onboarding

  • How to: Have a lead rep report to another lead rep

    As an example- We are going to add User1001 to User1000's immediate downline. 

     

    1. Login to FastGem ADMIN. Enter Team Leader's name into User Search bar. Press Enter.
    2. Click on Team Leader's Rep link. Click into FastGem tab. 

    3. Enter Sales rep name into 'Viewable Sales Rep' field. A dropdown box will appear with name matches. Click the correct option. This will automatically add to the Viewable Sales Rep box on it's own.
    4. Click Save and close.  
  • How to: Onboard User/rep into FastGem.

    Login to FastGem (ADMIN). Click on 'Users', Hover over 'Manage', click on 'Add New User.' 

     

     

    Fill in the Top 5 fields. Toggle the 'Require Password Reset' button to 'Yes'. Leave all other fields blank.   

     

     

    Click on 'Assigned User Groups' Tab option & assign user/rep appropriate permissions. 

     

     

    Click on 'FastGem' tab option. If this user does not need login access to Front end FastGem, you are done. If user needs login access, proceed to next step

     

     

    Fill out fields/toggle buttons accordingly. Scroll to where you see ,'Create Rep Record.' Toggle to 'Yes' 

     

     

    Choose the appropriate rep title/option. (This will differ from instance to instance being that all dropdowns in FastGem are usually customizable according to need.) 

     

    Type in rep phone number. 

     

    Type in rep phone number. 

    Click 'Save & Close.' 

  • Onboarding New Users

  • Onboarding Reps from the Front End

    You can assign IBOS/reps to allow the to onboard their own team members. You can also assign this permission if you'd just like to be able to onboard basic reps from the front end. 

     

    If more specific accommodations need to be met for this feature to work for you, please consult FastGem Support. 

     

     

     

  • ONBOARDING: Assigned User Group Definitions - Updated 7/2/2020

    This article was created to give users with ADMIN access a general idea of what each permission is when onboarding a new user, so you have a better understanding of what all the user you are inputting in the system is able to do inside of FastGem. It is assumed that you have already passed the Name/Email screen of onboarding a user, and are now looking at the Assign Groups tab. 

     

  • Setting Permissions for reps

    1. Login to ADMIN FasGem. Type in the name of user you want to manage. Click on User link. 
    2. Click on'Assigned User Groups' tab. 
    3. Check boxes as they apply to this specific rep. 
    4. Click 'Save&Close.' to complete. 
  • TROUBLESHOOT: 2 rep records created for 1 single user (under construction)

    There can only be 1 rep record for each user onboarded into FastGem & everything function properly. If a second record is accidentally or somehow created in the system, the following steps will need to be taken for troubleshooting and resolving. 

    Login to backend (FastGem ADMIN). Click on 'Reps' on the list of System options. 

     

     

    Find the duplicate record that was created. 

     

    Check that user's box and click on 'DELETE' at the top of the screen.