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
Login fields including email address and mobile number
- 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 |
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