To add rep users in Crik-IT, you must first create your reps in QuickBooks. The customers you assign to your reps in QuickBooks will be the customers they'll see in their Crik-IT portal. 

Step 1: Create your Reps in QuickBooks

Go to Lists > Customer & Vendor Profile Lists > Sales Rep List. 

Right click and click on New. 

Click the Sales Rep Name dropdown and select Add New. 

Select the type, enter their information, and click on Ok. When you done, click Ok again. You may be asked if you want to quickly create the rep. 

Step 2: Assign your Customers to Reps in QuickBooks

Go to customers. There, double click on each customer to assign them to their rep; do so by going into Additional Info and selecting the rep from the Rep dropdown. 

We hope this was helpful! 

Up next, click here to see how to add a sales rep in Crik-IT.