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Brendan Sweeney

Brendan Sweeney

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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 TargetsAdd Documents to a User

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

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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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Anchor
Store-documents-for-a-user
Store-documents-for-a-user
Store documents for a user

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

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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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