Branch this person works from. Québec selects the Québec GL accounts in Expenses.
Last 4 digits of this person's company credit card. Expenses uses it to match the monthly card statement to their receipts. Several cards: separate with commas.
This person's PMT login. It becomes the owner (userId) of customers, leads and activities they create. Blank = tools guess from the rep code, then the email.
Approves this person’s expense reports before finance. Must have access to Expenses. Blank = no supervisor step.
Create Staff Member
The account is created active — no email approval step. Assign permissions with the pills after creation.