User Setup

Staff

InsideRep

The only individuals allowed to request New Users are Owners or Users with Admin designation

Admin

SalesRep

Manager

Owner

Menu options decrease based on the User Role, but they can be easily modified by your Admin

Scroll down and click on the "Next Activity" button to continue learning

To access your User Menu click on the All Menus button. Here you can see User Menu options available for you.

Separate slide - You can also add your shortcut menu

Admin

The only individuals allowed to request New Users are Owners or Users with Admin designation

Admin can be assigned to any User Category and should only be given to those individuals that the Owner wants to have access to make configuration changes to Repfabric

Staff

SalesReps

Manager

Owner

Admin has access to all User Menu options. Admin is the only one who can modify the User Menu options for all roles. Typically, there is one Admin in the system.

Owner has access to all User Menu options. Owner with Admin setting enabled has access to modify User Menu.

Manager has less User Menu options than Owner.

Sales Reps (Inside Reps, Outside Reps) can only see their own companies, contacts, opportunities and sales/commission numbers? based in the Sales Team they are assigned to.

Staff members do have entry process typically and have limited report views.

Menu options decrease based on the User Role, but they can be easily modified by your Admin

Start

The Basics on the Web Portal

You are about to start (watching) an interactive presentation. Please make sure to click on navigation buttons throghout the presentation to see all of the additional information hiding inside the buttons. Click "Start".

Start

The Basics on the Web Portal

You are about to start (watching) an interactive presentation. Please make sure to click on navigation buttons throghout the presentation to see all of the additional information hiding inside the buttons. Click "Start".