When assigning Accounts to your sales reps, reps will only be able to access those customers and create Transactions and Activities on those Accounts only.
Assigning sales reps to Accounts is done in the Excel file you create to upload your Accounts to Pepperi.
It can also be done manually when creating a new user in the Settings -> Users.
Assignments to Accounts done manually in the Pepperi Web Admin (in Settings -> Users -> Manage Users) override any assignments in the Excel file. If you want only assignments made in the file to take effect then manually clear the assignments first by de-selecting all Accounts in the User's setup in the Pepperi Web Admin.
To load assignments using an Excel file:
Include a column in the file and map it to the "Sales Rep ID" field when uploading the file.
The column should contain the Sales Rep ID number of the sales rep assigned to this account.
The Sales Rep ID number is assigned to the sales rep when you create their user in Pepperi under the Settings -> Users section.
See this article for more information on users: Manage Users.
*IMPORTANT: when a User is created, they are assigned to ALL Accounts by default. If you require otherwise, de-select the "All Accounts" option on the User (as shown in the article above) and upload the permissions by following the instructions below. If you skip this step, no matter what permissions you load below, "All Accounts" will still be in effect.
You can assign multiple sales reps to the same Account by including additional columns in the Accounts Excel file.
For example if you wanted to assign one Account to 3 sales reps, the row in the Excel file of Accounts would look like this:
(NOTE: the account address, phone number, and other contact information columns are not included for the purposes of this example):
|Account ID||Account Name||SalesRepID1||SalesRepID2||SalesRepID3|
Once you have assigned multiple sales reps to the same Account, you may decide if you wish those sales reps to share their Transactions and/or Activities information or not by setting the permission.
To share Transactions amongst reps:
Go to the Settings -> Sales Activities -> Transaction Types
Select the Transaction type you are using for sales orders (or any other Transaction Type you want to share among reps).
Click edit on the transaction and go to the Settings Tab and select "Share Sales Transaction"
Sales reps assigned to the same Accounts will now be able to view each others' Sales Transactions.
To share Activities amongst reps:
You can do the same for other Activity types such as Visit Reports, Photos, and any custom activities you created, by following the instructions here: Creating Custom Activities.