Topic overview
This document describes the procedures for creating a user as sales representative in the System cockpit application.
Creating a new user
Preconditions
You require administrative authorizations to carry out this step.
Instructions
- Open the System cockpit
- Select the User
- Click [New] on the standard toolbar. The system displays fields to enter a user.
- Enter an identification for the new user.
- Enter a description in the Description
- Enter the complete full name and e-mail address under the Editor
- Click on [Save] in the standard toolbar.
Information on individual fields can be found in the document System Cockpit, User Category.
Assigning a user to a system
Preconditions
You require administrative authorizations to carry out this step.
Instructions
- Open the System cockpit
- Select the System
- In the Name field, select the system you want to assign to the new user.
- Switch to the lower tab User assignments.
A table displays all users currently assigned to the system. - Select the [New] button in the User assignments
This adds a new empty row to the table. - Enter the user’s identification in the table’s User
- Select the Employee setting for an internal sales representative or Business partner setting for an external sales representative in the License type field of the table rows.
- Select Full access setting in the Access mode field in the table rows.
- Click on [Save] in the standard toolbar.
Information on individual fields can be found in the document System Cockpit, System Category.
Creating a partner as representative
Preconditions
You must be assigned to the relevant organizations for this procedure.
Instructions
- Open the Partners application in the Base
- Click on [New person] option in the standard toolbar under [New] button.
- Specify the identification of the new partner in the Partner
- Click the diamond-shaped button ([Additional data]) next to the Name field and enter the name of the sales representative.
- In the Organization responsible field, select the organization for which the sales representative must work.
- Activate the Sales representative function in the General
- Click on [Save] in the standard toolbar.
Information on individual fields can be found in the article Partners.
Assigning a representative to a sales organization
Instructions
- Open the Sales representative logon authorizations
- Click [New] on the standard toolbar.
The system displays a new row in the work pane table. - Place the cursor in the Sales representative field in the new table row and enter the new representative’s identification.
- Switch to Sales organization responsible field and enter the sales organization’s identification there.
- Click on [Save] in the standard toolbar.
Information on individual fields can be found in the document Sales Representative Logon Authorizations.
Assigning a user with license type Business partner to the sales representative
- Open the Partners application in the Base
- Enter the sales representative’s identification here, if required.
- Click [Refresh] on the standard toolbar.
The system displays the representative in the work pane. - Place the cursor in the Organization responsible Enter in this field the identification of the organizations for which the representative is to be authorized.
- Switch to the User account
- Click on [New] on the standard toolbar of the User account
This adds a new row to the work pane table. - Enter the identification of the user of Business parnter type just created in the User field of the new table row.
- Click on [Save] in the standard toolbar.
Assigning a user with license type Employee to the sales representative
- Open the Partners application in the Base
- Enter the sales representative’s identification here, if required.
- Click [Refresh] on the standard toolbar.
The system displays the representative in the work pane. - Place the cursor in the Organization responsible Enter in this field the identification of the organizations for which the representative is to be authorized.
- Switch to the User account
- Click on [New] on the standard toolbar of the User account
This adds a new row to the work pane table. - Enter the identification of the user of Employee type just created in the User field of the new table row.
- Click on [Save] in the standard toolbar.