Sales Agencies that have access to the MarketTime Pro (mtPro) app can manage or request their MarketTime Pro licenses.
Reach out to support@markettime.com if you need additional licenses activated.
For detailed guidance on setting up a MarketTime Pro temporary (temp) license or manufacturer license for show order writing, please see this dedicated article.
Video Overview
Managing Licenses
Found under the Settings option in the navigation menu, MarketTime Pro is the screen you'll use to mange this information.
When first visiting this screen, you'll be greeted with empty licenses that match the number your company was allocated.
Understanding the Screen
License (1) - The unique ID assigned to each license. May be needed when troubleshooting issues with Support.
App Version (2) - The version of the MarketTime Pro app for this user/device.
OS Version (3) - The iPadOS version of the device the user is attached to.
Show Mode (4) - Enabling this option will allow this user to access ALL Manufacturer and Customer data within your company on the MarketTime Pro app.
Manufacturer License (5) - Enabling this option will cause the user to ONLY see Manufacturers that have been directly assigned to them from the Manufacturers tab within the Salesperson record associated with the license. This is most often used for those who have a Manufacturer write orders within your company, and they have a Salesperson record only assigned to their own brand.
User Assigned (6) - This shows who is assigned to the license.
Salespeople - Those who are Salespeople will have two names appear in this field.
(1) - The name of the Salesperson record. This is the same name found on the Salespeople screen.
(2) - This is the user's name. The name they entered when creating their user account when they first gained access to MarketTime.
Admin Users - Those who are Admin users within your company will have a single name appear in this field.
This is the user's name. The name they entered when creating their user account when they first gained access to MarketTime.
NOTE: It's important to know that a license can not be assigned to a record that doesn't have a user attached to it. If you are not seeing a Salesperson or Admin user in the drop-down when selecting someone for a license, it's very likely there is no user attached to that record, thus no one to log into mtPro with. If you feel this is a mistake, please reach out to support@markettime.com to investigate further.
Default Order Code (7) - This is the Order Code you may set this license to for ALL orders written within MarketTime Pro.
Last Sync Date(8) - The last time and date the user synced their app.
Device ID (9) - The unique ID of the device associated with the license. May be needed when troubleshooting issues with Support.
Edit Icon (10)- This icon is used to edit the license to assign/unassign users and Order Codes.
Request Licenses (11) - This button is used to request additional MarketTime Pro licenses from MarketTime. Note that billing may be adjusted accordingly based on your contract. For more information about license count, reach out to billing@markettime.com
Editing Licenses
Begin by using the Edit icon next to a license:
You'll now be able to assign a User (1) and default Order Code (2) for this license:
NOTE: As noted above, the names you see in this drop-down may differ depending on if they're a Salesperson (two names) or Admin user (a single name). Keep this in mind when assigning "Temp" or "Showroom" type users to licenses if your company utilizes records like this.
When finished, be sure to click the green checkbox to confirm your selections.
Show Mode Toggle
To enable or disable Show Mode, simply toggle the option next to the desired license(s).
When Show Mode is enabled, this allows the user associated with the license to see ALL Customers and Manufacturers within your Sales Agency.
As it's name suggests, this is typically reserved for use during tradeshows to allow users access to out of territory data to write orders.
Seeing All Customers Even in "Road Mode"
NOTE: if a user can see all customers within your Sales Agency in Road Mode, review the "Billing & Payment" settings in the dropdown menu under your name in the top right corner of your screen.
- From your dashboard, click "Billing and Payments"
- Review the Salesperson records under the "Available Users" tab to ensure that your salespeople have the proper configuration in the "Show all Customers" and "Show all Manufacturers" columns
- Toggle on/off as appropriate
User Account Permissions
In order to ensure user permissions set in the Web App (https:/apps.markettime.com) flow into the MarketTime Pro app, the following must be done:
NOTE: THIS INCLUDES THE ABILITY TO ADD NEW CUSTOMERS WITHIN THE APP, SO THESE STEPS MUST BE PERFORMED. IF YOU ARE NOT ABLE TO ADD NEW CUSTOMERS WITHIN THE APP, PLEASE READ THIS SECTION.
- Each user who will be using mtPro must log into the Web App and update their User Settings. We recommend updating the Default Order Code.
- The user must then complete a sync on their MarketTime Pro app
Visibility by User, License, and Mode
The table below describes the various combinations of User Type, Road/Show Mode, and what they'll have access to.
MarketTime Pro license management can be done from the MarketTime Pro screen in the MarketTime Web Portal.
User Type | Road/Show | Order Visibility | Customer Visibility | Manufacturer Visibility |
Admin | ROAD | All ROAD and SHOW Orders. | All | All |
Admin | SHOW | All SHOW orders and any local ROAD orders on the device. | All | All |
Salesperson | ROAD | All ROAD and SHOW orders that they wrote or are assigned. | Only assigned Customers (territory or hardcode) unless View All Customers is enabled from the Billing & Payment Screen. | Only assigned Manufacturers. |
Salesperson | SHOW | All SHOW orders and any local ROAD orders on the device. | All | All |
Manufacturer License | ROAD | All ROAD and SHOW orders for the Manufacturer assigned that were written by or assigned to them. | Only assigned Customers (territory or hardcode) unless View All Customers is enabled from the Billing & Payment Screen. | Only assigned Manufacturers (from the Salesperson > Manufacturers tab). |
Manufacturer License | SHOW | All SHOW orders for the Manufacturer assigned to them. | All | Only assigned Manufacturers (from the Salesperson > Manufacturers tab). |
Show Only | SHOW | All SHOW orders and any local ROAD orders on the device. | All | All |