Assign Permission Set to a Rep

1. For the desired member, click the Reps tab.
2. Select the desired rep.
3. Scroll to the bottom of the screen and open the “Login Permissions for …” area.

   

4. The system will default to an inherited permission set, if needed, click the Change Set button to update the rep's permission set. See Understanding Permission Sets for further information on permission sets. 
5. Click Save.

Change a Rep's Permission Set

1. For the desired member, click the Reps tab.
2. Select the desired rep.
3. Scroll to the bottom of the screen and open the “Login Permissions for …” area.

   

4. Click the Change Set button to update the rep's permission set. See Understanding Permission Sets for further information on permission sets. 
5. Click Save.