1.
2. Click the Reps tab.
4. Make sure the proper role is assigned to them under the Personal Information area. (Primary, Billing or neither of these which would indicate a Standard role).
5. Scroll to the bottom and open the Login Permissions area.
6. Best Practice: If no login has been assigned yet, click send them an invitation.Alternate step #6 : If no login has been assigned yet, click Create their login right now.
7. Click Send Email Now.