Users

eSMS uses a sales hierarchy to control access to different areas of the application.  Reports are summarized or "rolled up" using the hierarchy.  

The hierarchy is composed of several parts:

1. Organization: This is the parent company that is set up in the Company Info section.
2. Region:
3. Regional Manager:
4. District:
5. District Manager:
6. Dealer:
7. Dealer with Sub Dealers:
8. Sub Dealer / Salesman:
9. Administrator: These users have the SA role by default and maintain the information found under the Admin menu.  A regional manager or district manager can have this role assigned to them as shown with the red arrow below.

Here is a simple way to describe the hierarchy.

• An organization has one or more regions with each region having a regional manager.  
• A regional manager has one or more districts with each district having a district manager.  
• A district manager has dealers.  
• A dealer can have sub-dealers.  
• A dealer can have one or more customers who have orders and plots.

By right clicking on different items on the hierarchy on the left, a menu is available that will allow adding items or editing the information specific to that item.  By clicking on a folder, all users contained in that folder will be listed.

Only active users need to have a license key.  If individuals are not planning on using the system, they can still be added to the hierarchy.  If a dealer decides in the future to start using eSMS, all that is needed is to add the license key.

As users are added and an email address is available, an email can be sent to them with the information for them to log into the system.  By clicking on the “Send Email” button, an email is displayed, that can be sent to them.