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OVERVIEW
ORDER MANAGEMENT (OMS)
SHIPPING - SETUP
Shipping Methods
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Shipping Method Setup Examples
TAXES - Setup
Tax Automation with Stripe Tax
Tax Automation with Avalara
CONTENT MANAGEMENT (CMS)
DATA
CUSTOMER LIFETIME REVENUE
Customer Lifetime Revenue Explanation
Customer Lifetime Revenue and Purchase Likelihood
Recency Frequency and Monetary
CLR and RFM Data Table Glossary
RFM and CLR in the Hub
LOOKER
Modifying a Dashboard
Timestamp differences between Looker, OMS and Shopify
How to create custom calculations in Looker
Looker and Shopify data models
Custom fields
How to 'Save and Schedule' reports
Creating Custom Reports or Look
Looks vs Dashboards
Login Looker FAQ
Looker Glossary
SEGMENT EVENT TRACKING
What are event tracking
Adding Tracking
What is the Tracking Plan?
The Chord Tracking Plan
The Shopify Tracking Plan
Event Tracking FAQ
EVENT UPDATES PAGE
Email Subscription Payment Event Update
Product Feed Setup
Getting Segment to Production
Consent Management
Installing in Next.js
Installing in Gatsby
Integrations
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Using Chord with Shopify
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USERS

2min



What are Users?

An internal user, such as an employee or agency partner, will need access to the OMS.



These articles will guide you in understanding how to create an internal user and the steps to reset your password and create an account in the dashboard.





Creating Users

User Roles

Resetting your Password

Updated 17 Apr 2023
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