Step-by-Step Process
Access C-Store Essentials Web Account
Use your account credentials to access the PDI C-Store Essentials platform
Access C-Store Essentials by using the link below or clicking here
Navigate to the Manage My Store Screen
On the top-right, click on the User Settings button (human silhouette icon)
Next, click on the Manage My Store option
Navigate to the Manage My Users screen
On the top-right, click on the Users button
Add a New User
Click on the "+" button in the top-right corner to create a new user
Enter User Information
Fill in the required fields with the user’s information, such as name, email, and other relevant details.
Assign the appropriate access level, allowing web or mobile access as needed.
Select the Group that aligns with the user's role (e.g., employee, manager, pricebook manager).
Click the Add User button in the bottom-right corner to finalize the setup
✅ Note: Ensure you assign access levels and roles carefully to maintain the security and functionality of your CStore Essentials account.
Frequently Asked Questions
Can I restrict access for specific users after creating them?
Can I restrict access for specific users after creating them?
Yes, you can set up IP and time restrictions or advanced security measures for individual users through the Users page.
How do I edit a user’s access level after creation?
How do I edit a user’s access level after creation?
Navigate to the Users page, locate the user, and click on their details icon.
From there, you can update access levels or assign additional roles.
Is this feature available for all plans?
Is this feature available for all plans?
No, this feature is available for accounts on the Standard Store Operations Plan or higher.
Can I create users with only mobile access?
Can I create users with only mobile access?
Yes, you can enable mobile-only access during user creation by adjusting the access settings in Step 3.