Adding Reps/Users
First Step : Configure your company
Go to Admin and you will see 'Company Structure'
Hierarchy follows as in order on your screen.
Division
Region
Office
A "Default Division/Region/Office" will be automatically created. You can add new or rename existing.
Second Step: Adding reps
Will be back on the main admin page under user management.
Under 'User Management' section click on 'User management'
This is where you can manage existing users or add new.
Click on the red '+' button to add new user
Here you will enter all required information and click 'save'
Be sure to assign the right user and permission types.
For managers this will give them access to see information at the highest level of hierarchy assigned.
For reps, this will allow their managers to see their work.
This will auto generate them a password and email them login instructions.
