Start here – How to Add or Set-up a New User in Repfabric

• Fill out this new user form (MUST be Admin). It will ask for general information we will need to set up the user in the system (e.g. their email address so that we can set up and sync their email with Repfabric if applicable).  You can also fill out the form at the bottom of this page and email to Support@Repfabric.com and include “New User” in your ‘Subject’ line.

We will set up the user and respond with a confirmation email to you and the user. It will contain your next steps and login & training information for the new user. The admin will need to do the following for the new user:

• Check “User menu” tab in your new user’s settings in Repfabric.  Make sure they only have access to the menu appropriate for their job description.  For example, someone who works in accounting may need access to commissions info & reports, but a sales rep shouldn’t be able to see the commission information for the entire company, just the 2 menus that apply to sales reps.
• Check the “Contact Sync” tab and make sure there is a check mark next to all sales teams that the new user wants to “sync” with. These contacts will “push” down into their email contacts in Outlook/Gmail.
• Create a sales team (if applicable).  Add then to their own sales team as well as all your owners and managers.  That will give everyone on the new sales team access to companies, contacts, opps, etc. for this new sales person.  click here to read Setting up Sales Teams and What can my reps and staff members see?
• Add the user to ANY sales team where they will need to see companies, contacts, opportunities or alias commissions.
• If the new user is a salesperson replacing someone else or they will be taking over a few accounts from different sales teams.  Re-assign Sales Teams – What do the choices mean when I change a Sales Team?   and Learning.Repfabric.com- Change Sales Team on a Company Record (Individual).  Click here to read How to Change the Sales Team on Companies in Bulk. 
• If you need to “cherry pick” what companies are reassigned, or you want to use “Reimport” to assign a company a new sales team, click here to view “Using Update Selected vs. Reimport.”

* If additional, one-on-one help is needed, please email support@repfabric.com

This is a sample of the “Welcome new user..” letter they will receive.