Installing Brightpearl Automation

Before rules can be created, the Automation app must be installed and staff members must be given permission to use it.

Installing Automation 

Automation can be installed in the App Store, located on the top right-hand side of every page.

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To install the app, click "Turn on".

Once this app has been installed from within the App Store, you will need to specify which users are able to create new Automation rules.

Enabling users

  1. Click the App Store link at the top right-hand side of the screen
  2. Find the Automation app (not the Action Pack)
  3. Click Turn on
  4. Once the app has been activated, click Configure > Manage users
  5. Only staff added to the list will be able to add new Automation rules. To add more staff members select them from the dropdown menu and click Add

    add staff to brightbot

Each of the staff listed will now be able to begin adding and editing Automation rules.

Learn more about adding Automation rules here.

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