How do I assign sales users to a distributor group?

Last Updated: May 2024

To set up a distributor group you must first create a distributor user. There may only be one distributor user in each distributor group. 

Add Sales Users to a Distributor:

1. As an admin, navigate to the Users screen in the console and click on the distributor user.

2. Scroll down to Assigned Users section and expand the row.

3. Search for the sales user you’d like to add and select them.

4. Click “Add User” and your user will be added.

5. If the sales user does not yet have a linked account, click on the “Invite” button to send an account invite.

To learn more about distributor permissions and organizational hierarchies in ConnectSx, check out this article.