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Open the Administrator program
Corporate Division > Drop Down List Setup > click “Salespeople”
On the right side, hit “New”, fill in the name (under List It), select your Corporate Division (if not already on right hand box) + Sales Division (if applicable) and select “Save”
Once added, select the salesperson and configure the remainder of the information to accordingly on the right panel. You can also do this in each user record in the , navigate to User Rights Profile, find salesperson in Active Users and select Salesperson / Manager / Action Item Configuration. You will want Check “Manage” to ensure any users who need report access to the new Salespersons information in reports that they “manage” the salesperson.
