Add A New User

Add an employee or contractor to your Retail Toolkit account, and set permissions and security access

  • Navigate to the Users page, located under the gears icon, and select + Add New User.
  • Add the employee's information.
  • if you'd like to set a password for them, enter it into the relevant fields. If you'd like to allow them to choose their own password, click the checkbox to "Notify user of new account". This will send them an email with a link to set up their own password.
  • Assign the user a Role. This will determine access to the areas of RTK that are appropriate for their position. Each Role's access can be customized under Permissions. (Learn more about Users, Roles, and Permissions here.)
  • Assign the new user location access.
    • "Control" allows the user to control the selected location or module.
    • "View" allows the user to see, but not control, the selected location or module.
    • "No Access" restricts the user from viewing or controlling the selected location or module.
  • Click Save. An email will be sent automatically to notify the user of their new account.

You may also use this screen to disable a user's access to the entire account or to particular parts of the platform.

Forgot your password?

If you've forgotten your password, or your activation link has expired:

  • Click 'Forgot Password' on the login screen

  • Or enter your email address and select Reset Password on the 'Link has expired' page