What is an FCS Independent Rep?

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  • 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. 
  • Within FCS when the Independent Rep option is selected the user will only be able to work in the properties assigned to them.

 

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 is set up as "Independent Reps"

 

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