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Last updated: 2/27/24

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.

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Entering a Commission Rate

Store documents

Setting Sales Targets

How to Assign Products, Facilities, Physicians, Locations, and Manufacturers (Directory Access) to individual User Accounts

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  1. Click on the “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.

  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 “Send” button to send the invite or “Add User” to create the user.

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

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

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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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Store documents for a user

You can also upload documents to a user’s account, such as a contract or their certifications.

  1. In the user detail screen, scroll to the document section

  2. Then either drag the file to that region of the screen or search for the file on your computer by clicking on the button

  3. Make sure to hit save

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

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Note

You also will need to set Directory Access Authorizations for your Sales and Distributor Users. This is a critical step that must be completed before users may create Events and log their sales.

And don’t forget to assign your Procedures, Products, and Facilities to your Physicians!

Filter by label (Content by label)
cqllabel in ( "user" , "role" , "account" , "invite" )

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