The Login Activity view is available for Administrators of ASPEC Cloud. It shows a login history for all users, including name and login timestamp. This data can be exported for detailed analysis. The Login Activity view is available for ASPEC Administrators. It shows a login history for all users, including name and login timestamp. This […]
The IBO Activity view is available for Administrators of ASPEC Cloud. It shows all IBO activity for your organization including name, action (save, delete), IBO#, and timestamp. This data can be exported for further analysis. Column Description IBO # The reference number of the IBO that had changed. First Name The first name of the […]
The Products section defines the Products and Product Groups that appear as options in the IBO Form Product Information area. When adding or editing an IBO, users will be able to select from these Products and Product Groups. If “Add New Products On IBO” is checked in Product Fields, users will be able to enter […]
SETUP OPTION FUNCTION Add New Product On IBO? Enabling this option lets users create new products in the IBO Form, rather than only being able to choose from Products that have already been configured in the Products Setup area. This is ideal if your company does not have a fixed product list, or if your business is typically project-based. Hide […]
The Opportunity Profile in Customize/Opportunities of ASPEC Setup is designed to customize the form and import IBOs. Fig 1: IBO Setup Clicking Import IBOs. loads a page containing all tools needed to upload an import file, verify the file and perform the import. Default Expert Mode is used when adding new users to ASPEC. If the […]
Customize lookup options for IBOs The Define Lookup Options section lets administrators modify the variables that appear as choices in the IBO Form. To modify lookup options, select the variable you wish to modify from the list of Lookup Names. To Add a new value, type it into the New Value field and click the green + button. […]
Customize Country and State/Province lookups In Customize/Countries Setup, administrators can set the countries and states/provinces that will populate the Country and State/Province fields in the Account and Contact Forms for the customer’s address fields. This section should include all the Countries and States/Provinces in which you do business. To add a country, type the new country name […]
Add, Activate or Modify User Accounts, User Privileges and Location Settings To add or modify a name, email address, phone number, number format, language or time zone, go to the Users page in Setup. From here you can see all active and inactive users currently available. At the top you will see the total number of Licenses […]
The Manage Roles section is used to create a hierarchy of sales territories, channels, or any other type of hierarchy structure that your organization requires. The example below illustrates roles as sales territories, but the names and structure can be fully tailored to any organization or sales channel. Examples of possible hierarchies are sales territories, product […]
Once roles have been created in Roles, they can be assigned to your users in Assign Roles. Users will only be able to see their own IBOs and IBOs that belong to other users at, or below, their role in the hierarchy. See the example in Roles. Users who have been given Administrator Access in Users will always have access to […]