Adding new Users to Edify
If you have Admin permissions you have the ability to add a new user.
On the left hand menu select "Settings"
Select "Users"
In the top right hand corner select "Add New User"
Complete user details
Assign the sites this user should have access to and set their home site (the site they'll automatically view when they first login)
Set their default User Permissions (find out more about permissions below)
Select "Send Invite"
This will trigger an email to the user prompting them to set a password and get logged in.
🚨 Please note, the link in this email is only active for 48 hours - if the link expires before a user logins in for the first time Admins can resend a password set-up link from Edify.
Navigate to "Settings"
Select "Users"
Click on the "Pending" status by the user whose link has expired
Click "resent invite"
User Permissions Explained
User permissions are set when a user is first created and can be edited at any time.
They are as follows:
Employee - these users are able to complete all the standard Edify functions but cannot do things such as process orders beyond cut-off times or close stocktakes. Employees are not able to make edits to recipes nor suppliers or products. They do not have access to reports in Edify.
Further permissions can be added as required:
Change Delivery Prices (when an order is confirmed)
Manager - these users can do everything an employee can do, but can also process orders past cut-off times and close stocktakes. Further permissions can be added as required:
Add/Edit Suppliers
Add/Edit Products
Add/Edit Recipes
Manage Checklists (aka create new checklists)
View Dashboards (such as the COGs report)
Change Delivery Prices (when an order is confirmed)
Change Date of Confirmed Delivery, Waste and Transfer
Edit Confirmed Deliveries Beyond a Week
Edit a submitted stocktake
Close a stocktake
Waste or Transfer Unavailable Items
Admin - The highest level of permissions available, Admins will be able to complete all available actions and will be able to view all sites. Admins are able to view inactive sites, while these sites won't be visible to Managers and Employees.
Deleting Users from Edify
Go to Settings > Users.
Here, you will see a list of all users associated with your account.
Find the user you want to delete, and hover over the "Status" column (Where the text says "Active"). You will then see an option appear to Suspend or Delete a user.
Suspending a user will temporarily prevent access to their account. Deleting a user will remove their user credentials and login forever.
User FAQs
I'm not able to see the "add new user" button, what should I do?
Only users with Admin or Manager permissions are able to add new users. If you need to add a new user but do not have these levels of permission please contact your internal systems manager to assist in creating a new user for you.
I'm getting an error message when trying to add a number, what should I do?
If inputting a UK number please ensure you are only entering 10 digits, you don't need to put the first "0"
Can I edit a users email address?
No, once you have created a user it is not possible to edit the email address (this is because the user is linked to that address). If the email address was entered incorrectly you can delete the user and recreate them.
Can I manage my CPU customers within the Users section of Edify?
Yes, the users section of Edify is also used to manage external CPU customers. Find out more here.