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      Create GateWay Login Credentials for a Salesperson in SRM

      Describes how to create new GateWay login and password credentials for a salesman user in SRM.

      Type

      How to

      Audience

      GateWay Administrator, SRM Administrator

      Products

      GateWay, SRM

      Context

      Create GateWay login credentials for your salespeople when you need to give them access to GateWay as a "salesman" user role.  You must create the credentials in SRM, and the GateWay administration panel before the salesman user can create a GateWay account and log into GateWay.

      See: "Create a GateWay Account" for more information on how to create a GateWay account.

      Before You Begin

      Required: SRM installation, GateWay installation, valid login credentials and access permissions, salesperson name, email, and password information

      Optional:

      Steps

      To create GateWay login credentials for a salesman user, do the following:

      1. In SRM, navigate to System Maintenance > Configure System Settings > Customer Management Tab
      2. Next to Salesman Codes, click more options
        The Salesman Codes popup opens
      3. Click Exp/Con
        The Salesman Codes popup is updated with additional fields
      4. Click the Email column next to the salesperson you need to create the GateWay login credentials for, and type or update the email address email address they will use to access GateWay in the field
      5. Click the Change Password field, click add and  then type or update the password the salesperson will use to access GateWay
      6. Make a note of the email address and the password you entered or updated
      7. Click Accept
      8. Click Accept
      9. Navigate to http://gw4.texadasoftware.com/admin
        The GateWay administration panel login page opens
      10. Type your GateWay Administrator login and password credentials in the Username and Password fields
      11. Click Sign In
        You are logged into the GateWay administration panel
      12. In the menu bar, navigate to Users > Users List
        The list of users opens
      13. Click Create New User
        The create new user popup opens
      14. Type the salesperson's name in the Name field
      15. Type the salesperson's email address in the Email field
        Note: This is the email address that a registration invite is sent to, so it must be a valid email address
      16. Type a password for the salesperson in the Password field
        Note: This is a temporary password for the salesperson that they will have the opportunity to update at a later date
      17. Use the Status toggle to set whether the salesperson is active (can log into GateWay) or inactive (account is disabled)
      18. Optional: Type the appropriate information about the salesperson in the remaining existing fields
      19. Use the Product Access dropdown to select which of your companies' products the salesperson has access to.  For example, you would select your downtown office to only show the products that your downtown location carries
      20. Under Portal Account Details, click Salesman
        The Create a new user popup is updated to display additional fields
      21. Type the email you noted in SRM in the Salesman Portal Email field
      22. Type the password you noted in SRM in the Salesman Portal Password field 
      23. Click Create
        The salesperson's user profile is created in GateWay
        A registration email is sent to the email address you typed 
      24. In the registration email, click Click Here
        The salesperson's GateWay account is created and they can now log into GateWay and view their customer information

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