What is an Independent Rep?

What is an Independent Rep?

An Independent Rep, also known as a Manufacturer’s Rep, is an independent contractor paid on a commission or contract basis to represent your service or product line. 


Step 1

Independent Rep- User Administration


If selected within a user's profile, the user will only be able to view contacts that have been assigned to them.  If you have been mistakenly set up as an Independent Rep, contact your administrator to remove this option from your profile. 


Step 2

To add an Independent Rep, navigate to the Company or Property level and toggle into Edit mode:


Step 3

Click "Edit" next to the Independent Rep text and you can then choose from the list of users in your system that are set up as "Independent Reps"



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