This guide will walk you through how to add, invite, and manage Customer Service Representatives (CSRs) and Territory Managers in AMP, giving them the ability to manage orders, sales reps, and customers. With AMP's new user roles, you can easily grant access to CSRs to streamline order management for your team.


Step 1: Navigate to the CSR Section

  1. Go to the Users/Locations Tab:

    • From the AMP CMS, navigate to the Users/Locations tab.

  2. Click on the CSRs Section:

    • Click on the CSRs section to view and manage your CSR list.


Step 2: Add a CSR

You can either upload an existing CSR table or create a new one based on AMP's default settings.

  1. Upload Your Own CSR Table:

    • If you already have a CSR table, you can upload it directly into AMP by clicking Import CSRs.

  2. Add a CSR:

    • If you wish to manually add a CSR, click Add a CSR to create your first CSR.
    • This will bring up a form where you can fill out the necessary information for the CSR.




Step 3: Fill in CSR Details

When creating or editing a CSR, you'll need to fill out the following key fields:

  1. Email (Primary):

    • The email is essential for communication and sending login credentials.

  2. Rep’s Name:

    • This is the name of the sales rep that the CSR will manage or support.

  3. Rep’s Phone Number:

    • The CSR’s contact number for communicating with customers or sales reps.

  4. Territory Codes:

    • The territory code defines the area that the CSR will have access to. You can assign multiple codes by separating them with commas.
    • Each CSR will be able to view and manage only the orders associated with the territories or reps they are assigned to.


Step 4: Edit Existing CSRs (Optional)

  1. Click Edit CSRs:
    • If you need to make updates to an existing CSR’s details (e.g., territories or contact information), click Edit CSRs to modify the information.


Step 5: Invite Unregistered CSRs

If your CSRs are new to AMP, you will need to send them an invitation to get started.

  1. Send Invitations to Unregistered CSRs:

    • In the CSR section, click Send Invitations.

    • You can also access this option from the Users/Locations tab or directly from the CSR main screen.

  2. Select CSRs to Invite:

    • Choose the CSRs you want to invite and click Send Invitations. They will receive an email with login details and instructions for accessing AMP.


Step 6: CSR Permissions and Access

Once invited, your CSRs will have the following access rights:

  • View Database Data: CSRs can view information within your AMP database related to orders, reps, and customers.

  • Edit Orders: CSRs can edit orders, but their view will be limited to the territories or rep codes they are assigned to. This means they can only manage orders relevant to their region.

  • CSR Visibility on Buyer Pages:

    • The assigned CSR's name and contact information will appear on the buyer's Shop landing page, so buyers know who to contact for assistance with their order.


Pro Tip: Managing Multiple CSRs

  • Assigning Multiple Territories: If a CSR is responsible for multiple territories, make sure to assign multiple territory codes to give them access to the relevant orders.

  • Editing CSR Information: You can always go back and edit CSR details (e.g., territories or contact info) by accessing the CSR table and using the Edit Table feature.


Notes:

  • Required Columns: Ensure that the following columns are included and correctly tagged in your CSR table: Email (Primary), Rep's Name, and Rep's Phone Number. These are critical for proper CSR functionality and will enable the correct display on buyers' landing pages.

  • Customer Visibility: CSRs can only manage the orders and data associated with their assigned territories. This ensures that they only have access to the relevant data.


By following these steps, you can easily manage your CSRs and Territory Managers within AMP. If you encounter any issues or have additional questions, feel free to reach out to support@amptab.com for assistance.