Adding Territory Managers - Existing Team Member

It is easy to edit an existing user and make them Territory Manager.

Please note that you will need to have Admin rights to perform the below actions. If you do not have Admin rights, you will need to contact the relevant person in your company.

To edit a Team Member, click through to the Team Menu (refer to article Accessing Teams), then click on the relevant Team Member’s name. Remember, you can use the Search box to help find a Member.

In this screen, you can see a range of information specific to this Team Member including when they last signed in.

To edit the Team Member, click on “+Edit” in the top right corner of the screen.

To change this user to being a Territory Manager, you will need to amend the user's profile as follows:

Select type: Select role type: Manager

Territory Manager: click on the check box so a tick appears

Click on “Save” at the bottom of the page.

 

 

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