Distributor admins can add new employees to Pepper directly from the Representatives tab in PMC. Once added, employees receive access to the app based on their assigned role and can be connected to specific customer accounts.
Role Overview
When adding a new employee, a role must be assigned. The two most common roles for distributor employees are Admin and User.
Admin: Full access to PMC, including the ability to create and manage other employees, view all customer accounts, manage orders, and access all settings. Admins receive order sync notifications and can be designated as approvers when order approval is enabled. Admins are automatically added to all customer accounts.
User: Standard sales rep access. Can view assigned customer accounts, place orders on behalf of customers, and access Sales Hub (if enabled). Cannot manage other employees or access admin-only settings in PMC. Must be manually assigned to customer accounts before accessing the app.
Note: Role permissions can be updated at any time from the employee's profile in the Representatives tab or via the User Config tool in PMC Tools.
How to Add a Distributor Employee
Step 1: Navigate to the Representatives tab
In PMC, select Representatives from the top navigation.
Step 2: Open the Create Representative modal
Click Create New in the top right corner. A modal will appear prompting for a phone number.
Step 3: Search by phone number
Enter the employee's phone number and click Search. Pepper checks whether an account already exists for that number.
If the number is already associated with an account, the employee's name will populate automatically.
If no account exists, the name field will be blank and will need to be filled in manually.
Step 4: Fill in employee details
Complete the remaining fields:
Name: The employee's full name.
Communication email: Optional. Used for order sync notifications and other Pepper emails.
Role: Select Admin, User, or Cashier.
Step 5: Save the employee
Click Save (or Create) to add the employee. They will appear in the Representatives list. If the employee has the User role, they will also need to be assigned to at least one customer account before accessing the app — see Assigning Customer Accounts below. Admins are added to all accounts automatically.
Note: If the employee already has a Pepper account under a different distributor, adding them here connects them to this distributor's app without creating a new account.
Assigning Customer Accounts
After creating an employee, customer accounts can be assigned to them from their profile in the Representatives tab. Assigned accounts determine which customers the employee can view and interact with in the app.
This step is required for employees with the User role. Employees with the Admin role are automatically added to all customer accounts and do not need to be assigned manually.
To assign accounts:
Navigate to Representatives and select the employee.
Scroll to the Assigned Accounts section.
Use the search field to find and select the customer accounts to assign.
Click Save to apply.
Note: Accounts can be reassigned or removed at any time from the same section. Assigned accounts can also be managed from the User Config tool in PMC — see User Management for more detail on what can be updated there.