Getting Started with User Account Setup Wizard

The User Account Setup wizard enables you to add users to your Aloha Insight system, which includes establishing a login id, system password, email address, home store, area, region, security class, and more.

Before adding users to the system, establish the security classes for your company in Security Class Setup wizard. Then, add each user to the system, assign them a security class, and optionally assign them a home store, home area, home region, or home store group.

The Getting Started section walks you through adding a new user. If you are unable to access the User Account Setup wizard and need additional security rights, contact your system administrator. Security rights are defined in Security Class Setup wizard. Select System Setup > User Account Setup, to access the User Account Setup wizard and begin adding users to Aloha Insight

If you have sufficient rights to add a security class, continue to Adding a Security Class.

Adding a New User

To add a new user:

Select System Setup > User Account Setup.

Click Add on the User Account Setup screen. The ‘Add User Account’ screen appears.

Type the first name of the user.

Type the last name of the user.

Select a security class from the drop-down list. You can select a security class for the user or use the default security class.

Select the language for the user.

Select the view you want the user to see when they log in to Aloha Insight. Select either to view your company Intranet, or Portal when the user logs into Aloha Insight. If you select Company Intranet, you can still access your Portal via a menu option.

Select a default Crystal Report file type from the drop-down list. When the user views a report in Reports Viewer, Aloha Insight uses the format you select here. Aloha Insight recommends using Crystal Reports, or Excel to ensure optimum formatting.

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Select a default Active Report file type from the drop-down list. When the user views a report in Reports Viewer, Aloha Insight uses the selected format. Aloha Insight recommends using Adobe PDF for optimum formatting and printing.

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Select the default language for the Active Report file type for the user. The language setting modifies the static text elements on the report:

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Select the default format for the Active Report file type for the user. The following elements update to the appropriate format when you select a language in the ‘Format’ drop-down list:

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Select the default report options:

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Automatically Display Reports in the ‘Reports Viewer’ Application

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Automatically Display Reports on the Portal After Processing

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Type the login name for the user. This is the login name entered on the Aloha Insight login page

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Type a password for the user. This is the password entered on the Aloha Insight login page.

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Type the password entered in step 13 in the ‘Confirm Password’ text box.

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Click

to select a login start date. The date entered here determines when the user can begin using Aloha Insight.

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Click

to select a login end date. The date entered here determines when the user is no longer able to login to the system; therefore, select a date well into the future.

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Select the appropriate email setting for the user. Aloha Insight uses the email address to send you reports, and alerts. Select one of the following email address types:

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Select Email Address and type the email address in the adjacent text box.

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Select Web Email and type the email address in the adjacent text box.

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If you want to use the Aloha Insight email application, contact Aloha Insight Support to set up the built in email application.

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Select Email ‘Getting Started’ Guide to User to send a new user an email with instructions to download a Getting Started guide.

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Select a home store, home region, home area, and home store group from the drop-down list. Assigning a user to a home store, home region, home area, or home store group is optional.

You assign a user to a home store, area, region, or store group to limit what the user can view in Aloha Insight. Generally, you would assign a store manager to a home store, thus limiting the general manager to a single store. You would assign an area manager to a home area, but not a home store.

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Click Save.