Users (Sales App Administration)
Each sales rep must be created before they can use the Sales App. After users are created, email invitations will be sent to them automatically.
Important: Before creating user accounts you must check that an engineer has correctly set up SMTP server details on the Pegasus Web Xchange Administration page. If this has not been done new users will not receive an automatic email invitation to join Payroll Self Service. You can send a test email from the Mail Server tab.
Steps
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Sign in as a Sales App Administrator.
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On the Sales App Administration page, select the Users button.
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Select the
link to open the Add from user page. You can create users:
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Who are already using another service in Pegasus Web Xchange (for example, Payroll Self Service users).
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Whose user details are archived.
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From scratch.
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Complete the user's details.
After completing these steps users will automatically receive an email invitation to join Sales App.
Note - deleted users:
When a user is deleted in Pegasus Web Xchange
it is retained in the database and marked as 'archived', and hidden.
You cannot create a brand new user using a deleted user name. But you can
restore that user, which will allow the user name to be used again to
sign in to Pegasus Web Xchange.
The advantage of not deleting the user's details from the database is,
if an employee leaves but then returns, you can quickly restore the user
name with the user's original details.
Tips:
- For help with setting up email profiles, see the Email
Profiles Help topic.
- For help with sending emails, see the Sending
Emails Help topic.