Recommendation: Ensure all users have exit from Sales Advice (SAM) before performing Synchronisations
When adding a new user to Framework ECM you must ensure a Synchronise is performed in Sales Advice to enable the user access.
Open the Sales Advice Module.
Click on File and then LAN Sync.
Click on the VPB tab.
..
- Navigate to the Administration tab
- Select the Framework User you want to Sync
- Use the arrow button to copy the user to the Sales Advice Users list
- Press Save
- Press Close
Ensure your Framework User is assigned the Entity Role of Salesperson. This will enable you to select them as a Salesperson in Sales Advice.