Add/Edit a New User

How to add a new user to your Pulse account and set permissions

Before you Begin

• Only admin users are able to create new users.
• All changes can be undone

Time Allocation

• 2 minutes

Table of Contents

Add a New User

Edit User Location Access

Add a New User

1. Go to the Settings tab and select User Management
   
2. Click Create New User in the upper left corner
   
   
   
3. Fill out all of the fields
   
   1. Roles:
      1. Stock Room 
         1. For: Team members using inventory day-to-day
         2. Capabilities: Add, dispense, and transfer product within the stockroom
      2. User Level
         1. For: Staff responsible for purchasing
         2. Capabilities: Everything in Stockroom plus placing orders, add/edit products, and view/create reports
      3. Admin Level
         1. For: Office Administrators/Managers
         2. Capabilities: Complete access including settings to modify user permissions
   2. Password:
      1. You create the user's password. If you'd like for them to create their own password, select the "Is Change Password Required" box and the new user will be prompted to create their own password after they login with the one you created for them.
   3. Location: 
      1. Here is where you select either one location, or all locations. See instructions below to see how to add a user to specific locations
   4. Suggestions
      1. use the new user's work email as their username
4. Share the username and password you created with the new user

Edit Location Access

1. Select "User Management" from the "Settings" tab
   
   
   
2. Select the "Edit" button for the user you'd like to edit
   
   
   
3. Select/Deselect the locations the user should have access to
   
   
   
4. Select "Enable Advanced Roles" if you're looking to add very specific permissions for the user. 
   1. Reach out to support@elevateht.com if you'd like help modifying this section.
      
   
   
5. Click "Save Changes"