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User Management

Written by Grace Pepetone
Updated this week

PMC provides multiple ways to manage user accounts, depending on context. This guide explains how distributor admins can manage operator employees, distributor employees, and use the User Config Tool to view and troubleshoot individual users across the app.

Quick Guide: Where to Manage Users

  • Customers Tab → Managing employees tied to a specific operator

  • Representatives Tab → Reviewing distributor rep performance and sales activity

  • User Config Tool → Troubleshooting and updating individual users across the app

Customers Tab: Operator Employees

Operator employees (restaurant staff) are managed through the Customers section in PMC. This area is organized around restaurant accounts and is best used when managing users within the context of a specific customer.

To view operator employees:

  1. Navigate to Customers in PMC

  2. Search for and select a customer account

  3. Scroll to the Employees section

From the Employees section of a customer account, admins can:

  • Add or remove operator employees

  • Update account type or role

  • Select an individual employee to:

    • Update contact information

    • Manage notification preferences

View operator employees in the Employees section of the selected customer page.

Update Employee Information and Preferences.

The Customers section is ideal when the goal is to manage all employees tied to a specific operator account or make account-level changes.

Representatives Tab: Distributor Employees

Distributor employees are managed through the Representatives tab in PMC. This tab provides visibility into rep performance, assignments, and sales activity, as well as access to rep-specific settings.

To view or manage distributor employees:

  1. Navigate to Representatives in PMC

  2. Search for and select a distributor employee:

From an individual distributor employee profile, admins can:

  • Update account settings, including Order Agent settings and order sync notification preferences

  • View or remove assigned customer accounts

  • Review detailed sales and activity metrics over the last 7, 30, 90, or 356 days, including:

    • Total sales and GP%

    • Total and distinct cases sold

    • Total orders and order source

    • Top-selling items

  • View prospects, recent notes, and expected orders

The Representatives section is best used when the goal is to review performance, territory coverage, or sales-related activity for distributor employees.

Centralized View of All Accounts: User Config Tool

The User Config tool gives distributor admins a centralized view of individual users across their app, making it easier to understand user behavior and resolve configuration issues quickly.

Note: User Config is available to distributor admins only.

What is the User Config Tool?

The User Config tool is an admin-only feature in Pepper Management Center (PMC) designed for user-level troubleshooting and configuration.

It brings together key information and controls for both distributor employees and operator employees, allowing admins to search for a user, review account health and activity, and update settings - all from a single page.

Benefits of the User Config Tool

  • Centralized user lookup: Find and manage all users connected to the app, regardless of role or account type, from a single view.

  • Account and role visibility: Review user status, role, assignments, and activity in a single snapshot to quickly identify potential configuration issues.

  • View user activity and history: View first login, most recent login, and total orders placed to understand engagement and usage.

How it Works

Find and Review a User

  1. In PMC, navigate to Tools → User Config

  2. Use the search bar to find a user by name, email address, or phone number

  3. Review the user overview, including:

  • User type and role

  • Notifications preferences

  • Restaurant Access

  • Login history and order activity

  • Update configurations as needed, such as notifications, role, or assignments

Edit User Contact Information

  1. In the Contact section, click the three-dot menu

  2. Select Edit

  3. Update the user’s contact details and save changes

If a user account is connected to more than one distributor app, their contact information cannot be updated.

Note: A user’s login email address cannot be changed from PMC. If this needs to be changed, please contact Pepper support.

Adjust the Order History Time Period

  1. In the Orders section, click the three-dot menu

  2. Select the desired time period to update the order history view

Review Diagnostics

  1. In the Diagnostics section, view capabilities

  2. If a capability is flagged, click the Fix button to reveal the setting that must be changed.

Flagged capabilities will have recommendations attached below.

When the Fix button is clicked, the screen will jump to the needed setting.

When to Use User Config:

Use when the goal is to:

  • Investigate why a user can’t log in, place orders, or receive notifications

  • Confirm a user’s role, status, or assigned accounts

  • Review a user’s login and order activity

  • Update user notifications, assignments or contact details

When to User Other Areas of PMC:

  • Customers: To manage restaurant-level settings and view all employees tied to a specific account

  • Representatives: To review Distributor rep details, territories, or sales performance

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