Configure users, sales teams, and team members

Overview and goal

The goal of this guide is to show you how to configure the various user accounts in the Solicitor application:

Users is a fundamental account type. There are various types of user accounts, each with their own roles and permissions. View the Roles and Permissions Matrix for extensive definition.

Sales Teams consist of either one or more Team Members. The purpose of a Sales Team is give Team Members the ability to sell Offer Groups.

Team Members consist of either one or more Users and must be a part of a Sales Team.

As an admin, you must create your accounts in this order:

1. Users

2. Sales Teams

3. Team Members

This order is important because when you attempt to create Team Members, you must also assign them to a Sales Team (and therefore already have a Sales Team created).

Team Members can only sell the Offer Groups associated with their Sales Team. You can create multiple Team Members, both part of the same Sales Team, but each with distinct Offer Groups.

Diagram

This diagram shows the general relationship between users, team members, and sales teams.

An example

Let's say there exists five Offer Groups, one Sales Teams, three Team Members, and many Users. In this scenario, out of the five total Offer Groups, the Sales Team only has collective access to OG1, OG2, and OG3 (OG4 and OG5 are used in a Sales Team not discussed here).

Team Members 1 is part of the Sales Team, but only has access to OG1 and OG2, whereas Team Members 2 is part of the same Sales Team, but only has access to OG2 and OG3. In this scenario, Users will only have access to the Offer Groups that there Team Members group has access to, even if the Sales Team is associated with more Offer Groups.

However, Team Members 3 is designated as default, which means all of the associated Users will have access to all of the Offer Groups at the Sales Team level.

This example is visualized below as a spread sheet:

The Sales Teams best practices document provides examples for six use cases. Check it out to learn more.

Before you start

Make sure you meet the following pre-requisites before starting the tutorial steps:

• Ensure the default Sales Teams for the platforms Kiosk (LTE) and SubconAdmin have been created

• Have admin privileges in your Solicitor account

Create a user

In this section, you will learn how to create a general user.

Create a user:

1. Select the admin menu in the Solicitor dashboard, then choose users. A list of Solicitor users will display.

2. Select the + new button. A creation window will appear.

3. Enter a user name, as well as an email address and password. User names must not contain special characters.

4. Select the role box then double-click or drag to add a role. Role types are defined roles and permissions matrix. Only one role can be selected.
5. Select save.

Create a sales team

To create a sales team:

1. Select the teams menu in the Solicitor dashboard, then choose sales team. A list of sales teams will display.

2. Select the + new button. A creation window will appear.

3. Enter a name for the sales team (typically the vendor's name), then select the platform the team will be using.

4. Select the divisions box, then double-click or drag to add divisions the team will use.

5. Select the Offer Groups box, then double-click or drag to add Offer Groups the team will use.

6. (Optionally, if you've already created team members, you can add them to the team by selecting the team members box.)

7. Fill in any contact or bank account information and select save.

Create a team member

To create a team member:

1. Select the teams menu in the Solicitor dashboard, then choose team members. A list of team members will display.

2. Select the + new button. A creation window will appear.

3. Enter a name for the team member.

4. Select the team member box, then double-click or drag to add teams the member will be a part of.

5. Select the divisions and Offer Groups boxes, then double-click or drag to add divisions and Offer Groups the team member will use.

6. Select the users box, then double-click or drag the user to associate the user and team member hierarchies.

7. Select save.

What you've learned

Congratulations! You've created various types of users. To recap, you've learned about users, sales team, and team members, as well as how the three relate to each other.

Note: Currently, Naviga sends the following information to NCS Circ when new Subscription Purchases are made on either the CSR portal or Mobile LTE:

1. Source set at the offer group.

2. Team member name as the sub source

3. Delivery method set at the offer group.

4. Billing method set at the offer group.

5. Reason code set at the offer group.

6. Rate code set at the offer group.

If any client wants reporting on specific fields such as kiosk username, offer group name, etc., the data is available in the Subscribe database and can be leveraged as needed.