Note
You need to be logged into SiteLink Corporate Control to perform this task.
Italicized terms represent clickable icons on the specific screen being discussed.
- (A) Note the corporate code as you will need to provide this to CallPotential. For example, the image shows the corporate code, "CCTST".
- (B) Click Store Information.
Location Code - Note: After collecting the codes, close the screen.
- (C) Notes the Location Code for each location you are setting up as you will need to provide these to CallPotential. It typically is L001, L002, etc.
Corporate Users and Rights
- (D) Click Corporate Users and Rights.
Users
- (E) Click Users.
Add User - Note: After clicking Users, you will need to complete this step in a new popup window.
- (F) Click Add.
Remaining Steps - Note: You will need to complete these steps in another popup window. The username is CallPotential and password is <Create your own Password and email back to CallPotential>.
- (G) Click All Sites.
- (H) Check API All Reports.
- (I) Check API Regular.
- (J) Click OK.
Share the following information with your CallPotential Customer Success Manager so they can complete the integration with your PMS
- Corp Code
- Location Codes
- User Name
- Password
