Steps to register a new User when they join your Team!
To add a new User, Managers should follow these steps:
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Click on the "Manage" icon located on the left side of the screen.
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Within the "Manage Store" section, select the "Add / Edit / Deactivate User" link.
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Click the red "Add User" icon.
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Utilize the dropdown menu to designate the User's Role, which can be one of the following:
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Manager: Users with Manager roles have full access to ImpulsePoint, enabling them to perform tasks like Adding, Editing, and Deactivating Products, Vendors, Users, and generating Reports, among other functions. This role is suitable for team members responsible for adding inventory.
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Cashier: Users assigned the role of Cashier can sell products and access reports. This role is typically recommended for Front Office Team Members who do not need to modify system configurations.
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In the available text fields, enter the required information, which includes:
- Title
- Office Phone
- Cell Phone
- First Name
- Last Name
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Use the toggle icon to specify whether the User is authorized for Alcohol Sales.
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Ensure you save your changes by clicking the red "Save" icon.
Upon adding a new User, they will receive an email from system@impulsepoint.app containing their login details.
Helpful tip: If the Manager doesn't have the User's Cell Phone number, you can duplicate the Office Number in place of the Cell Phone number.