New User Setup Checklist

Follow this checklist to make sure all of your new users are set up for success in your ConnectSx account. 

Summary: 

• Create the new user

• Enter user information

• Assign sales users (if creating a distributor)

• Mark User as Trained

• Create Directory Assignments

• Review User Level Settings

Create the New User

• Create the new user account using one of the following options: 

  • Invite them via email to claim their account

  • Create the account without inviting the user

    • This method will require the user to claim the account at a later date by resetting the password. 

  • If the user will be Custodian-Only, create the account without an invite and turn on the “Custodian Only” switch

Enter User Information

• Each new user must have the following information entered into their account to be considered complete: 

  • Shipping Address

  • Commission Rate

If the User is a Distributor, Assign Sales Users

• Assign Sales Users to the distributor in the Assign Users section

Mark the User as Trained

• If the user has been trained on your products, mark them as “Trained” on their user detail page. 

  • NOTE: Any user must be marked as “Trained” before they may use their system account. 

Create User Directory Assignments

• Assign Physicians, Facilities, Manufacturers, and Products to your Sales and Distributor users for selection when creating an Event.

• If you are also creating new Facilities and Physicians, you’ll need to complete their setup and relevant assignments as well. Check out our New Customer Checklist to make sure you’re hitting all of the important steps!

Review User-Level Settings

• Review how your user is set up and what they are allowed to do. Should they be allowed to modify prices? Are they required to submit patient stickers to a case? These settings and more are all found on the User Detail page.