There are no limits on how many user logins can be created in a Brightpearl account, but the number of people who can sign in at the same time is controlled by the number of licences.
Adding users / staff members
When a new user is added they will receive an email with instructions for logging in and a temporary password. When they first log in they will be asked to create a new password.
How to add a new user to Brightpearl
- Go to Settings > Staff / users > List staff.
- Click Add a new staff member.
- Make the following entries:
Company name: (Optional) Enter the company which this user is employed at.
First and last name: Enter their first and last name.
Telephone and mobile/cell: (Optional) Enter their contact telephone numbers.
Max % discount: (POS iOS) Specify the maximum discount that the user can apply to the POS basket once the line and basket discount have been applied.
Job title and role: Enter their job title and select their role.
-
Check the box to give the user access to back office Brightpearl, then make the following entries:
Email address: Enter the users email address. A login email will be sent to this address with their temporary password.
Email SMTP: If set up, select the SMTP account to use when this user sends emails from Brightpearl. Learn more about SMTP
Expense account: If this user will be raising expense claims through Brightpearl, select which liability code the claims should be recorded in. Learn more about employee expense claims
-
If POS iOS is installed, check the box to give the user access to Brightpearl POS, then make the following entries:
POS store(s): Select which POS stores the user can log in to.
POS pin: Give the user a 6 digit PIN used for logging into POS.
Role: Specify whether this user is a cashier or manager. This controls the functions they can perform in POS. Learn more about POS users
- if WMS app is installed, check the box to give them access to WMS. Choosing the role will define what they can do in WMS. The PIN is no longer required.
-
(Optional) Give the staff member an email signature. This will be added to the bottom of any emails they send from Brightpearl.
- Save. If this is a new user, they will automatically be emailed their login details.
- Upon first logging into Brightpearl, the new user will be asked to confirm they agree to the Brightpearl User Licence Agreement before proceeding into the app.