Once you’ve set Congrats on setting up your users , there are - you're on your way to being a boss boss. Now it's time to talk about some settings and controls you should pay attention tothat will help you optimize your team's performance. To learn more about creating and managing your users, check out this article.
Authorize a User has completed training to unlock their account (Required for user set up). First up, let's talk about Authorize a User. Before your user can start their ConnectSx journey, they need to complete training to unlock their account. It's like a key to the cool ConnectSx clubhouse.
Custodian Only Users Next, we have Custodian Only Users. These users have access to inventory items, but not to the full range of features available in ConnectSx. Think of them as the "lite" version of your team.
Authorizing Directory Access (Required for user set up). We know security is a big deal, so we require you to authorize directory access when setting up a user. It's like checking their ID at the door to make sure they're supposed to be there.
Set Sales Targets for a User: Last but not least, Set Sales Targets for a User. This setting allows you to set sales goals for individual team members. It's like giving them a carrot to chase after - and who doesn't like a good carrot?
| Anchor | ||||
|---|---|---|---|---|
|
...