Add a sales representative (Rep) to Aviso AI. A user with Rep access is a part of the hierarchy (also called as node) and can use all the privileges in the Aviso platform except admin privileges. You can add a rep to Aviso platform by following these steps:

1.   After you log in to Aviso AI, from the left menu bar, open the Admin screen.
   
   
2.  Under Hierarchy Management, select Add Rep. The Add Rep page opens up.
   
   
3. Perform any of the following actions to select a node.
   
   

   Note
   A node is a part of hierarchy at any level from global to the
   individual user as shown in the node diagram on the ADD REP page.

    

• In the Select One Parent Node field, search and enter the hierarchy to which you want to add the new Rep.
•  If you want to select Global node, you can click the Global checkbox that is just below the Select One Parent Node field.
•  View the node diagram and select the required node.
  
  

4. In the Node Name field, enter the name of the rep you want to add.
5. In the CRMID field, enter the first 15 digits of the CRM ID.
   
   
   
   

   Note

    You cannot add a rep if the CRM ID entered exceeds 15 digits. 

    
6. The newly added Rep appears in the Aviso platform after the next refresh.
    You can manually refresh by clicking the refresh (               ) icon.