This help document is for In-house users who have permission to add users. 

Step 1: Go to the Tools tab and click 'Add Portal User'

Step 2: In the 'Select User Type' dropdown, select 'Rep' 

Step 3: Select the Sales Rep

Select the sales rep you wish to add as a portal user from the 'Select Rep' drop-down. 

Please note: The 'Select Rep' drop-down is populated with the sales rep you've assigned to Customers (click here for a help document on this).

Once you've selected the sales rep you wish to add as a portal user click on 'Next'.

Step 4: Finish Creating the Rep User

Fill out your sales rep's contact information. You'll see your sales rep's username in the 'Username' field. 

Note: The 'create your password' email will sent to the email address you enter in the 'Email' field. 

Once you've added your sales rep's information, click 'Create User'. 

Your Sales Rep Will Receive an Email

Your sales rep will receive two emails once you've added them as a CrikSales user: A welcome email, and an email to create their portal password. 

Below is an example of the 'create your password' email your sales rep will receive once you've added them as a CrikSales user.