Finding and updating a delegated users non equity store information
Typical problem – a DP/Owner has a delegated user and the stores that should be assigned to them are not showing up correctly.
Finding and updating a delegated user’s non-equity store information
A delegated user’s non-equity store information refers to the stores that a DP (designated principle) has assigned to that delegated user. ONLY the DP or KO can add additional stores to a delegated user.
1. Log in to the ReportHub application.
2. When logged in to the ReportHub interface, look in the top right for a link called “Users” (shown above with a <RED> box around it). This is the admin link for the ReportHub application. If you are a designated administrator, you will see this link. Click it to see a list of all users.
The following screen will be displayed.
3. To locate the user record, you can either scroll through the pages manually or you may search in the top left of the interface.
4. Type any partial email into the search box and press enter (or click the Search button). The list of users will be reduced to only those who match your search string.
5. Once you have found the user record, click the line containing the username. An interface will open with the Inspect User screen showing that user’s information.
6. Next, after selecting the user that is having the issue, and you will see the stores that are assigned to that delegated user on the screen.
7. If the list does not show the correct stores for the delegated user, you can make changes adding stores that need to be added or deleting stores that they should not have access to.