How can I keep track of my users' business names in ConnectSx? 

Last Updated: May 2024

ConnectSx allows organization admins to manage users by their actual names, while also being able to record and keep track of who they work for (outside of just linking Sales and Distributor users together). To accomplish this, Admins can use the “Company” field in user detail screens for each user.

To add a Company to a user:

1. Log into the Console as an Admin

2. Navigate to the Users page of the User you want to enter the Company for (Must be a sales or distributor user)

3. Expand the section for Information (including contact info, training, and account type)

4. Enter the Company in the company field

5. Click Save

6. This is a static data field and does not affect any other users or data points in the account