SE Knowledge Base

To change a user’s or rep’s password…

 

1. Hover over “Setup Categories” and choose “showroom users”

 

 

2. Choose your Rep’s login username by clicking on the UserID

3. Changing the passwords or disabling logins
a. [CHANGE PASSWORD] Enter the new password in the “new password” and “confirm password” field

 

 

b. [DISABLE LOGIN]

 

4. Scroll to the end of the page and click save changes to current record
Alternatively, you can also assign the user’s login hours (e.g. your hours of operations)
Follow steps 1-2 above and choose “assign login hours”

 

 

On the next page, you can assign “all” hours or limit to just business hours. See example below:

 

Once completed, click “assign default values”

You probably need to turn off your pop-up blocker!

Firefox

Windows/Mac – Click on “Tools” then “Options.” Choose the “Content” tab and under “Block pop-up windows” click the “Exceptions” button.

In the “Address of web site:” field, type “showroomexchange.com” and click the “Allow” button. Then click “Close” and “Ok.”

 

Chrome

Windows/Mac OS – Click the three bar icon and click “Settings.” At the bottom of the page, click “Show advanced settings…” Under the header “Privacy,” click “content settings.”

Scroll down to the “Pop-ups” section and click “Manage exceptions”

Under the “Hostname pattern” field, type, “showroomexchange.com” and hit enter on your keyboard.

Safari

 

 

Internet Explorer 9

Click on your Windows “Start” button and choose “Control Panel.” Choose Internet Options. Go to the Privacy tab and click on the “Settings” button under Pop-up Blocker.

In “Address of website to allow:” type in “showroomexchange.com” and click the “Add” button.

Click “Close,” and “Ok” to finish.

 

Showroom Exchange’s optimal performance is dependent on the speed and quality of your internet connection. If you are using up bandwidth (multiple users downloading, or browsing content heavy web-sites OR a slower entry level connection shared amongst multiple users, etc) you will experience a slow-down in Showroom Exchange.

To test your internet connection, visit www.speedtest.net. Click on the circled triangle (see red arrow below) to start a speed test.

Once completed, you will see a results screen, choose “SHARE THIS RESULT”

Next a “COPY” option will be provided. Click this button to copy the link.

The button will change into “COPIED.” This means that your internet connection speed test link has been shared to clipboard. You can then paste this into an email and forward it to help@readytoview.com

The pasted info will appear as a link similar to the following URL:

http://www.speedtest.net/result/1234567890.png

 

The Vertical Bar ‘|’

For the vertical bar, on your keyboard press SHIFT + Backslash (\ commonly above your enter key ). This allows you to search multiple attributes. e.g.; if you wish to search for customers in California and Oregon, in the state search field, type CA|OR

The Asterisk ‘*’

For the asterisk, on your keyboard press SHIFT + 8. This allows you to conduct wild card searches. e.g.; you partially remember your customer’s name as “Dream” something. When you search for Dream* in your “cust” column search row, you will find all customers beginning with “Dream.”

The Carrot ‘^’

The carrot symbol, on your keyboard press SHIFT + 6. This allows you to search minus a pre-specified criterion. e.g.; You wish to list all of your customers except those located in Los Angeles. In the city field, type ^Los Angeles, thus removing all “Los Angeles” customers. If you believe there are other variation of LA, you may also use a combined list: ^Los Angeles|^LA|^L.A. These special characters also function in other search fields. Some reports support the use of these search characters. You may use these search characters in combinations shown in the above example for Los Angeles.

 

Click HERE for the PDF version

1. Log into showroom exchange as an admin user
2. Hover over the Setup Categories tab and click on showroom users
3. Click on associate rep to ter/subter/state

4. Click on the dropdown menu and select the rep that is not showing up

5. Select applicable territories, sub-territories, and state OR check all. Here you are associating the respective territories, sub-territories and/or state value(s) to the specific rep

6. Hit [save changes to current record] or [add new record] when completed

7. Repeat steps 5-6 for every rep listed in the drop-down with partial or no assignment

8. Click “back to list screen”

9. Click the user-Id that is not able to see the rep

10. Scroll to the middle of the page and look for the rep section

11. Check all applicable reps for this user-Id to authorize access

 

12. Click “save changes to current record”

When accessing these pages for lookups, it is best to set the pagination to 10 records.

An example of when to use a pagination of 100 records per page (or greater) is when reviewing large numbers of record sets during a review process.

**If you set the pagination to a certain amount but the setting is not saved, hover over “setup categories” and click on “settings.” Under “Records Per Page / Pagination” make sure this number is set correctly as well. Click “Save My Options” when completed.

Hover over “Setup Categories” and click on “settings.”

Enter your new password and confirm it and the highlighted fields below. Once completed, click “Save My Options” confirm the change.