How do I set up a new user? 

Follow this checklist to make sure all of your new users are set up for success and ready to start doing business: 

• Create the new user
• Enter user information
• Assign sales users (if creating a distributor)
• Mark User as Trained
• Create Directory Assignments
• Review User Level Settings

What information do you need before creating a new user?

1. Email Address: They will use this to log in. Once an email address is used it cannot be changed or reused. Make sure this is entered correctly the first time. 
2. Role: What will their role be? This cannot be changed after it is set, so please make sure it is correct. Have questions? Reach out to us: support@connectsx.com
3. Distributorship Decisions: If this is a distributorship, who holds the distributor account? The principal or the office manager? Answer the question: who will need to see all of the cases for the distributorship? 
4. Facility Assignments: Which Facilities will they do cases at? Assigning these ensures they have the permissions they need to enter cases, otherwise they will not be able to do what they need to. 
5. Physician Assignments: Which Physicians do they sell to? Assigning these ensures they have the permissions they need to enter cases, otherwise they will not be able to do what they need to. 
6. Ship-To Address: Where will their shipments be sent? This is a critical piece of information when scheduling shipments and making transfers.

Create the New User

• Create the new user account using one of the following options:

  • Invite them via email to claim their account

  • Create the account without inviting the user

    • This method will require the user to claim the account at a later date by resetting the password. 

  • If the user will be Custodian-Only, create the account without an invite and turn on the “Custodian Only” switch

Enter User Information

• Each new user must have the following additional information entered into their account to be considered complete:

  • Shipping Address

  • Commission Rate

If the User is a Distributor, Assign Sales Users

• Assign Sales Users to the distributor in the Assign Users section

Mark the User as Trained

• If the user has been trained on your products, mark them as “Trained” on their user detail page.

  • NOTE: Any user must be marked as “Trained” before they may use their system account. 

Create User Directory Assignments

• Assign Physicians, Facilities, Manufacturers, and Products to your Sales and Distributor users for selection when creating an Event.

• If you are also creating new Facilities and Physicians, you’ll need to complete their setup and relevant assignments as well. Check out our New Customer Checklist to make sure you’re hitting all of the important steps!

Review User-Level Settings

• Review how your user is set up and what they are allowed to do. Should they be allowed to modify prices? Are they required to submit patient stickers to a case? These settings and more are all found on the User Detail page.