Admin

Add a New Rep
1. Click staff icon on the left menu
2. Click ADD button on the top right.
3. Enter Mobile Number
4. Enter First Name
5. Enter Last Name
6. Select list and team by clicking the appropriate toggles (defaults if only one list and team).
7. Input the required data (ID or Email) to map CRM integration under the Integration section (if applicable)
8. Click SAVE
Add a New Finance Rep
1. Click staff icon on the left menu
2. Click ADD button on the top of the page
3. Enter Mobile Number
4. Enter First Name
5. Enter Last Name
6. Leave the Role on the pre-selected Rep
7. Find the finance list and team and click the appropriate toggles to ON.
8. Toggle the view to ON for the Sales list if the finance rep should be able to see sales list.
9. Click Save
10. Once back on staff page Search for the user just added
11. Click on the name
12. Click on Permissions
13. In Middle column under Rep – turn ON Rep Browser Access and Waiting List Visibility
14. Click save
Add a New Manager
1. Click staff icon on the left menu
2. Click ADD button on the top right.
3. Enter Mobile Number
4. Enter First Name
5. Enter Last Name
6. Enter Title
7. Enter Email Address
8. Select the Manager for the role
9. Click SAVE
10. Default manager permissions will be set automatically.
Deactivate a User
1. Click staff icon on the left menu
2. Click on the name of the person to be deactivated.
3. Click on dropdown on right side of save button.
4. Click DEACTIVATE
Add a former user
1. Click staff icon on the left menu
2. Click Dropdown on Add button on top right of page.
3. Click inactive
4. Search to find user –
5. Click on Name
6. Confirm the proper list and team by clicking the appropriate toggles.
7. Click Activate