Company Directory (New Web) - Revision history

Ashley DeBon at 09:35, 28 July 2026

2026-07-28T09:35:28Z

2026-07-28T09:32:09Z

‎Invite Reps — steps

2026-07-28T09:21:07Z

‎Enable or disable an account

2026-07-28T09:19:11Z

‎Enable or disable an account

2026-07-28T09:06:39Z

‎Edit a user (Company Directory Edit)

2026-07-28T09:04:02Z

‎Add a Rep

2026-07-28T08:51:02Z

‎Replace Existing User

2026-07-28T08:50:16Z

‎Replace Existing User

2026-07-28T08:49:48Z

‎Replace Existing User

2026-07-28T08:49:09Z

‎Replace Existing User

← Older revision		Revision as of 09:35, 28 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[Company Directory]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Settings Menu]] - [[Company Directory (New Web)]]

	= Company Directory =		= Company Directory =

← Older revision		Revision as of 09:32, 28 July 2026
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	=== Invite Reps — steps ===		=== Invite Reps — steps ===
		+	[[File:CompanyDirectoryInviteRep.png\|350px\|thumb\|right\|Company Directory Invite Reps]]

	# Quick Links → '''Invite Reps'''.		# Quick Links → '''Invite Reps'''.

@@ Line 245: / Line 245: @@
 {| style="border:0;"
-| [[File:AccountEnable.png|350px|thumb|Click the (pencil) icon]]
+| [[File:AccountEnable.png|350px|thumb|Click the Account Enabled]]
-| [[File:AccountDisable.png|350px|thumb|right|Edit Opportunity Form]]
+| [[File:AccountDisable.png|350px|thumb|right|Click the Account Disabled]]
 |}

← Older revision		Revision as of 09:19, 28 July 2026
Line 242:		Line 242:

	= Enable or disable an account =		= Enable or disable an account =
		+	<div style="float:right; margin:0 0 1em 1em;">

		+	{\| style="border:0;"
		+	\| [[File:AccountEnable.png\|350px\|thumb\|Click the (pencil) icon]]
		+	\| [[File:AccountDisable.png\|350px\|thumb\|right\|Edit Opportunity Form]]
		+	\|}
		+
		+	</div>
	=== Disable ===		=== Disable ===

@@ Line 207: / Line 207: @@
 = Edit a user (Company Directory Edit) =
 [[File:CompanyDirectoryEdit.png|350px|thumb|right|Edit user settings]]
 '''Breadcrumb:''' Company Directory » [User name]

@@ Line 165: / Line 165: @@
 = Add a Rep =
 === Steps — create a new user ===
@@ Line 180: / Line 189: @@
 === Copy Existing User ===
 # Fill the new user’s basic fields.
 # Click '''Copy Existing User'''.
 # Choose the user whose settings should be copied.
 # Confirm — useful when a new hire should match an existing role setup.
 === Replace Existing User ===
 # Use '''Replace Existing User''' when one person is taking over another’s seat/settings.
 # Follow the confirmation prompts (may include disabling the previous account).
 === Good to know ===

← Older revision		Revision as of 08:51, 28 July 2026
Line 189:		Line 189:

	=== Replace Existing User ===		=== Replace Existing User ===
		+	[[File:CompanyDirectoryReplaceExistUser.png\|350px\|thumb\|right\|Replace Existing User]]

	# Use '''Replace Existing User''' when one person is taking over another’s seat/settings.		# Use '''Replace Existing User''' when one person is taking over another’s seat/settings.

← Older revision		Revision as of 08:49, 28 July 2026
Line 189:		Line 189:

	=== Replace Existing User ===		=== Replace Existing User ===
−	~~[[File:CompanyDirectoryReplaceExistUser.png\|350px\|thumb\|right\|Replace Existing User]]~~

	# Use '''Replace Existing User''' when one person is taking over another’s seat/settings.		# Use '''Replace Existing User''' when one person is taking over another’s seat/settings.