Each Brightpearl User should be set up with their own user login. You can have as many users created as you like, but the number that can log in at one time is dependent on your Brightpearl subscription level. Once you have added a user you can use the permissions to restrict their access and control which modules they can see and use. If you're using EPOS users can be prevented from logging in to the back-office application completely and given direct access using an EPOS PIN.
Creating a Staff Member
- Go to Setup > Staff/Users > Add new staff member.
- Enter their person details.
- Enter an email address. This will be what they use to login.
- If they will be claiming expenses you will need to set up a personal expenses nominal code for the staff member and enter it here.
- If they will be sending emails through Brightpearl you will need to enter the email SMPT account here.
- Click Save.
The user will automatically be emailed to notify them that their login is active. Their password is included within this email.
To control a users access to the back-office and EPOS set their permissions.
