, they will be directed to a sign-up form

The user will enter in their desired username and a valid password. 

Counterpoint Cloud Platform account.does Typicallyrequire complex passwords and will notify you if the chosen password does not meet the minimum requirements of the service.

Upon successful completion of the user setup, your user will be presented a Salesreplink IDto log in.

Managing users

Once a user is set up in the platform, you can manage the user by going to the CP2 Manager tab in the left-bar navigation pane. Once in the CP2 Manager pane, you can select to edit the user you wish to manage. The user management screen has 4 characterspossible long,panes to manage different  of the user

User Profile

The Profile tab allows you to change the following

Password: A user's password can be modified here.

As an admin user, you are not required to enter in a user's current password in order to make this change

Name: Change a user's name as it appears on reports, etc.
Email: Change the email associated with a user's account

User Settings

The user settings tab manages server settings and looksdefault likevalues "0026"used butby somethe installationssystem. mayThese havechanges shortershould ornot longerbe IDs.made without first reviewing the possible options with AMS to avoid causing problems with the user's account.

Your

Counterpoint

The Keyuser wassettings providedtab allows you to youmanage 3 server values

flightdeckDefaultBranch: The default branches displayed when you initiallyload signedthe upFlightDeck forDashboard. This should be a list of branch IDs separated by commas. ( "01,02,04,12" ) or left empty to display all branches. flightdeckDefaultTime: The default time displayed when you load the FlightDeck Dashboard. Possible values: "mtdm", "ytd", "mtdy", "p30", "p60", "p90" sidebarMode: The mode to draw the sidebar in. Either full or small.

User Permissions

A user's access to store branches and the various modules available within the Counterpoint Cloud Platform andare isall whatmanaged tieswithin this tab

Enable Branches: Here you can activate a newlyuser's created useraccess to your company.branch locations User type: This key is important and should be regarded as private as it can be used to create new accounts for your company, resulting in a larger monthly licensing fee.

 

From the Sign In page, select the "Create Account" option under the Sign In button. This switches to the registration form, and allows you to fillelevate outor the information needed forlower a newuser's account.

global

Onceaccess level

Page Permissions: This allows you haveto filledgrant out each of the forms, press submit.

 

If there are any issues with the registration process, you'll be shown a red box with oneaccess or morerevoke error messages inside. The values you submit must match the following constraints:

Username - Must be 7-31 characters long

Email - Must be in the form name@domain.com

Password - At least 8 characters long

Salesrep ID - Must be less than 7 characters

 

Once you successfully register a new account, click the "Log in" link nextaccess to "Alreadyspecific apages member ?" to return towithin the login prompt. Once logged in, you'll be asked to confirm information for your account's profile, and given the opportunity to add some extra pieces of information for Counterpoint Cloud Platform to

Based offeron a user's global access level, some morepages personalizedare information.deemed 'required' and will not be able to be revoked.

Special Actions

This tab allows for special actions to be taken on an account by an admin user

Confirm

that

User Manager: This assigns another user as the informationmanager isof correctthe user selected. This will allow you to assign a 'Manager' level user control of a 'User' level user Archive User: This will essentially disable a user. It does not delete the user, as this may break certain functionality, but it renders a user inoperable and press "Submit All Changes" - you're now readyunable to uselog yourin. newImitate CounterpointUser: Allows you to log in as the user and see their view of the Cloud Platform account.