Managing Operators

You may be able to manage operators for SalesConnect, adding details for them or resetting passwords for some or all of them.

See these topics:

• Adding an Operator
• Resetting an Operator's Password
• Changing Details for an Operator
• Inactivating an Operator

Adding an Operator

1. Using the Administration personaA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Operators from the Authorization menu. Or, select in the universal menu, and then select Operator List under Administration, Authentication, and Authorization.
2. On the Active tab of the displayed page, select Add.

3. Complete fields on the displayed Add Operator page with information for the new operator.

   Tips

   • Be sure to type names and titles as they should appear throughout SalesConnect.
   • Inactive operators cannot log into SalesConnect, though any records associated with them (such as maintenance history) remain available for appropriate other operators.

   • Select checkbox options appropriate for the operator:

     • SalesConnect Access indicates that the operator can log into this SalesConnect application
     • Account Update indicates whether the operator has access to the TA2000 Account Update feature in the Feed Management utilities.
   • If appropriate, select a Sales Contact to link to this operator. Since sales contactsA sales contact is a person affiliated with your company who is responsible for working with reps to encourage sales of your products. Sales contacts may be National Sales Managers, Regional Sales Managers, Internal Wholesalers or External Wholesalers. Some of the key functionality in SalesConnect revolves around tracking sales data for the territories and/or regions to which sales contacts are assigned. may be assigned to territoriesIn a territory category, you can define as many named territories as you need to identify sales responsibilities. Territories are often divided geographically, and can include whole countries, states or provinces, or even ZIP/postal code ranges. Other criteria can be included for each territory, such as firm association or channel/subchannel definitions. If needed, you can filter offices, reps, partnerships, and teams to which a territory will apply by their firm association alone. Each territory can have one or more operators assigned to it; after territory assignments are set, permissions can be set to control the level of access each operator has to data (such as viewing or editing), based on his or her territory assignments. or regionsTerritory regions are optional, but they can be used to group together a number of territories overseen by the same regional sales manager. An unlimited number of regions can be defined for each territory category version, and each region may have an unlimited number of territories. However, a territory may only belong to a single region. and these assignments may limit the data available to those operators, this linkage may affect the operator's access to data in SalesConnect.
   • The Default Persona determines what the operator will see when he or she logs into SalesConnect; his or her roleRoles are linked to security and personas in SalesConnect. Each role represents a group of operators who perform similar tasks and who need access to similar features. Each operator is assigned to at least one specific role. Roles may be included in security rules and in territory category definitions, too. and security settings determine whether other personas are available or not. If you don't choose a persona, the default will be used.

4. Select Save.

   If you want, you can click the link for the operator and use tabs on the Edit Operator page to add and review more information:

   • The Security RulesSecurity rules are used to control access to specific tools, controls, pages and other features in SalesConnect. Each security rule includes roles and/or operators who will have access to the items secured by that rule. tab lists the security rules in which the operator is included; you can remove the operator from particular rules, if necessary: select the checkboxes for the rules you want, and then select Delete. You may be asked to confirm this.
   • The Territories tab displays any current territories to which the operator is assigned as a sales contactA sales contact is a person affiliated with your company who is responsible for working with reps to encourage sales of your products. Sales contacts may be National Sales Managers, Regional Sales Managers, Internal Wholesalers or External Wholesalers. Some of the key functionality in SalesConnect revolves around tracking sales data for the territories and/or regions to which sales contacts are assigned.. This information is for review only. See Assigning Sales Contacts to Territories and Regions for how operators are assigned to territories.

Resetting an Operator's Password

When you reset an operator's password, the new password is the first 7 bytes of the operator's last name, unless the last name cannot be determined, in which case, it is set to the operator's first name. He or she will be required to change this password at the next login.

1. Using the Administration persona, select Operators from the Authorization menu. Or, select in the universal menu, and then select Operator List under Administration, Authentication, and Authorization.
2. On the displayed Operator Detail page, select Reset Password. A popup is displayed.

3. On the popup, select OK to confirm that you want to reset the operator's password. A message is briefly shown to indicate that the password was reset.

   The password is reset to the first 7 bytes of the operator's last name, unless the last name cannot be determined, in which case, it is set to the first 7 bytes of the operator's first name. The operator will be required to change their password the next time they log in after a reset.

Changing Details for an Operator

1. Using the Administration persona, select Operators from the Authorization menu. Or, select in the universal menu, and then select Operator List under Administration, Authentication, and Authorization.

2. On the displayed Edit Operator page, change information as needed.

   Tips

   • Be sure to type names and titles as they should appear throughout SalesConnect.
   • Inactive operators cannot log into SalesConnect, though any records associated with them (such as maintenance history) remain available for appropriate other operators.

   • Select checkbox options appropriate for the operator:

     • SalesConnect Access indicates that the operator can log into this SalesConnect application
     • Account Update indicates whether the operator has access to the TA2000 Account Update feature in the Feed Management utilities.
   • If appropriate, select a Sales Contact to link to this operator. Since sales contacts may be assigned to territories or regions and these assignments may limit the data available to those operators, this linkage may affect the operator's access to data in SalesConnect.
   • The Default Persona determines what the operator will see when he or she logs into SalesConnect; his or her role and security settings determine whether other personas are available or not. If you don't choose a persona, the default will be used.
   • The Security Rules tab lists the security rules in which the operator is included; you can remove the operator from particular rules, if necessary: select the checkboxes for the rules you want, and then select Delete. You may be asked to confirm this.
   • The Territories tab displays any current territories to which the operator is assigned as a sales contact. This information is for review only. See Assigning Sales Contacts to Territories and Regions for how operators are assigned to territories.
3. Select Save.

Inactivating an Operator

When operators leave your organization or no longer need to work with SalesConnect, it's usually better to make them inactive, so that they can't log in, rather than deleting them. This preserves the history of changes associated with those operators.

1. Using the Administration persona, select Operators from the Authorization menu. Or, select in the universal menu, and then select Operator List under Administration, Authentication, and Authorization.
2. On the Active tab of the Operators page, select the link for the operator you want.
3. On the displayed Edit Operator page, select Inactive in the Status field.
4. Select Save.