Recommended Setup for Managers or Assistants of Salespeople

Request Manager or Assistant Access to Salesperson Accounts

Managers who aren't Admins, and Assistants who support a Salesperson, can get direct access to a Salesperson's MarketTime account. Once Support links your login, you can see and manage the same data the Salesperson does.

How to Get There

Request Access as a Manager

1. Email support@markettime.com with the subject Manager Login Request.
2. Include Your Details: In the email, provide:
   • Your MarketTime Username (the one you log in with)
   • The Salesperson ID of each Salesperson you need access to (e.g., S1234)
3. CC an Admin: Copy an Admin from your Agency on the email so they can confirm the request before Support links the accounts.

Request Access as an Assistant

1. Email support@markettime.com with the subject Assistant Login Request.
2. Include Your Details: In the email, provide:
   • Your MarketTime Username (the one you log in with)
   • The Salesperson ID of each Salesperson you support (e.g., S1234)
3. CC the Salesperson: Copy the Salesperson you support on the email so they can confirm the request before Support links the accounts.

Log In as a Salesperson

1. Log in to MarketTime with your own Username and Password.
2. Choose a Salesperson: Click the Salesperson's row in the list, then click Select Company.
   

Switch Between Salespeople

1. Click your name in the top right corner.
2. Switch Company: Click Switch Company and choose another Salesperson.
   

What to Be Aware Of

• Salesperson IDs Required: Requests that list only names, without Salesperson IDs, will be rejected.
• Approval Required: Support won't link accounts until the Admin (for Managers) or the Salesperson (for Assistants) confirms the request.
• Single-Salesperson Assistants: If you support only one Salesperson, you'll be logged in as that Salesperson automatically, with no list to choose from.
• Orders Show You as Creator: When you write an order on a Salesperson's behalf, you appear as Created By on the order.
  
• MarketTime Pro Licenses: To use the MarketTime Pro app, an Admin must assign a license to your user account for each Salesperson you access. Each one counts against your company's total license count.