Create a new user

Log in Pulse Web with your 2.0 account and follow these steps:

1. Click on 9-dot menu > User Settings

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

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

   1. First name and Last name are mandatory

   2. 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

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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 of an existing user

   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 currently, which why you won't find anything to select

       

       

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

   1. Choose the ‘Main role’ as it is mandatory, you have 7 options to choose from (Admin, Back Office Management, Call Centre Advanced, Call Centre Basic, Field Management, Field Technician and Sales

   2. Additional roles field is optional. Do not add old roles as additional roles

       

   3. Notes:

      1. There is no need of adding multiple roles to a user, but it’s possible

      2. Table for what each permission group is allowed to do is attached at the end of this page

      3. There is another permission group called ‘Basic’, which is not available for selection because it’s added automatically to any created user

      4. Old permission groups from 1.0 will still be available for selection for a short period after the full go-live.

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.n*******@bboxx.co.uk
Password: xu****kero

First steps for the newly created user

An Admin user can do literally everything, but in Pulse 2.0, 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

What each permission group is allowed to do