Regional managers are a particular type of role in ConnectSx. Regional Managers are essentially “Super Distributors” who are able to be linked to Regions. Regional Managers oversee particular Regions that you define in your settings and have purview over distributors and sales users in these 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.
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When an Admin creates 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.
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A Regional Manager can ONLY see inventory and events for users assigned TO THEIR REGION. Regional managers may not create inventory. To learn more about Regions, check out this article.
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Regional Managers can invite sales or distributor users and take action on users assigned to their region.
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Regional managers can create cases and transfers and assign them to users tied to their regions.
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Regional managers can create directory records (including Preference Cards) and modify directory records of the sales and distributor users tied to their regions.
- Regional managers may also pull Inventory and Sales reports for the activity of their linked users.
