You have the ability to link a salesperson to an entrée user account. This gives a salesperson a permanent, unique identity in the entrée system.

 

An entrée User Account carries an internal "User ID" value that is never changed regardless of how else the account is edited. The "User ID" value is never recycled after an account has been deleted.  A "User ID" allows a given salesperson to be consistently identified.  

 

Before you can use these Salesperson options you must create a new user account for each salesperson in the Security Management System (SMS).

 

To access SMS use menu path: System ribbon menu > Security Management...

Use these links for information about the Security Management System and SMS Adding New Users

 

•Once each salesperson has a User Account in Security Management System (SMS) you can proceed.

 

To define an entrée User Account as a "Sales Manager"

1. In User Account use the drop down arrow to find and select the salesperson's User Account.  

 

2. To define the Salesperson as a "Sales Manager"

 

▪Click the drop down menu button for Manager.

▪Find and select the salesperson's user account from the list.

 

3. Click OK to update the salesperson.