How to Add Custom Roles from the “Manage Customers” Page
1. Navigate to Customers > Manage Customers.
2. Select the account you'd like to update by clicking anywhere in their details box, or click the menu icon (⋮) and select Edit Details.
3. In User Setup under the General tab, confirm the Switch to Company toggle is turned on.
Note: This action can NOT be reversed once saved.
4. You've successfully switched the account to a company when the Representatives tab appears next to General Settings in User Setup.
5. Click the Representatives tab and select Add Representative.
6. Enter the representative's full name, phone number, title, and email.
7. Select the Role dropdown menu and click Create New Role.
8. You will then be redirected to the Create Role page, where you can customize the title and select the applicable email templates to be sent to the role. Once all the necessary email templates have been selected, scroll to the bottom of the page and click Save.
9. Once this role has been added, it will appear under Customers > Representative Roles.
How to Add Custom Roles from the “Representatives Roles” Page
1. Go to Customers > Representative Roles > Add New Role
2. In the Create Role page, you can customize the title and select email templates to be sent to the role.
3. Once all necessary email templates have been selected, scroll to the bottom of the page and click Save.