Set up a Supervisor role to manage and monitor the workloads and activities of sales
reps. A supervisor can monitor the users who have the Sales Rep role assigned to them. A sales rep
can create a visit only for themselves whereas a supervisor can create and manage visits for sales
reps in their hierarchy.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled.
|
Prerequisites to Set Up a Supervisor
To set up a supervisor, ensure that your admin has performed these tasks.
- Assign the CGCloud_Supervisor permission set to the Supervisor role.
- Assign the CGCloud_Sales User permission set to the Sales Rep role.
- On the Role Hierarchy page, create the Supervisor and Sales Rep roles, and align the Sales
Rep role to report to the Supervisor role.
- Assign users to the Supervisor role.
- Assign users to the Sales Rep role.
- For supervisors to plan visits for their sales reps, configure the
Organization_Setting.Role Hierarchy Disabled custom setting. For the system to determine the
sales reps for whom the supervisor can create visits, set the value of
Organization_Setting.Role Hierarchy Disabled to No.
- Assign sales reps to the same org unit or to an org unit that is lower in hierarchy to that
of the supervisor.
- To enable access to the mobile app, map the CGCloud_Supervisor custom permission to the
Supervisor user role. Ensure that the sales rep and supervisor have the same management type.
