What is required to set up a new user?

Overview

As Trella Health continues to integrate new products, there are dozens of complicated connections that need to be created and tested before we can make them available to you. We are working on a set of administration tools for users, markets, assignments, "My Agency," and more. Until we have that unified administrator experience, setting up a new user for Marketscape CRM will require that you follow a setup process in Marketscape Insights Admin and in Marketscape CRM.

As an account administrator, you will have access to everything required to set up new users. If you are unable to access either of the admin tools below, please send an email to support@TrellaHealth.com so we can check your account.

Set up a user in Marketscape Insights Admin

You need to set up the user in Marketscape Insights first because the user database for in Marketscape Insights is the foundation for the common login experience for all Trella Health Products. Furthermore, the Marketscape Insights Admin tools allow you to set up manager/rep relationships which allows manager to assign provider to reps and to keep track of their usage.

You would set up a user in Marketscape Insights even if the user will be using Marketscape CRM only and not be using Marketscape Insights. (For the CRM only user, assign the role "CRM Only User."

How to set up a user in Marketscape Insights Admin

• Navigate to the Admin tools page
• Click on the "Users" button in the left navigation
• Click on the "Add user" button
• Fill in all required fields

For all the details on adding a user, see Adding and Updating Users.

The user will receive a welcome email with instructions on updating their password

If possible, it is advisable to have the user log in as soon as possible and set their password.

Set up user in Marketscape CRM

You need to create a user in Marketscape CRM in addition to Marketscape Insights because a common admin does not currently exist between these two products. By creating a user in CRM, users will be able to navigate from Marketscape Insights to Marketscape CRM to enjoy a seamless user experience.

How to set up a user in CRM

• Navigate to Settings
• Click on Users along the left side of the page.
• Click on the "New User" button
• Fill in all fields
  • Enter an email address
  • Select a role with the appropriate line of business
  • Select a branch
  • Select a state in the Market Data Territory section
• Click the Save button at the bottom or top of the page.

For all the details on adding a user, see Adding a New User.

My rep already has their access to market data in their Marketscape Insights profile! Why do I have to make sure to set this again in CRM? In order for your reps to have access to Market Spotlight data on the mobile app and on the web, users need to have a state selected in the Market Data Territory of their profile.