***ONLY USERS WITH ADMIN ACCESS WILL BE ABLE TO COMPLETE THE STEPS BELOW
***THE VIDEO BELOW PROVIDES INSTRUCTIONS FOR CREATING A USER RECORD FOR A SIMPLE SALES REP (IBO). TO CREATE A USER RECORD FOR A TECHNICIAN, FOLLOW THE SAME STEPS, BUT WITH THESE TWO IMPORTANT EXCEPTIONS: 1) IN THE 'ASSIGNED USER GROUPS' TAB, CHOOSE 'TECHNICIAN' INSTEAD OF 'IBO' AS THE USER GROUP. 2) IN THE 'FASTGEM' TAB, AFTER TOGGLING THE 'CREATE REP RECORD AS WELL' OPTION TO 'YES,' INSTEAD OF CHOOSING 'REP' AS THE NEW REP TYPE, CHOOSE 'TECHNICIAN' INSTEAD. (THE OPTIONS IN THE REP TYPE DROPDOWN MAY BE DIFFERENT FOR YOU, DEPENDING ON YOUR INSTANCE'S CUSTOMIZATION. IF YOU ARE UNSURE WHICH TYPE TO CHOOSE, PLEASE CONTACT YOUR SUPERVISOR OR FASTGEM SUPPORT.)
***NOTE: UNLIKE IBOS, TECHNICIANS CAN BE INTERNAL USERS, TOO. THEY CAN ALSO BE IBOS.
***WHEN ONBOARDING USERS WHO NEED SPECIFIC OR ADVANCED PERMISSIONS, PLEASE ALSO CONSULT THE HELP ARTICLES "SETTING PERMISSIONS FOR USERS" AND "ASSIGNED USER GROUP DEFINITIONS."
***WHEN ONBOARDING USERS WHO ARE TEAM LEADERS, PLEASE ALSO CONSULT THE HELP ARTICLE "HOW TO ASSIGN REPS/TECHS TO A TEAM LEADER."
***Note: As in the above video, toggling the "Create Rep Record As Well" option to "Yes" in the "FastGem" tab is almost always the correct step. HOWEVER, in rare cases, a rep record will have already been created without a FastGem user account. If you are creating a FastGem user account for someone who already has a rep record in FastGem, then, in the "FastGem" tab, you should toggle the "Create Rep Record As Well" option to "No" instead of "Yes." In addition, be sure to select the name of the rep/tech you are creating a user account for in the 'ME' dropdown, pictured below:
This will link the new user record to the rep/tech record which already exists.