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.
After the user is created they will receive an email with their password. You can customize the email by loading your own HTML template. For instructions see: Configure password email
Go to the Settings -> Users -> Manage Users
To create a new user, click Add New User:
General Information - Complete the Name and contact details for the User.
Sales Rep ID (AgentID) - the code identifying the user. 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 to Accounts.
Multiple users can be assigned to the same Account. For instructions on assigning users to an Account click here: How to Assign Accounts
Role: Assign a role to the user. Roles allow you to define hierarchy in your organization. For example, create Regional Manager roles, with Reps reporting to their region's manager. When the Regional Manager logs in, they will be able to see all activity of the reps reporting to them. For details on setting up roles see: Setting up Role Hierarchy in your Organization
Profile: Profiles allow you to assign different functionality, workflows, and form layout in Pepperi to groups of users. For example, a Sales Rep profile for taking orders, a Merchandiser profile that only performs stocktaking and visit reports, and a back-office office user that only takes inbound phone calls. This functionality gives the admin the option to control the data and the functionality exposed to each individual user.
Default profiles are Sales Rep, Admin and Buyer (for Storefront only). For information on creating additional profiles see: Assign functionality and configurations by user profiles
Tradeshow and Showroom mode -
Allows a User to login to both the device - with all the capabilities of a mobile user (adding accounts, placing orders, carrying out activities) - and the Web Admin via a browser.
Allows online lookup of Accounts - for details see: Tradeshow mode - online customer search.
Accounts - Click on Edit to manually select/modify the Accounts assigned to this user. This selection restricts the Accounts the user may perform Activities for. 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 user can access in the order center.
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. (Available if you are using price lists)
Please sign in to leave a comment.