Representatives
- How to manage your representatives with custom attributes
- How to delete or edit custom representative attributes
- How to create custom attributes for representatives
- How to restrict rep access to places
- How to enable your Reps to send emails directly from their mobile app
- How to edit the Time and Mileage reports from the web portal
- How to allow your reps to edit their own Schedules
- How to assign reps to specific places
- How to deactivate representatives
- How to assign reps to Places
- How to assign Reps to territories
- Unhandled application error
- How to enable your reps to reset their password from the mobile app
- How to import or export representatives
- How to give back-office access to a representative
- How to Create a New Representative or import multiple reps
- How to activate your representatives