Manage Users allows you to invite more users to Pepperi. Create a user and assign them access to Main Category (Brands) and Accounts.
This article explains how to add and how to delete a user. Once the user is added they will receive a Pepperi branded email with their credentials. You can customize this email with your own branding using HTML. Instructions here: Customize the Email Template for inviting users
Go to the Settings -> Users -> Manage Users
To create a new user, click Add New User:
If you are using Profiles (in the Pepperi Ultimate package), you will be able to associate the user with a profile as well, and they will be assigned any profile specific configurations you have done in the back office (otherwise the default is the Rep profile configurations). For details on Profiles see: Using Profiles to segment functionality and configurations
General Information - Complete the Name and contact details for the User.
Sales Rep ID- the ID code identifying the sales rep. Use any unique code for each user created (numbers and/or letters). If you are using an ERP system, use the identical code from the ERP.
This ID will then be used to assign this user (sales rep) to Accounts in the uploading of Accounts. Multiple sales reps can be assigned to the same Account. For instructions on assigning sales reps to an Account click here: How to Assign Accounts to Sales Reps
User Type: Sales Rep or Admin. An Admin user is a Pepperi Admin and can view information about Activities and Orders from the Pepperi Web Admin interface. A Sales Rep is a user of the Pepperi App on a tablet.
Tradeshow mode - Allows a User to login to both the tablet with all the capabilities of a sales rep (adding accounts, placing orders, carrying out activities) and the Pepperi Web Admin on a browser.
Accounts - Click on Edit to manually select/modify the Accounts this sales rep is associated with. This selection restricts the Accounts visible to the sales rep on the app. Accounts can also be assigned in bulk via the Accounts Excel file.
Product Main categories - Restricts the Main Categories the sales rep can display and order from in the catalog on the app.
Price List - Restricts the Price Lists available to the sales rep to select from when he/she creates a new Account on the app.
Delete a User
To Delete a user, just click on the delete icon to the right of the user name.
When you delete a user, their orders still remain in the system, but they can only be viewed on the Web Admin not on a tablet. If you wish to change a user's login email to re-assign it to another sales rep then all historical data is viewable by that sales rep when they log in on a tablet with their email. See this article for more details: Reassigning a User to another Sales Rep
If you are trying to delete a user and get an error, the user is most likely defined as the contact for functions in the Company Profile.
Go to Settings -> Company Profile -> Company Profile.
Check if you the user you wish to delete is selected as an option for one of the roles in the profile: Administrator, Service Manager or Orders.
Select a different user for the roles and go back to the Users section and delete the user again.
Deleted users can be restored from the Users Recycle Bin. To access the Recycle Bin click on the Menu icon on the right of the All Users section.
To restore a user just click on the "+" sign next to the user name in the recycle bin.