Assign Call Cycle User Rights

After users have been created, they must be linked to Management, Reps, HR, and so on. This assigns the correct user rights to the people in charge.

Getting Started

In the User Search and Filter field, type the first name of the manager the new users should be assigned to.
Select all the relevant rights on the left side of the page (e.g. select all fields for Management).
Select the double arrow to move all available users to the Selected Users window.
Select Master Admin in the Selected Users window and click the single arrow to move it back to Available Users (see the caution below).
Select Save (green button, bottom left).

In the User Search and Filter field, type the first name of the applicable rep.
Select all the relevant rights on the left side of the page (e.g. limited rights for a rep).
In the Filter by User Tag bar (middle top of the page), type the rep’s name — where the rep’s name has been assigned as tags to the merchandisers.
Applicable users are highlighted in grey in the Available Users window. Select the single arrow to move them to Selected Users.
In the Search Users bar (middle top), type the rep’s name again.
The rep’s name is highlighted in grey in Available Users. Select the single arrow to move it to Selected Users.
Alternatively, scroll to find the rep’s name in Available Users and move it across with the single arrow.
Select Save each time after assigning rights and users to a person.