Step 1
Click on “Company” in the main menu bar
Step 2
Click on “(+) Employee”
Step 3
Add the First name, Last name / Job title: Sales Rep / Dept. : Sales
Step 4
Click “Save”
Step 5
Under “Company” Click on “User”
Step 6
Click “Add User”
Step 7
Select the Employee
Step 8
Add Login name, password, confirm password/ Type: OIS mobile /Level: Sales
Step 9
Click “Save”
Video.
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