• Creating a Driver

  Creating a Driver Click the settings icon located in the top right, and select "Employees' from the drop-down menu. Tap the 'Create' button, and enter all required information. To complete the action, click 'Create'.Some readers

• User view permissions

  View Permissions allows you to control what your Sales Reps and/or Account Reps can see within the platform. This security permission restricts these employees to have view access to only what they 'own' from the business record and out. All These users can see all records that they have top-level permissions to see. Not restricting the user by Account or Sales rep. View Permission Enabled Sales Rep Where the user is assigned as the sales rep on the customer record Account Rep WhFew readers