User Settings

This documentation will guide you on how to manage the users, as it will be done differently in Pulse 2.0

Here are the links to actions in user settings:

The list of permission groups has been extended to 8 permission groups:

1. Admin

2. Basic (this is a default permission group that will be added automatically to any user that will be created).

3. Field Technician

4. Sales

5. Field Management

6. Back Office Management

7. Call Centre Basic

8. Call Centre Advanced

Below actions can be performed under this module

Changing the known password

1. Click on 9-dot menu

2. Click on User Settings

   Open

   

3. Click anywhere in the password card

   Open

   

4. Fill in the required information

   1. Current password: user must know the current password in order to change it

   2. User new password: user should input the new password that follow the criteria that are displayed below this field

   3. User confirm password: use should add new password again in this field for confirmation

   4. To save the new password, user should click on the Send button

      1. NOTES: The eye icon:

         1. On the free text fields when clicked, it shows the user what he is typing

         2. That precedes the text “Show password criteria”, it shows/hide the password criteria

Resetting the forgotten password

1. Click on “Forgot password?”

2. Add your email

    

3. Choose the option to retrieve your password

B. What can an Admin user do?

An Admin user can do literally everything, but in live, he will be able to:

• Update his own password (use the above steps for changing the known password)

• Create a new user

• Search for the other users

• Reset the password for the other users (use the above steps for changing the known password)

• Disable a user

• Re-enable the user

• Change Roles and Permissions

  • Add a permission

  • Remove / Delete a permission

• Change the location (shop) of the user

1. Create a new user

1. Click on 9-dot menu > User Settings

2. Click on the plus icon to start creating a new user

    

3. Fill the Personal details (mandatory fields have a * in their labels) and click on the ‘Next’ button

   1. First name and Last name are mandatory

   2. The username is the email

   3. You choose the country code from the dropdown and fill the remaining digits of the phone number

   4. Alternative email is optional

       

       

4. Choose Address (all the field are optional except the country field that cannot be left blank, as it’s pre-selected based on the country of the user who is creating a new user), the click on ‘Next’ button

5. Update the profile of the user you are creation, and click on ‘Next’ button

   1. Job Title is optional

   2. Manager’s email is mandatory and should be a working email

   3. Department is optional

   4. Password is mandatory, and in the below screenshot, you can see the password criteria. You don't need to use the predefined password, you can type in something like Test@12345

       

6. Update the location that this new user will be assigned to, and click on ‘Next’ button

   1. Location level one is mandatory, here you select your NGU

   2. Location level two is mandatory, here you select the shop

   3. Allowed entities is optional, and it’s not needed, which is why you won't find anything to select

7. Assign the roles to the new user, then click on the ‘Next’ button

   1. Choose the ‘Main role’ as it is mandatory.

   2. Additional roles field is optional.

8. Summary: Review the details you have added to the user

   1. Previous button is used when you want to change something before you create the user

   2. Reset button is used to reset everything that you have already added

   3. And you can cancel this flow by clicking on the X icon on the top right of the page

   4. Create new user button is used to create the user

       

9. You will be notified if everything was successfully created. If something is wrong, you will get the red cross(es) not the green tick(s).

10. Click on Copy button, so that you can have the details, you can share with the new created user

     

Here are the copied details, to be shared to the user:

First name: Jacques
Last name: New Senior
Username: jacques.newsenior@bboxx.co.uk
Password: xu#Fnmkero

2. Search for the other users

1. Click on 9-dot menu > User Settings

2. Click on Search icon

    

3. On the left side of the screen, search for the user (using either the name or the email)

    

3. Disable a user

1. On the list of the searched users, click on the 3-dot menu

    

2. And click on ‘Disable’
   
   

    

    

A disabled user cannot access his account until he is re-enabled

4. Re-enable the user

1. You search for the user that you want to re-enable, and click on 3-dot menu

2. Click on Enable

5. Change Roles and Permissions

1. Search for the user you want to change the permissions for

2. Click on the user from the search results

3. User’s settings page will open

4. Click on the permission section

    

5. Click on Edit

6. To change the permission, for example from Basic to Senior, you need to delete the role

7. And choose the role, you want

6. Change the location (shop) of the user

1. Search and open the User’s Settings page

2. Click on the Location section. NOTE: below we get a message “No Location set for this shop”, this means that there are no geolocation coordinates saved in the shop details.

3. Click on ‘Edit’

4. Type in the shop name that you want to assign to the user, and choose the correct shop from the suggestions you get while typing the shop name

5. Click on Save changes

    

C. First steps for the new created user

It’s mandatory that the new created user changes the default password before he logs in.

1. Log in Pulse

2. You get the warning, asking you to change the password, then add the default password