How to Enable Rep View
Assign a Rep ID to a user:
Go to Settings → Team & Roles.
For a new user, click Add User. For an existing user, click the "..." next to their name and select Edit User.
Enter a Rep ID. Please note, Rep IDs are case sensitive!
Click Send Invite or Save.
Once a Rep ID is added, that user only sees accounts associated with it. You can see each user's Rep ID in the Rep ID column on the Team & Roles page.
How Accounts Get Assigned to a Rep
Option 1: Automatic Sync (DVI Labs Only)
If your lab is integrated with DVI, account assignments may sync automatically as data is received. No manual action needed.
Option 2: Manual Assignment
Admins can assign an account to a rep:
Open the account from the ECPs page.
Select the Settings tab.
Under Sales Rep, search for and select the rep.
Click Save changes.
The assigned rep is shown in the header of the ECP Details page.
Important Notes
Users without a Rep ID continue to see all accounts.
Once a user has a Rep ID, accounts not assigned to it are hidden from that user.
Manual assignment is the fastest way to set visibility if you don't want to wait for automatic syncing.