Deputy and Superior

Learn how to assign a deputy or a superior to a rep.

You can enter a deputy for each rep. The deputy can view activities, tasks and To-Do records belonging to this rep, despite logging on to Aurea CRM with their own login, >> Managing Appointments in the Aurea CRM win User Manual.

You can also enter a deputy for resources. In this case the deputy is the rep responsible for administrating the resource, see Adding Resources.

Each rep can also be assigned a superior, see Rep Hierarchy.

To assign a superior or deputy to a rep:

1. Switch to the desired record in the Rep info area.
2. Click on (Rep) in the Deputy or Superior field (select View > All Mask Fields from the menu).
3. Select the desired deputy or superior. Click OK.
4. Save the record.