How to Enable Rep View
To activate Rep View, you’ll need to assign a Rep ID to an existing user:
Go to Settings → Team & Roles
Find the user you’d like to update
Click the “…” (three dots) next to their name
Select Edit User
Enter a Rep ID. Please note, these are case sensitive!
Save changes
Once a Rep ID is added, the user will only see accounts associated with that Rep ID.
How Accounts Get Assigned to a Rep
After assigning a Rep ID, there are two ways accounts can be associated with that user:
Option 1: Automatic Sync (DVI Labs Only)
If your lab is integrated with DVI, account assignments may be synced automatically based on incoming data.
This will happen as data is received; no manual action needed.
Option 2: Manual Assignment
Admins can manually assign accounts to a rep:
Navigate to the desired account
Click More Actions
Select Assign Sales Rep
Choose the appropriate user
Important Notes
Users without a Rep ID will continue to see all accounts.
Once Rep View is enabled, any accounts not assigned to that Rep ID will be hidden from that user.
Manual assignment is the fastest way to ensure correct visibility if you don’t want to wait for automatic syncing.