Manage Users allows you to invite more users to Pepperi. Create a user and assign them access to Main Category (Brands), Accounts, and Price Lists.
Go to the Settings -> Users -> Manage Users
To create a new user, click Add New User:
Sales Rep User
General Information - Complete the Name and contact details for the User.
Sales Rep ID (AgentID) - the code identifying the sales rep. If you are importing data to Pepperi form your ERP, use the identical code from the ERP. If not use any unique code you choose for each user created.
This code will then be used to assign this user (sales rep) to 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 Manager and can view information about Activities and Orders from the Pepperi back office interface as well as make changes to the catalog, accounts, permissions, items and all settings in the back office. A Sales Rep is a user of the Pepperi for Sales Teams App on a mobile device.
Tradeshow and Showroom 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 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 (How to Assign Accounts to Reps via the Accounts Excel file)
*NOTE: when a User is created, they are assigned to ALL Accounts by default. If you require otherwise, de-select the "All Accounts" option on the User (as shown in the article above) and upload the permissions by following the instructions. (If you skip this step, no matter what permissions you load via the Excel file, All Accounts will remain in effect).
Product Main categories - Restricts the Main Categories (Brands) that 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 or edits an existing one on the app.