Manage Sales Team Members
To manage members of your Company, your login account must be assigned to one of the following roles:
- Super Administrator
- Administrator
- User Manager
1. Add member
Step 1: Access My Tasks > General Management > Members
Step 2: Tap on + Add Current Members to add a member to your Company. Note: You can add only the members who registered an account on ATALINK already.
Step 3: On the Add Current Members screen, search a user name and then tap on the icon + next to that user name
Note: Only users registered on ATALINK can be found.
Step 4: Assign a Role. There are 5 roles for members to use Sales Management. Depending on the role, the view and action will be different.
- Boss
- Sales Administrator
- Sales Manager > Level
- Sales Person
Step 5: Select Title, Member since for that user. Then tap on the Add member button to finish adding the new member to your Company.
Note: The added user has to accept your request to be able to access ATALINK functions according to the assigned role.
2. Approve a Pending Request from Member
Step 1: Access My Tasks > General Management > Members
Step 2: On the Members screen, you can approve a request at the Pending Requests section
Step 3: Assign a Role for that user
- Boss
- Sales Administrator
- Sales Manager > Level
- Sales Person
Step 4: Tap on the Save button to finish the approval.