Retail Product System (RPS) is our streamlined catalog management and sales optimization tool. All users will need access to this module.
Creating RPS users:
Click the Menu icon
2. Select the Users menu option
3. Click the + Users button at the top left of the screen
4. Enter the name, email address, password and confirm the password
5. Click the Add button.
Once the user is created, you will need to assign:
RPS User Type - the User Type will determine the permissions that the user has in RPS:
Read Only | Management | Admin |
|
|
|
2. Default Location - The default location is the location the salesperson will be writing business from - If a salesperson works in multiple locations, leave Default Location blank when creating the User. This will prompt the salesperson to select a location when creating a Quote or Order.
3. Default Technician - The default technician setting links the technician to that user for commission purposes. So if RPS user Chris is linked to default technician Chris Technician, and Set Technician as Default Salesperson is enabled, all service requests assigned to technician Chris Technician will be listed under Chris in the commission report
Once the RPS user is added, there are additional permissions that can be applied to the user.
Complete Business Management Systems (CBMS) is our unified platform where you can integrate business processes—from inventory and order processing to competitor pricing and e-commerce, digital price tags, live credit card processing, service requests, website management, digital marketing and more.
Creating CBMS Users
Click the Menu icon
2. Select the Point-of-Sale Users tab
3. Click the +Point-of-Sale User button
4. Choose the Profile - Note: see the Permission Profiles tab to view the profiles and corresponding permissions
5. Choose the User - Note: this is the RPS user created in the previous step
6. Click the Update button
Permission Profiles
We have created default Permissions Profiles that can be assigned to users. If needed, the existing profiles can be updated or you can create new profiles to customize permissions.
Once a user is assigned to a POS profile, you will see which permissions are tied to the POS Profile.
Accessing HomeSource LMS
Once the user is added, you can send them an email with your site URL and they can reset their password following these steps:
Click this link to get to the login screen: <Paste customer URL here>
On the login page, click the Forgot Password link
3. Enter your email address and click Email Me
4. Once the email is received, they can click the Reset Password button, and enter and confirm their new password
Note: Once logged in, they can access training by click the HomeSource Learning icon (green graduation cap) located in the menu at the top-right of the screen. Each user will be redirected to the LMS system and automatically be enrolled in all the training courses.