The Users / Locations tab serves as the central hub for managing all user-related data in AMP. Here, you'll find an overview of user activity, shop requests, and user tables, as well as quick links to create and update various user lists. Below is a detailed explanation of the features available under each section.


Overview Tab

On the Overview Screen, you can quickly see important information like:

  • User counts
  • Shop requests
  • Last update times for each user table

If any user tables are missing or need updates, you can quickly create or update them using the options provided.

Moving down the left sidebar, you'll find the different user types you can manage, such as Admins, CSRs, Reps, and Authorized Buyers. Each user type has unique options available. For example, Admins do not have the option to upload CSV files like other user types.


Admins Tab

The Admins Tab allows you to manage your AMP CMS admins — the users with access to the administrative side of AMP, where product and user data are stored.

Key Features:

  • Add New Admin: Use this option to quickly add a new admin by entering their email address and setting their user permissions. You can grant Read-Only access, which allows visibility without editing permissions.

  • Send Invitations: If you want to invite new admins who haven’t used AMP before, click on Send Invitations. This option filters to only inactive admins for easier selection.



Managing Admins:

  • To remove or edit an admin, simply click on their email address in the leftmost column.
  • You can also view the last login time for each admin in the Authorized Users section, which helps track their activity.

CSRs Tab

The CSRs Tab operates similarly to the Admins Tab but offers additional functionality for managing Customer Service Representatives (CSRs).

Key Features:

  • Import CSRs: Import your CSR list via CSV file for bulk updates. This option also allows you to update column tags in bulk and delete the entire user list if needed.

  • Edit CSRs: Directly edit CSR data in the Edit Table view, where you can add, remove, and update columns and rows.

Note: CSRs have full access to the CMS and can manage customer and order data, unlike Reps, who do not have CMS access.


Reps Tab

The Reps Tab is almost identical to the CSRs Tab, but it pertains to Sales Reps. The key difference is that Reps do not have access to the AMP CMS.

Reps can still be managed and updated similarly, but they will not have access to edit any product or user data.



Authorized Buyers Tab

The Authorized Buyers Tab is where you can manage buyers who have already been granted access to your catalog. This tab allows you to:

  • Send Invitations: Quickly send invitations to users who have not yet logged in to AMP.
  • View Last Login Activity: See which buyers are actively using the platform and identify those who may need a new invitation.

Although you can view and manage buyer data here, you can only edit customer details from the Customer or Shop Requests tab.

Clicking on the buyer's name will take you directly to the relevant tab to make changes.


Customers Tab

The Customers Tab contains all the customer data your company has uploaded to AMP. These are customers who may or may not have access to your catalog. This list serves as a resource for your sales team to select customers when writing orders, whether through AMP Shop or the AMP Sell iPad app.


Shop Requests Sub-Tab (Under Customers)

This sub-tab contains inbound shop requests from buyers who are interested in your catalog. Here you can:

  • Approve or Deny Requests: Decide whether or not to grant access to these buyers.
  • Assign Reps & Price Lists: Assign reps and price lists to new buyers once they are approved.

If a shop request is approved, the buyer is immediately granted access to your catalog and becomes an Authorized Buyer.


Pending Customers Sub-Tab (Under Customers)

This sub-tab shows Pending Customers generated by your reps through the AMP Sell iPad app. If a rep adds a new customer temporarily, that record will appear here for your review. You can then either confirm or reject the entry.


Send Invitations (Shortcut)

A Send Invitations button provides a shortcut to invite unregistered users (admins, CSRs, reps, or buyers) to log into AMP. This streamlines the process of granting access to new users across all types.


Conclusion

The Users / Locations tab is your go-to tool for managing user activity, user access, and customer relationships within AMP. It allows for efficient tracking of user data, easy invitations for new users, and seamless management of reps, admins, CSRs, and customers. By familiarizing yourself with this section, you can ensure smooth day-to-day operations and better user experience for your team.