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Create a User

Deactivate a User

Account Details

Enter Contact Information

Additional Contact for the User

Recent User Activity

Entering a Commission Rate

Setting Sales Targets

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

To create a user (with or without invitation): 

  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, Regional Manager, 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 the deactivate button in the upper right hand corner to deactivate the user (shown below). 

  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. 

Enter the User’s Contact Information

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

As a new feature in our April 2022 release, you may now add an alternate email address for a user in the User Information section at the top of the User detail screen. Make sure to save!

As of our February 2023 release you may assign Regions to sales and distributor users. To learn more about regions check out this article.

Add Additional Contacts for a User

You may also add additional contacts for a user if, for instance, they have multiple offices or if they have an office assistant.

  1. To do this click “+Additional Contact” in the Additional Contacts section.

  2. Enter the contact’s information

  3. Save the Additional Contacts section.

Review Recent Activity for that User

This section displays recent activity that user has taken and provides links to the relevant data.

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.

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.

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