Create divisions to apply a hierarchy of user access and visibility; applicable for managers to manage MSP divisions, sub-ISOs, and internal sales. Access to each division is restricted to that division’s assigned users and MIDs only, and can be assigned admin staff users for task management.
Example : I want to give my ISO their own reporting and abilities to track referrals/merchants. To begin I would create a division. Then I would create an admin that is a member of the ISO and assign them to this division. I could either add that ISO's reps and referral sources for them or I can teach them how to do it themselves, depending on how they plan to manage their division's users. If I wanted to add those users for them I would just have to make sure I assign each user to the same division. From this point on the admin will be able to see reports pertaining to only the division's users and MIDs as well be able to help their own division's users with PulsePoint. In a nut shell I will be giving them their own PulsePoint that I can have oversight and grant access permissions.
Instructions
To manage company divisions login to PulsePoint, select the Admin tab, and then select Manage Divisions in the Users Menu. Select the Create button to open a window with the following fields and complete the fields.
Fields
Description:
Name the division, as an example: “Inside Sales”; “outside sales”; “Northwest”
Create divisions for easier sales tracking; or for staff to manage their teams and Referral Sources. When a division is created and users are assigned to that division, new reports become available.
Short Name:
Short name for the division that can be used as an easy reference in data rich areas in PulsePoint.
Parent Division:
The parent division has access to all merchant and referral information in the division. The “Main” division may view all division information. If a division overlooks another division, that is the parent division. A child division may view its own data only; the parent division views the parent division’s data merged with the child division.
Company:
MSP that overlooks the parent division is listed in the dropdown menu for selection.
Select [Submit] to complete the addition.
Allow shared access to merchants and leads:
Be cautious when enabling this option. It allows all users in the division to access each other's merchant and lead data. This will provide visibility ONLY when necessary and should be used only with full understanding of the impact.
Edit Divisions:
Select the Action menu and then the Edit icon to open the Division Form. Make changes and select Submit to apply.
Delete Divisions:
Select the Delete Icon to remove the division listing.
Note: If Sales Representatives, Referral Sources, or merchants are assigned to a division, PulsePoint will not delete the listing and issues an error message detailing how many entities are linked to the division. Remove the division from those entities to free the division to be deleted.
Note: If you want a referral partner to select more users than the default sales rep, create a division for that partner and the sales reps. Once they are all in the same division all reps in the division will show in the menu when choosing the sales representation upon lead submission.
Table Columns
Table columns can be added to show the counts of the various users assigned ot a division. If you plan to delete a division it is necessary to remove users from the division first. You will notice that the count number text has a blue hue indicating it is a useable link. By clicking the link you will be taken to the admin users area where the users are housed and where you can change their status or just view all who are in the division. To add or remove columns select Columns and check the options you want to view in the table.
