Overview

Proper user setup ensures clear role-based access, accurate staff records, and inspection-ready documentation across your pharmacy or organization. Creating users correctly is essential for assigning tasks, tracking training, and maintaining a complete compliance audit trail.

This article explains how to create a new user in Pestle from the Users page. 

Pre-requisites

Before you begin, make sure that:

• You are logged in as an Admin or have permission to manage users.

• You have the new user’s correct email address.

• You know which role the user should be assigned.

User roles determine what actions a user can perform in Pestle and what data they can access.

Step-by-Step Instructions

Step 1: Navigate to the Users Page

1. Sign in to Pestle.

2. From the pharmacy view, open the Users page from the navigation bar at the top.

3. Review the list of existing users displayed at the top of the page.

Step 2: Open the Create User Window

1. Click the + Create User button (green button in the top-right corner).

2. The Create User window opens.

Step 3: Enter Required User Information

In the Create User window:

1. Select the user’s Role.

2. Enter the required fields:

   • First Name

   • Last Name

   • Email Address

These are the only required fields to create a user.

Optional fields such as Title and Contact Information can be added if you want to store additional employee details in Pestle that will display in other areas of the application such as the assignment view.

Step 4: Confirm Active Status

• Leave the Active checkbox selected if the user is a current employee.

• Uncheck Active if the employee leaves your organization to immediately remove their system access.

Deactivating a user removes access while preserving historical records for audit and inspection purposes.

Step 5: Verify the Email Address

Before saving:

• Double-check the email address for accuracy.

When the user is created, Pestle sends a confirmation email allowing the user to set their password and access their account.

If the email address is incorrect, the user will not receive their invitation and cannot access Pestle.

Step 6: Create the User

1. Click Create.

2. The new user appears in the user list.

Understanding Invitation Status

• Gray name with “Resend Invitation”
  The user has not yet set their password or logged in.

• Blue name
  The user has accepted the invitation and accessed their account.

You can resend the invitation at any time if the user has not completed setup.

Next Steps After Creating a User

If you are adding a new employee to an existing system:

1. Add the user to the appropriate Groups.

2. Assign competency assessments and initial training.

3. Include them in relevant forms or programs as required.

Completing these steps promptly ensures clear ownership of tasks and uninterrupted compliance tracking.