Using Client Reps

Client Reps are specially permissioned administrative users who, when logged in, have access to all or some specific administrative functions. There are several different types of Client Rep users, each with unique administrative privileges.

• Banker: access is to company list only
• Sales Rep: Sales Reps are automatically listed (alphabetically by first name) in the Contact drop-down on the registration form.
  • When a registrant selects a sales rep from the contact list, that sales rep user is automatically sent an email notification (if you have entered an email address for the Sales Rep on the Add Client Rep form).
  • If you have created a username/password for the sales reps, their access is limited to the list of attendees who selected this user from the Contact drop-down on the registration form.
  • By default, Sales Reps can only view 1x1 requests/rankings. If you want Sales Reps to have update rights, you can request Client Support to customize your setup.
• 1x1 Coordinator: access is to the 1x1 scheduling functions only
• Marketing: access is to the invitees and attendee list
• Client: access is to the attendee list only
• AV: access is to the list of the company uploads only
• Analyst: access is to the company list only
• Event Administrator: full administrator privileges, except creating new client reps
• Non Active - allows you to turn off access to this client rep user

Add Client Rep

To Add a Client Rep:

1. Enter the Client Rep's full name. This is a required field.
2. Enter their email address
3. Enter a unique Username for them to access your event
4. Enter a unique Password for their account
5. Select the Client Rep type. This is a required field.

Note: Client Reps have access to all of your firm's events. To limit access by a specific rep to a given event edit the client rep record in that event, select 'y' to deny access to this event.

Edit Client Rep

From the Client Rep screen you can change Client Rep information by selecting 'edit' on the line of the Client Rep Name. Edit Client Rep allows you to change Client Representative settings.

To edit Client Rep information:

• You may change any of the following fields: Name, Email, Username, Password, Type
• You can also deny or allow access to a particular event. The default is 'No'. To deny access select 'Yes'. You may want to do this when you want to limit Client Rep access to specific events.
• When you are finished entering your changes select 'Save'

Note: There is no ability to delete a Client Rep. You must use the Deny Access field to remove a Client Rep from a single event. Non-active turns off access to ALL events.