The My Setup tab displays all company products, any configured detail groups or topics, as well as competitor products. This tab displays which products a user is assigned, impacting which products are available for each user when detailing products in a call report, as well as which Product Metrics display.
End users can use this tab to review which products they are assigned and favorite frequently used products. Business admins can use this tab to assign or unassign products to both themselves and to other users. Each user’s product preferences are stored as my_setup_product__v records, which can also be used to designate a user's favorited products. Competitor products display in the Product Selector and are available for users to place orders for the iPad only.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- Business Admin Users, End Users
Configuring the My Setup Page for
Business Admin Users
To configure this feature, ensure Configuring the Product Catalog is complete.
To enable selection of users lower in the territory hierarchy, grant Read permission to the user_territory__v object.
End Users
To configure this feature, ensure Configuring the Product Catalog is complete.
Using the My Setup Tab as
Business Admin Users
Business admins can use the My Setup tab to manage the products assigned to themselves, as well as other users below them in the Territory Hierarchy:
- Navigate to the My Setup tab.
- Select Edit.
- Either select or deselect the appropriate check boxes for each product.
- Select Save.
To view and edit the products assigned to a different user, search for the user in the My Products search box.
End Users
End users can mark frequently used products as favorites to make them display first in the list of products in a call report. Favorites are indicated by a gray star icon.
To mark a product as a favorite:
- Navigate to the My Setup tab.
- Select Edit.
- Select the Star icon next to the appropriate product.
- Select Save.
