Sometimes, when new users are added to the E-Catalog, customers are unable to find them. This is often due to forgetting to assign new users to a territory, which means they are excluded from most views.
We would be more than happy to assist you in adding new users! If you would like to contact us, please click the phone icon in the upper right corner of this webpage.
If you would like to fix this issue yourself, continue reading!
- Open the user management software by clicking Utilities > Settings. Then click Manage Users to open the E-Catalog User Management software.
- Open the territories management screen by clicking ‘Territories’ in the upper-left corner of the window, then ‘Manage Territories…’
- Assign users to territories by selecting territories from the dropdown boxes next to users.
You should be all set! With territories set, your newly added users should now be visible.
Please sign in to leave a comment.