1) To create a new account for a new member of your team (e.g.: a new sales rep.) go to menu
More > Vendor users.
2) Click the Add vendor user button.
3) Fill in the relevant user information and click Save.
Your colleague will receive an email asking him to login to LabOrders.
4) If the email have already been used in another account, a error message will appear ("User already exists").
Troubleshooting:
- The account you're trying to create may already exist in LabOrders but is currently disabled. To verify this, click Show disabled records.
- If the account is disabled, you can reactivate it by clicking the down arrow at the end of the user row and selecting Activate user. Note that only vendor users with Admin privileges have permission to perform this action.
5) You can assign privileges to the new account by selecting the appropriate items in the user table.
- Admin user - user that is granted all privileges. Admin users are able to add/remove other users, manage users's privileges, assign sales representatives, process orders, etc.
- Sales rep. - label Vendor users as Sales representatives, which are visible bu Lab users. In the "entities" menu you may assign a Sales rep. for each institution.
- View orders - allow an user to view and process existing orders at LabOrders.
- Submit quotations - allow a user to submit quotations, when requested by institutions (RfQs).
⚠ Note: If you would like to assign the Sales rep. to a particular institution, please see the information in this article How do I assign a sales rep. to an institution? .