After purchasing a New User license, you will send an email invitation to users so they can create a reciProfity password. Follow these steps to send the email invitation or continue with the instructions below to associate Users with Units.
HOW TO: View Users in reciProfity
- Select the Gear icon located in the upper right corner.
- Select Manage Users & Units.
- Select Users & Connections.
When a new user accepts the email invitation, they will appear in the Users section.
If you have purchased multiple Units and have not set them up yet, please follow these directions.
HOW TO: Associate a User with a Unit
If you have only one Unit or have already set up all of the necessary Units, you can now associate users with the Units they need access to.
- Select the email address of the user or connector (e.g., gm@example.com). This will take you to a screen where you can select the User Group (Rights) and the User Connections (Units/Profit Centers).
- Use the dropdown menu in the User Group section to select the appropriate Rights profile.
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In the User Connections dropdown menu, select the Units the user should access. Make sure to select all relevant Unit options.