This article covers the general setup of a Salesperson or Temp User during shows, allowing them to access and write for all Customers and Manufacturers within the Web App (https://apps.markettime.com).
Overview
What will this user see within MarketTime?
| Customers |
All Customers within the Agency |
| Manufacturers | All Manufacturers within the Agency |
| Orders | Orders written themselves and those written for their assigned customers |
Setup
NOTE: This person will need to have a Salesperson record already set up within your Agency and assigned to their respective Manufacturers and/or Divisions, and they must have a login to MarketTime to proceed. If they do not, please see our dedicated section on Salesperson Management.
Video Walkthrough
Customer Visibility
To enable "Show Mode" for a Salesperson, begin by navigating to the Billing & Payments screen within the Web App (https://apps.markettime.com) and toggle the Show All Customers toggle next to the desired Salespeople:
More information about user permission management can be found in our dedicated article.
Manufacturer Visibility
To allow Salespeople to see all manufacturers in the web app and enable "Show Mode", please follow these steps:
- Click your username in the upper right corner of the header on the web app version of MarketTime
- Click Billing & Payment
- Locate the salesperson who should see all manufacturers
-
Toggle "ON" (so it turns blue) the button for Show All Manufacturers?
What a Salesperson Sees
| Show All Manufacturers? | ON | OFF |
|---|---|---|
| Billing & Payments Screen | ||
| Order Writing Screen | ||
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Other Examples:
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To Disable "Show Mode"
To disable "Show Mode", repeat the steps above, only disabling the Show All Manufacturers? button (so it turns gray).