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In the Users tab of the console, you can manage all of your users and their respective roles. 

To invite a user: 

  1. Click on the “Email” field under the “Invitations” section of the screen. 

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

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

  4. Click on the Paper Airplane logo to send the invite.

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

  6. You may also add a user without sending an invitation.

Deactivate a User

  1. Navigate to a User and click on their name to open the User record.

  2. Click “Deactivate” in the upper right hand corner to deactivate the user. 

  3. Click “Reactivate” if you want the user to be reinstated. 

Account Details: 

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

  2. To add a manufacturer, click on that manufacturer’s name in the lower right hand area of the screen under “Manufacturers”. 

Enter the User’s Shipping Address

  1. In each user’s detail screen you can enter their Shipping Address which will appear on Transfers and Inventory Requests.

You also will need to set Directory Authorizations for your Sales Users and Distributors.

Entering a Commission Rate for a User

  1. Click on the user you’d like to enter a commission for (must be a sales user).

  2. Enter the commission rate for that user. 

  3. Click Save. 

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. 

How to Set Sales Targets for a User

  1. In the User screen scroll down to the Sales Targets and Performance section.

  2. Click “Edit”

3. Enter the targets for this sales user (in Sales $) per quarter. Then click “Save”

4. You may now return to this screen to see how this Sales User is doing vs. their quarterly sales goals.

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