Creating New Team Members
To create a new team member, go to the Party Manager ("Parties and Users" on the main sign-in page). Click on [Create], then "Create a new person" to create a person. You only need to enter first and last name. Then click on [Role(s)] and add one of the following roles with the new person:
- Account Manager
- Account Rep
- Customer Service Rep
The click on [Profile] again. Under the "Username(s)" section click on [Create new] to create a userlogin and password for your new team member.
After creating the username and password, click on [Security Groups] next to the new username. You will now need to assign one of the following security permissions to the team member's username:
- CSR
- CSR_B2C
- SALES_MANAGER
- SALES_REP
- SALES_REP_LIMITED
- SALES_REP_TRAINEE
- CRMSFA_TASKS_ONLY
- CRMSFA_CONTACT_TASKS
These permissions will control which tabs the username can access. Note that the same team member could have multiple usernames with different levels of access.
You can also use the party manager's profile screen to manage address and contact information for your team mebers.
Finally, you must add your team member to an account team using the View Team Screen. IMPORTANT: A team member must belong to at least one team to be active in the find team member screens.
