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:

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.

The matrix below defines the permissions of each user role available in Solicitor.

The amount of permissions decreases from left to right. A Kiosk Admin has more permissions than a Kiosk User, and a Marketing Admin has more permissions than a Power User, who has more permissions than a Limited User.

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.