Creating Additional Users

Creating Additional Users


Overview

Edge Pulse allows users to create logins for accessing client data and reports. To create a login, navigate through Misc. > Setup for logins. This guide provides step-by-step instructions to configure user logins

Creating Additional User Logins (Misc. > Setup)

For creating logins for other users, follow these steps.

  1. Login to EdgePulse.
  2. Navigate to Misc. > Setup.

  1. In the tabs that load, select Business > Sales Associates.

  1. In the Sales Associate dropdown, select the salesperson you want to configure.
  2. Click Base Details.
  3. Tick Allow Login.
  4. Fill out the following fields: 
  • Email Address
  • Mobile / Cell
  • Preferred Communication Method

A screenshot of a computerAI-generated content may be incorrect.

  1. Click Security at the top of the screen.

A screenshot of a computerAI-generated content may be incorrect.

  1. Select the appropriate security settings (See Appendix A for Security Option Explanation). 
  • Note: There are quick config settings on the Right side of the security form.

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  1. Click Save once all security settings are configured.

Best Practices

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

Appendix A – Security Options

Option Name

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 / profit details in Edge Pulse
  • 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 KPI’s

Allow visibility to 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. – 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 Webinar Library

Benchmarking


  • Top Sellers

Access Top Sellers Report
  • Super Store

Access Superstore Reporting
  • Super Store – Our Store(s)

Access Superstore Reporting for Business Only
  • Market Trending

Access Market Trending Report
  • Market Trending – Our Stores(s)

Access Market Trending Report for Business Only
  • Loose Diamonds

Access Loose Diamond Report (Also known as Virtual Diamond Boutique)

Misc


  • Setup

Allow access to EdgePulse setup area – This includes but not limited to User and Security Configuration, Business Reporting Configuration, Vendor Information
  • Vendor Search


  • Sales Goal

Allow access to setup Sales Goals for the business

Other


  • CCR Email

Activate CCR Emails to be sent daily to the email associated with this login
  • CCR Email if Empty

Email the CCR even if it is empty (No sales made for the previous day)
  • CCR Email + Bagel

Attach the Bagel report to the CCR Email
  • High Value Receipt Notifications

Send Email / SMS 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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