Users
This category covers how to create and manage your users.
- How can I keep track of my users' business names in ConnectSx?
- How do I set up a new user?
- How can I view my users' activity?
- What do I do if I need to change a user's role?
- What is a regional manager user?
- How can I be a part of multiple organizations in ConnectSx?
- What is the relationship between regional managers, distributors, and sales users in ConnectSx?
- How can I add users to my organization without sending email invitations?
- How do I let a distributor share inventory among the reps in their group?
- How do I assign directory records to my users so they can use them?
- How do I create and manage my users? (Admins)
- How do I set up commission rates for my distributors and sales users? (Admins)
- How do I assign sales users to a distributor group?
- How do I create inventory custodians who will not be Beacon Users? (custodian-only users)