Account setup

Company and account settings

• Channel brands and sales channels
• Default account settings

Setting up staff and users

• Overview of users, permissions and teams
• Creating, editing and deleting users
• Brightpearl user passwords and account security
• User permissions
• Teams
• Setting up employees for claiming expenses
See all 10 articles

Staff functions

• User menu
• Tasks, activities and events
• Claiming personal expenses
• Video: Calls, tasks and meetings

Customization

• Custom fields
• Filter first reports
• Configurable columns, filters and preset views

Templates

• Creating and editing templates
• Assigning templates to sales channels and shipping methods
• Working with the product table on templates
• Product images in templates
• Barcodes on templates
• Using templates to support multiple languages
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Countries and languages

• Countries
• Languages

Troubleshooting and updates

• New features in account setup