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Assignments Tables
This document addresses the four different levels of lead assignment within the application: Group/Org, Account Manager, Partner and Partner Rep.
The application has four levels of lead assignment: Group/Organization and Acct Mgr, Partner and Partner Rep.
For internal purposes a customer can setup a two level hierarchy by assigning an Acct Mgr to a particular Group/Organization such as a district, region or division. An Acct Mgr must belong to a Group/Organization and assignment is at the Acct Mgr level only.
For external purposes (or for an alternative internal purposes a customer can setup a two level hierarchy by assigning Partner Rep to a particular Partner. Partner Reps must belong to a Partner and assignment is at the Partner Rep level only.
[Note: User access at these assigned levels is controlled by the relationship of these tables to the user’s logon privileges. This will be covered in more detail under the Logon Management section of this document.
Partner
The Partner function is where you set up a Partner.
To add a new Partner Rep, in the pre-Oct 2012 version, go to the Administration function > Partners > Add Partner. In the Oct-2012 version, go to Administration > Company Hierarchy / Assignments > Add Partner.
Existing Partners can be edited or deleted from the Partner List screen. In the pre-Oct 2012 version, this can be reached via the Administration function > Partners. In the Oct-2012 version, go to Administration > Company Hierarchy / Assignments > View/Edit Partner. The Partner List screen looks like this:
The Partner edit screen contains data that can be collected about a Partner for user “informational” purposes. The Company field is the only required field. A Partner needs to be set up before creating and assigning Partner Reps.
If a user logon is restricted to the Partner assignment level then that logon must be set up as a Partner level logon and the first name and last name on that logon must exactly match the first name and last name of the Primary Contact on the Partner screen. This will be further explained in the Logon Management section of this document.
Below shows the detailed information that can be captured regarding an individual Partner:
Partner Rep
The Partner Rep function is where you set up a Partner Rep associated with a particular Partner.
To add a new Partner Rep, in the pre-Oct 2012 version, go to the Administration function > Partners > Add Partner Rep. In the Oct-2012 version, go to Administration > Company Hierarchy / Assignments > Add Partner Rep.
Existing Partner Reps can be edited or deleted from the Partner Rep List screen. In the pre-Oct 2012 version, this can be reached via the Administration function > Partner Reps. In the Oct-2012 version, go to Administration > Company Hierarchy / Assignments > View/Edit Partner Rep. The Partner Rep List screen looks like this:
The Partner Rep edit screen contains data that can be collected about a Partner Rep for user “informational” purposes. The Partner Rep first name and last name are required fields. A Partner Rep needs to be “linked” to a Partner via the Company field pull-down table. Partners need to be set up before creating associated Partner Reps.
If a user logon is restricted to the Partner Rep assignment level then that logon must be set up as a Partner Rep level logon and the first name and last name on that logon must exactly match the first name and last name of the Partner Rep screen. This will be further explained in the Logon Management section of this document.
Below shows the detailed information that can be captured regarding an individual Partner Rep:
Administer Group/Organization
The Administer Group/Organization function is where you set up an internal group or organizational level such as a region, division, district, etc.
To add a new Group, in the pre-Oct 2012 version, go to the Administration function > Groups > Add Group. In the Oct-2012 version, go to Administration > Company Hierarchy / Assignments > Add Group.
Existing Groups can be edited or deleted from the Group List screen. In the pre-Oct 2012 version, this can be reached via the Administration function > Groups. In the Oct-2012 version, go to Administration > Company Hierarchy / Assignments > View/Edit Groups. The Group List screen looks like this:
The Group edit screen contains data that can be collected about a Group for user “informational” purposes. The Group Name field is the only required field. A Group needs to be set up before creating and assigning Acct Mgrs.
If a user logon is restricted to the Group assignment level then that logon must be set up as a Partner level logon and the first name and last name on that logon must exactly match the first name and last name of the first name and last name fields on the Group screen. This will be further explained in the Logon Management section of this document.
Below shows the detailed information that can be captured regarding an individual Group:
Administer Account/Acct Mgr
The Administer Account/Acct Mgr function is where you set up an Acct Mgr associated with a particular Group.
To add a new Acct Mgr, in the pre-Oct 2012 version, go to the Administration function > Acct Mgrs > Add Acct Mgr. In the Oct-2012 version, go to Administration > Company Hierarchy / Assignments > Add Acct Mgr.
Existing Groups can be edited or deleted from the Group List screen. In the pre-Oct 2012 version, this can be reached via the Administration function > Acct Mgrs. In the Oct-2012 version, go to Administration > Company Hierarchy / Assignments > View/Edit Acct Mgr. The Acct Mgr List screen looks like this:
On the Acct Mgr List screen, new Acct Mgrs can be added via the Add Acct Mgr link. Existing Acct Mgrs can be edited or deleted via the using the edit and delete links.
The Acct Mgr edit screen contains data that can be collected about an Acct mgr for user “informational” purposes. The Acct Mgr first name and last name are required fields. An Acct Mgr needs to be “linked” to a Group via the Group field pull-down table. Groups need to be set up before creating associated Partner Reps.
If a user logon is restricted to the Acct Mgr assignment level then that logon must be set up as an Acct Mgr level logon and the first name and last name on that logon must exactly match the first name and last name of the Acct Mgr screen. This will be further explained in the Logon Management section of this document.
Below shows the detailed information that can be captured regarding an individual Acct Mgr:
