• The Administrator option is for clients where an employee will be creating Cases and Activities on behalf of the Salesman.
• You can select employees who have full access to all customers (be careful allocating this access).

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

• Click on the Settings button to the right of your UserName.

• The session Options page will pop up.
• Click on the Salesmen Settings tile.

1. The Salesmen tab is selected by default.
2. Click on the Administrators tab.

• A list of all employees will be displayed in the Administrators section.

1. Click on the checkbox(es) to mark the relevant employee(s) as administrators.
• Note: Some employees may be marked as administrators by default, if they are not administrators, unmark them by clicking on the marked checkbox.
2. Click on the Save button or
3. click on the Save icon.

• You will return to the Dashboard.