Adding or removing your team members is extremely simple! Only Brand Admins have this capability.
On the left side navigation of UQ Cadence, within Settings, click Users & Permissions.
STEP 1: Add/Remove Admin or User
At the top of that page is a box to add users and admins with their email address. Type complete email address into that space and click INVITE. An email will be sent to that address notifying the person they have been added to UQ Cadence.
- Admins have access to make changes to the Admin/User list, request or decline Retailer connections, and view reports within UQ Cadence.
- Users only have access to view reports within UQ Cadence.
The lower part of the page will show you the names of the current Admins/Users. In this section you can change Access Level, view Two Factor Authentication (2FA) status and the date their account was created (Create Date). You can delete an account by clicking DELETE MEMBER.
If an Admin/User hasn't accepted their login invitation, RESEND INVITE will appear underneath their email address. Click RESEND INVITE if they can't locate the invitation in their email.
STEP 2: Access to Reports
Now that you have added an Admin/User, you need to grant them access to reports within Settings Retail Connect. This step is often overlooked and is the most common reason a new user logs in and sees a blank page (instead of reports).
Use one of these 2 approaches below. Most users will use the Manage Global Access approach, while sales reps usually need the second instead.
1. Manage Global Access (most common)
To quickly give a new Admin/User access to all reports and connected retailers, click MANAGE GLOBAL ACCESS. A box will appear showing you the Admins/Users who been granted Global Access to all of your connected retailers. To add or remove someone from this list, click the down arrow on the right side, select (or deselect) the user's name, then click Save.
Note: Global access permissions will override any individual retailer access you grant in step 2, below.
2. Individual Retailer Access (for Reps or area managers)
If you want a User to have access only to select retailers, do not give them Global Access. Instead, on the ACTIVE tab that shows your connected retailers, locate the specific retailer and click the icon under Permissions. Click the dropdown, select the new user, and click Save.
Repeat this for any other accounts they need to access.