- Go to Settings > Staff/Users > Add new staff member .
- Enter their personal details.
- Enter an email address. This will be what they use to login.
- If they will be claiming expenses you will need to set up a personal expenses nominal code for the staff member and enter it here (do NOT use the bank account, this should be a liability code set up specifically for this staff member's expenses).
- If they will be sending emails through Brightpearl you can setup SMTP accounts and select theirs here.
- Click Save .
- Your staff members are listed.
The user will automatically be emailed to notify them that their login is active. Their password is included within this email.