Best practices for user accounts

Diagram legend

Use case 1

All Sales rep to sell all the available offer groups for a specific division. This scenario requires a single Sales Team and a single Team Members.

1. Create each user’s access (username/password) in the user section.

2. Create a default Sales Team that includes the specific division and all assigned Offer Groups. (When new Offer Groups are created, make sure they are assigned to this default Sales Team.)

3. Create a Team Members and assign all the users to this Team Members. Since they sell every Offer Group, make it the default Team Members.

Use case 2

A group of sales reps is to sell a promotional offer for a specific division. They belong to the same vendor organization as the first use case. This scenario requires a single Sales Team, but two Team Members.

1. Create the required user’s access (username/password) in the user section.

2. Since the group of sales reps is a part of the same vendor organization of the first use case, that Sales Team can be reused. Make sure all the promotional offer groups and the correct division is added to the first sales team if missing any.

3. Create a Team Members A and assign to it all the users expected to sell the promotional offers. Next, assign the division and promotional offer to Team Members A. Last, assign Team Members A to the Sales Team created in use case 1.

Use case 3

A group of sales reps is to sell one set of promotional offers and another group of sales reps to sell a different set of promotional offers. Both sets of offers are of the same division. Both groups of sales reps belong to the same vendor organization.

This scenario requires a single Sales Team, but two Team Members.

1. Create the required user’s access (username/password) in the user section.

2. Since they are a part of the same vendor group, create a single Sales Team, then assign the division and both promotional offers1 and promotional offer2 to that Sales Team.

3. Create Team Members A and assign to it all users selling promotional offers1. Next, assign the division and all the promotional offers1 to the Team Members A. Last, assign Team Members A to the single Sales Team.

4. Create Team Members B and assign to it all users selling the promotional offers2. Next, assign the division and all of the promotional offers2 to Team Members B. Last, assign Team Members B to the single Sales Team.

Use case 4

A group of sales reps is to sell one set of promotional offers and another group of sales reps is to sell the same set of promotional offers. Both sets of offers are of the same division. However, each group of sales reps belong to different vendor organization.

This scenario requires two Sales Teams and only a single Team Members.

1. Create the required user’s access (username/password) in the user section.

2. Since the reps are a part of two different vendor groups, create two Sales Teams. Assign the division and the promotional offer1 and promotional offer2 to Sales Team 1 and Sales Team 2 respectively.

3. Create a Team Members and assign to it all of the users selling both promotional offer1 and promotional offer2. Next, assign the division and both promotional offers1 and promotional offers2 to the Team Members. Last, assign the Team Members to both the Sales Teams.

Use case 5

A group of sales reps to sell two different sets of promotional offers. Both sets of offers are of the same division, but the group of reps belongs to different vendor organizations.

This scenario requires two Sales Teams, but only a single Team Members since it is the same group of reps.

1. Create the required user’s access (username/password) in the user section.

2. Since the reps are part of two different vendor organizations, create two Sales Teams. Assign the division and promotional offer1 to Sales Team 1. Similarly, assign the division and promotional offer2 to Sales Team 2.

3. Create a single Team Members and assign to it all of the users selling both promotional offer1 and promotional offer2. Assign the Team Members to both of the Sales Teams.

4. Set the Team Members as default so that all of the Offer Groups are assigned from both the Sales Teams.

Use case 6

A group of sales reps is to sell one set of promotional offers for a division and another group of sales reps is to sell different promotional offers for a different division. Both groups of reps belong to the same vendor organization.

This scenario requires a single Sales Team, but two Team Members.

1. Create the required user’s access (username/password) in the user section.

2. Since the reps are part of the same vendor organization, create a Sales Team. Assign both divisions and promotional offer1 and promotional offer2 to the Sales Team.

3. Create Team Members A and assign to it all of the users selling promotional offer1. Next, assign the first division and the promotional offers1 to Team Members A. Last, assign Team Members A to the single Sales Team.

4. Create Team Members B and assign to it all of the users selling promotional offer2. Next, assign the second division and promotional offer2 to Team Members B. Last, assign Team Members B to the single Sales Team.