In some cases, users suggest they are unable to access Sales Advice, despite them being able to access Framework Ecm without any issue. The reason why users are unable to log in is because they have not yet been synchronised to Sales Advice. The below guide explores how to enable users to access Sales Advice, as well as how to set up users as a Salesperson properly. If you do not set up a user correctly, you may encounter this issue.
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.