The mySalesChain Administrative Manual is for the administrative user who maintains and configures the mySalesChain system.
Audience
The Administrative Manual Online Help is intended for administrative users with privileged permissions for accessing system configuration or other specialized functions. The topics provide background and procedures for the functions to be performed.
Organization
The online help Administrative Manual is organized into the following major sections. However, you may jump to any topic from the table of contents, the index, or from a link within another topic.
Chapter |
Description |
How to configure a user on the system. | |
How to set up the hierarchy tree. | |
How to create SRA rules and SRA categories. | |
How to manually reassign Sales Reps to accounts and how to run the automatic reassignment process. | |
How to prohibit a user from accessing the system. | |
How to configure the system when a user is replacing a former user. | |
How to add to or change the product items, manufacturers, and product categories of the product catalog. | |
How to create and change leases. |