Initial Setup

As part of the DirectorX initial setup, the administrative user account should add corporate users, assign roles, and organize sites into groups. When a new DirectorX system is installed, DRB sends an invitation email to the address entered for the main Corporate Admin user. This invitation will help the user finalize their account and enable them to turn it on. The user must open the link in the email, which navigates to a password creation webpage, where they will be required to create a password (must contain one uppercase character, one number and one special character). This completes the account creation, and the user can then create . The email confirmation must be used within 24 hours, or the email link will expire, and the account will need to be re-created.

Tools Required

• DirectorX user account with Corporate Admin role.
• Organization client code (provided in the invitation email).
• User's email address.
• User's password.

Steps

1. Review roles in Role Manager (Admin).
2. Add additional users in User Manager (Admin).
3. Add and configure groups in Organizer. Tip: Place all sites in an “all locations or all stores group,” then organize them in sub-groups. Leaving sites in new sites will prevent all features in DirectorX from working properly. To place a site in multiple groups, copy that site into a subgroup from all locations/stores groups.
4. Assign additional users to manage DirectorX for any new locations.
5. Monitor user access by removing users that are no longer needed.