Creating a User in Edge Pulse

Overview

EdgePulse allows users to create logins for accessing client data and reports. To create a login, navigate through Misc. > Setup for logins. This guide covers the process for creating additional user logins and configuring their security settings.

Creating Additional User Logins

Navigate to Misc. > Setup to create logins for other users. Follow the steps below.

EdgePulse navigation menu — Misc. > Setup

Log in to EdgePulse.
Navigate to Misc. > Setup.
In the tabs that load, select Business > Sales Associates.
In the Sales Associate dropdown, select the salesperson you wish to configure.
Click Base Details.

Base Details tab showing login options

Tick Allow Login.
Fill out the following fields:

Email Address
Mobile / Cell
Preferred Communication Method

Click Security at the top of the screen.
Select the appropriate security settings. See Appendix A for a full explanation of security options.

Security settings form with quick config options on the right

There are quick config settings on the right side of the security form that can simplify setup.

Click Save once all security settings are configured.

Save button confirmation

Best Practices

Use a personal email address rather than a store email for login purposes.
Ensure security settings are reviewed by the client to maintain proper access control.

Appendix A – Security Options

The table below outlines each security option available in EdgePulse and its function.

Category	Option	Description
Administrator	Administrator Rights	Give the user full Administrator Rights
Dashboard	Dashboard	Allow access to dashboard graphs and reports
	Store Monitor	Which stores show on the store monitor on the dashboard
	See Profit Details	Allow access to all cost and profit details in EdgePulse
	Sales Analysis — Day	Allow access to the salesperson performance analysis graph in the day tab
	Sales Analysis — Month	Allow access to the salesperson performance analysis graph in the month tab
	Sales Grid	Allow visibility of the sales grids in the dashboard
	Category Pie Graph	Allow visibility of the pie graph for category analysis
	Vendor Pie Graph	Allow visibility of the pie graph for vendor analysis
	Financial KPIs	Allow visibility of the store performance analysis graphs
Performance	Store Performance	Allow access to Store Performance Reporting
	Business Performance	Allow access to Business Performance Reporting
	Vendor Potential	Allow access to Vendor Potential Reports
Sales Associate Performance	See Sales Assoc. Perf. — Self	Allow access to view Sales Associate performance reporting for self
	See Sales Assoc. Perf. — Other	Allow access to view Sales Associate performance reporting for all in the business
	See Sales Assoc. Perf. ROI — Self	Allow access to view Sales Associate Return on Investment reporting for self
	See Sales Assoc. Perf. ROI — Other	Allow access to view Sales Associate Return on Investment reporting for all in the business
	Change Sales Assoc. Perf. — Self	Allow access to change Sales Associate performance reporting for self
	Change Sales Assoc. Perf. — Other	Allow access to change Sales Associate performance reporting for all in the business
	Webinars	Allow access to the Webinar Library
Benchmarking	Top Sellers	Access Top Sellers Report
	Super Store	Access Superstore Reporting
	Super Store — Our Store(s)	Access Superstore Reporting for this business only
	Market Trending	Access Market Trending Report
	Market Trending — Our Store(s)	Access Market Trending Report for this business only
	Loose Diamonds	Access Loose Diamond Report (also known as Virtual Diamond Boutique)
Misc	Setup	Allow access to the EdgePulse setup area, including user and security configuration, business reporting configuration, and vendor information
	Sales Goal	Allow access to set up sales goals for the business
Other	CCR Email	Activate CCR emails to be sent daily to the email address associated with this login
	CCR Email if Empty	Email the CCR even if it is empty (no sales made the previous day)
	CCR Email + Bagel	Attach the Bagel report to the CCR email
	High Value Receipt Notifications	Send email or SMS notifications for high-value receipts
Reports	Sales	Access Sales Report
	Inventory	Access Inventory Report
	Money	Access Money Report
	Comparison	Access Comparison Report
	Customer	Access Customer Balances Report