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The users section is a critical part of the console where you can create users, deactivate users, manage user information, modify commissions, set sales targets, and create directory assignments.

Create a User

Deactivate a User

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Entering a Commission Rate

Setting Sales TargetsIn

the Users tab of the console, you can manage all of your users and their respective roles. How to Assign Products, Facilities, Physicians, and Manufacturers (Directory Access) to individual User Accounts

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create-a-user create-a-user

To create a user (with or without invitation): 

1. Click on the “Email” field under the “Invitations” section of the screen. “Add Users” button in the upper right corner of the Users page

2. Select whether you want to invite a user or add a user.

   1. Inviting a user will send an email to that user with a link for them to claim their account.

   2. Adding a user allows you to create the user without them having to claim an invitation. They can claim their account at a later date by accessing console.connectsx.com and clicking Forgot Password? To learn more about this check out this article.

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3. Fill in the email address of the user you’d like to invite

4. Select their intended role from the drop down menu next to the email address. You may choose from Sales, Distributor, Regional Manager, or Manufacturer. 

5. Click on the Paper Airplane logo “Send” button to send the invite .

6. Below the “send invite” section, you will see your pending invites that have not yet been accepted. 

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7. You may also add a user without sending an invitation. or “Add User” to create the user.

8. Click “Pending” to review your currently pending email invites.

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9. Click on the red X to revoke an invitation or the paper airplane to resend it.

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deactivate-a-user deactivate-a-user

Deactivate a User

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1. Click on that user to view the details of their account. 

2. In this screen you can update:

   1. The contact information

   2. Training and Custodian status

   3. Shipping Address

   4. Add additional contacts

   5. View inventory in their custody

   6. View recent activity for that user

   7. Enter/Modify Commission

   8. Enter Sales Targets

   9. Make Directory Assignments

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Enter-the-User’s-Contact-Information Enter-the-User’s-Contact-Information

Enter the User’s Contact Information

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The commissions will then be able to be pulled using the report “Sales by Representative”. The commission will be run off of the sales recorded on the sales order for an event. 

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How-to-Set-Sales-Targets-for-a-User How-to-Set-Sales-Targets-for-a-User

How to Set Sales Targets for a User

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