Managing Reps

You can add new reps or edit existing reps’ data, e.g. to assign a different telephone profile or access rights.

To edit a rep’s data:

1. Select Settings () > Maintenance > Reps.

   

2. Click on the filters (Reps, Groups, Resources) in the search area to restrict the results to employees, groups or resources.
3. Select the desired record.

   You can edit contact data, settings, work hours and access rights. You can add a login and assign roles to reps, maintain the login centrally, assign additional tenants and define the expense budget available.

4. Save the record.