1) Click SETTINGS to access team management
Note that only users with Admin permissions can access and add new team members
2) Click the Menu Icon to access your organization (or sub-organization)
3) Add User
4) Select Permissions for the user
Editor (rep-level) permissions are most common. This permission will allow users to create/edit leads.
Admin access is recommended only for leadership or team administrators or operations.
Reader access is the most limited user type, and is generally reserved for ancillary teams such as support staff.
*Only one permission setting should be selected per user*
5) User receives access email to complete login
Email subject: "Welcome to the Palmetto Finance Portal"
1) Admins: Access your settings and click + Organization
This is only recommended for sub-orgs, such as subdealers. Representatives in their own sub-org will only have visibility limited to their own deals within the LightReach portal. Each sub-org will need a company phone number and company email. Fill out all sections that have an asterisk, to save the sub-org.
2) Select the parent organization
For example, your organization, of which the team is a sub-dealer. Once created, repeat section A and send new user access to the appropriate organization.
If the user cannot find an invite to the login page
Click "forgot password" and input your email address associated with the account
Check your email inbox, if you can't locate the email check your spam folder. If you're still having issues please contact our LightReach Product Experts via SMS!
| Question | Answer |
1 | How can a sales rep have visibility on their deals only? | Representatives in their own sub-org will only have visibility limited to their own deals within the LightReach portal, therefore:
We recommend naming the sub-org in the representative's name.
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2 | Experiencing friction within the portal? Create Account/Create Quote button missing? | Some simple troubleshooting steps often provide a quick fix: |