Adding Staff Members / User Logins

  1. Go to  Settings > Staff/Users > Add new staff member .
  2. Enter their personal details.
  3. Enter an email address. This will be what they use to login.
  4. 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).
  5. If they will be sending emails through Brightpearl you can setup SMTP accounts and select theirs here.
  6. Click  Save .
  7. 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.

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