Approving a New User (Admin)
When a new user creates an account, you will receive an email notification that a new account has requested access.
First, Go to the Admin tab in RepSpark and click on “Manage Users”.
Next, you will see MEMBERS, GUESTS, AND UN-APPROVED on the top right. Start with the UN-APPROVED area to find the requested user. Once you find the user, you can fill out their profile information and Activate their user account. If you only Activate their account, they will fall into the Guest Role where you then will have to update their Profile information.
CLICK HERE TO VIEW A QUICK VIDEO FROM WHEN A USER REQUESTS ACCESS TO WHEN THE ADMIN COMPLETES THE APPROVAL AND THE NEW USER BECOMES A MEMBER OF YOUR SITE.
HERE ARE A LIST OF THE ROLES AND A SHORT DESCRIPTION OF THEM.
Sales Reps: Sales reps will have the role of SalesPerson and OrderEntry. This will lock the Rep to only have access to accounts that are assigned to their rep code. (Their profile must also be tied to their rep code.)
B2B Customers: B2B customers will have the role of Customer and OrderEntry. This role will lock the account to only have access to the account. (Their profile must also be tied to their rep code and account #.)
Managers/Customer Service: Managers and Customer Service Reps will have the role of Manger or Customer Service Rep and OrderEntry. Managers and Customer Service will have access to all reps and all account information unless they are tied to a rep in their profile.
Admin: Admins will have the role of Administrator and OrderEntry. Admins will have access to manage users, add documents to the Docs and Marketing tabs and well as running syncs, checking images and flushing the site cache.
Once you have approved the account, the user will receive a confirmation email.