The Partner Rep function is where you set up a Partner Rep associated with a particular Partner. This can be reached via the Administration function in the top banner of the application. The following is the detail on the Partner Rep page:
New Partner Reps can be added via the Add Partner Rep tab or via the Import tab. Existing Partner Reps can be edited or deleted via the Partner Rep List page.
The Partner Rep edit page contains data that can be collected about a Partner Rep for user “informational” purposes. The Partner Rep first name and last name are required fields. A Partner Rep needs to be “linked” to a Partner via the Company field pull-down table. Partners need to be set up before creating associated Partner Reps.
If a user logon is restricted to the Partner Rep assignment level, then that logon must be set up as a Partner Rep level logon and the first name and last name on that logon must exactly match the first name and last name of the Partner Rep page. This will be further explained in the Logon Management section of this document.
Until this page indicates ‘Has Logon’ equals ‘Yes’ this user will not be able to see assigned accounts.
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