WHEN ONBOARDING USERS IN FRONT END FASTGEM:

 *Note: Team Leaders can be assigned to other Team Leaders. Overrides/Downline Overrides will be calculated accordingly.

Login to FastGem and find the "Create User" Option (This may be named something slightly different or be in a different location than pictured below, depending on your instance's customization):

After entering your new user information, click the "Report To (optional)" dropdown to choose a team leader for the user you are onboarding. (In this example, we are choosing "Abby Test" as a team leader for "TEST REP.")

 

 

Enter the rest of the new user information. Don't forget to click "Create User" when you've finished entering all relevant information!

 (For more information on onboarding users in front end, please see help article "Onboarding Users/Reps/Techs from Front End." 

 

 

WHEN EDITING USERS IN FRONT END FASTGEM:

 

Navigate to your Rep/Tech Profiles page:

 

 

Click to edit the profile of the rep/tech whom you want to be the LEAD rep/tech. 

If you are assigning Reps, enter the name of the rep whom you want to report to the rep whose profile you are editing into the 'Viewable Sales Reps' box. In this example, Chance Bacon, Daniel Doe, and Krista Lambert already report to Abby Test:

 

If you are assigning Techs, enter the name of the tech whom you want to report to the tech whose profile you are editing into the 'Technicians' box rather than the 'Viewable Sales Reps' box:

 

 

 

Note: Reps who are not users must be on the bottom tier of their team. You cannot assign reps to other reps who are not users.

 

 

WHEN ONBOARDING/EDITING USERS IN ADMIN (Method 1 of 2):

(Use these steps to assign reps/techs a team leader when onboarding users in Admin (Back end), AND/OR when editing hierarchy for users who have already been created)

*YOU MUST HAVE ADMIN ACCESS PRIVILEGES AND MANAGE USER PERMISSIONS IN FASTGEM TO COMPLETE THE STEPS IN THE FOLLOWING VIDEO. 

NOTE: THE ABOVE VIDEO APPLIES TO ASSIGNING TECHS TO LEAD TECHS AS WELL, WITH ONE IMPORTANT DIFFERENCE: IN THE FASTGEM TAB, RATHER THAN ENTERING THE NAME OF THE TECH YOU ARE ASSIGNING IN THE 'VIEWABLE SALES REPS' BOX, YOU SHOULD ENTER THAT NAME IN THE 'TECHNICIANS' BOX, INSTEAD. TECHNICIANS ENTERED IN THE 'TECHNICIANS' BOX IN THE FASTGEM TAB WILL REPORT TO THE USER WHOSE RECORD YOU ARE EDITING. 

 

 

WHEN ONBOARDING/EDITING USERS IN ADMIN (Method 2 of 2):

(Use these steps to assign reps/techs a team leader when onboarding users in Admin (Back end), AND/OR when editing hierarchy for users who have already been created)

As in the video above, login to the Admin pages (back end) of your FastGem instance and navigate to Users>Manage. However, rather than clicking on the rep or tech whom you want to be the team leader in this case, click on the rep or tech whom you wish to assign to another user. As in the video above, navigate to the FastGem tab within their record. Then, select the name of the leader of the user whom you are editing in the 'Reporting to User' dropdown. 

Save the record. The Report To User Chain in the blue box should update to reflect. 

 

 

 

Note: If you are having problems selecting the names of the users you want to assign/assign-to because the names you need are not appearing in the selection drop down, please see help article 'Problem: User Name not Appearing in Front End, Not Appearing in Rep/Tech List for Assignment.'