Concepts

Please provide us with an excel spreadsheet consisting of your Users. Please keep the following concepts in mind when providing us with this list.

  • Users are associated with Roles, which you have already specified in your Requirements document earlier. The User’s data access rules are controlled by the Scoping Rule specified for that Role.
  • Users are associated with Regions, which you have also already specified in your Requirements document earlier. Note that Users can be associated with leaf level Regions or Super Regions. For example, Reps and RSMs will be associated with leaf level regions, while RSD and Marketing/Sales Executives will be associated with high level super regions.
  • Users are associated with Accounts, which can be either the Host Company if they are work for your Company, one of your Business units, or your Reps and Distributors.

Please provide us with the login name, desired initial password and email address for each user as well. Note that it is your responsibility to get each user to change their password upon initial login.