Add a New Finance Rep

  1. Click staff icon on the left menu
  2. Click ADD button on the top of the page
  3. Enter Mobile Number
  4. Enter First Name
  5. Enter Last Name
  6. Leave the Role on the pre-selected Rep
  7. Find the finance list and team and click the appropriate toggles to ON.
  8. Toggle the view to ON for the Sales list if the finance rep should be able to see sales list.
  9. Click Save
  10. Once back on staff page Search for the user just added
  11. Click on the name
  12. Click on Permissions
  13. In Middle column under Rep – turn ON Rep Browser Access and Waiting List Visibility
  14. Click save

Contact Support

888.982.8891

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SAT: 7AM to 3PM PST