Managing & Creating Users - Wiki | LilyPad Applications

Disclaimer: Not all features shown are available with the standard LilyPad Vortex package.

Creating a Salesperson #

To create a Salesperson account, navigate to the Users drop down and select Salesperson.

The Users menu open in Vortex showing the Salespeople and Customers options

Select the “Add Salesperson” at the top right to start creating a new Salesperson account. To edit an existing Salesperson, click the 3 blue dots under “Actions” on the right.

Salespeople list with the Add Salesperson button and a row actions menu open showing Edit User, Logout and Delete

When creating a new Salesperson, four fields are required: Fishbowl Salesperson, Username, Password, and Email Address. All other fields on the Salesperson creation page are optional. (See more about these settings in the Managing & Creating Users Settings page.) When finished, click Save and the Salesperson will be created.

Manage Salesperson login section with connection salesperson, username, email address, password and landing page fields

Creating a Customer #

To create a new Customer, navigate to the Users drop down and select Customer.

The Users menu open with Customers highlighted, on the Manage Customers page

Select the “Add Customer” button at the top right to start making a new customer account. To edit an existing Customer, click the drop-down on the right.

Customers list with the Add Customer button and a row actions menu open showing Edit User, Logout and Delete

As with a Salesperson, four fields are required: Fishbowl Salesperson, Username, Password, and Email Address. There are many additional settings you can turn on when creating a Customer, but they are not required. When you have filled out all the fields you want, click Save to finish creating the Customer.