How do I add or manage my reps?

Written by Jade McCrainor

Updated over a week ago

Web Dashboard Access

In order to add a rep:

1. Select the 'Reps' button situated in the admin tab on the left-hand side of your screen.
2. Select the 'Add New Reps' button.
3. Select 'Add a New Rep', the first tab across the top.
4. Complete Rep Details form requiring information including name, email address, user group and login details.
5. Once the form is complete, select the ‘Add Rep’.

In order to bulk add reps:

1. Select the 'Reps' button situated in the admin tab on the left-hand side of your screen.
2. Select the 'Add New Reps' button.
3. Select 'Bulk Add Reps', the second tab across the top.
4. Enter the email addresses for the reps, entering one email address per line. If the Rep doesn't have a glistrr account already, they will receive an email inviting them to glistrr demo.
5. Select the 'Reps' button situated in the admin tab on the left-hand side of your screen.
6. Select the 'Add New Reps' button.
7. Using the drop down menu select 'User Group' and 'Position'.
8. Once complete select 'Add Reps'.

In order to add reps using a CSV file:

1. Select the 'Reps' button situated in the admin tab on the left-hand side of your screen.
2. Select the 'Add New Reps' button.
3. Select 'CSV File', the third tab across the top.
4. Complete the template provided (click 'here' to access the template) ensuring you leave the header row in.

In order to view and manage Reps:

• When the ‘Reps‘ button has been selected it will open a screen showing all available Reps.
• Editing can be done by clicking the 'Pencil' icon in the field relevant to that lister.
• Deleting is just as simple select the 'x' icon next to the relevant lister you wish to remove and click OK to confirm.

App Access

Note: In order to add or manage listers you must access the admin panel via the web dashboard.