IntelliRep Users

You can create individual Intellirep members who can log in to the Jazz and Intellirep app.

After you create an Intellirep member, you can set permissions and control what parts of the admin each Intellirep member can access.

Add a IntelliRep User

Steps:

1. From your Jazz, go to Users Management > IntelliRep Users.
2. From the IntelliRep User page, click Add IntelliRep User.
3. Enter the basic information of user and password.
4. There is also Restrict to Assigned Customers toggle button, please view the purpose of this feature in our advance concepts section.
5. Save the intelliRep user by click on create button.

Edit a IntelliRep User

After you’ve created IntelliRep User, you can edit them to change their Email, First Name, Last Name, Password and External App id.

Steps:

1. From your Jazz, go to Users Management >  IntelliRep Users.
2. Choose the intelliRep user that you want to change and click on edit icon.
3. Modify the intelliRep user information.
4. Click Update.

View a IntelliRep User

You can view all information of your admin user from the IntelliRep Users page in the Jazz.

Steps:

1. From your Jazz, go to Users Management >  IntelliRep Users.
2. Choose the intelliRep user that you want to view and click on view icon.