When a Rep chats in about not being able to submit a Solo design request support operators need to verify that they have the correct credentials to login. Specifically, support operators need to check that the email in Solo is the exact same as the email address that is being used in Enerflo to submit a Solo design request.
First look at the profile of the Rep in Enerflo. From Admin tab choose Users and add the name of the Sales Rep in the search bar. Then click on the View tab next to the name to see the profile for the user./span>/span>
Once in the profile for the Sales Rep Check the email address for Solo design requests. Note that Solo recently did an update that requires the email be in ALL lowercase letters. /span>
Next step is to login in to Solo with the company login. Find that information in 1Password under the company name. Log in to GoSolo.com with the company login information./span>
Once in Solo, Click on the tab that goes to settings, click on Company and then Users. Search the name of the Sales Rep and once that comes up compare the email address in Solo to the email address in Enerflo. Use the email address that is in Solo to fix the email in Enerflo (if there are capital letters etc.) or enter the correct Solo email address in the override line in Enerflo for Solo login. /span>/span>/span>
If the emails in both Solo AND Enerflo are identical, then escalation may be needed for the Rep to submit a Solo design. If the Rep cannot be found in Solo, reach back out to the Rep and have them reach out to their Sales Manager or Company Admin to create a login for them in Solo.