Last Updated: June 2024
Regional managers are a particular type of role in ConnectSx. Regional Managers are essentially “Super Distributors” who will be able to be linked to Regions. This user can have Distributor and Sales users assigned to them by using the Regions feature.
Note: Regional managers cannot be inventory custodians. This role is similar to the admin in that the regional manager may impact inventory in the custody of sales and distributor users assigned to their region.
-
When an Admin create a Regional Manager, they must make sure to assign their Region(s) that they manage in the User detail screen. Note: You cannot assign a region to more than one regional manager.
-
A Regional Manager can ONLY see their own events, inventory in their custody AND inventory and events for users assigned TO THEIR REGION. To learn more about Regions, check out this article.
-
Regional Managers can invite sales or distributor users and take action on users assigned to their region.
-
Regional managers can create cases and transfers for their own account and those of users tied to their regions.
-
Regional managers can create directory records and modify directory records of the sales and distributor users tied to their regions.
