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Driver is the one who will use and navigate the Mobile Billing Application. Here is the steps on how to create a Driver.

1. Go to Common Info | Maintenance | Sales Reps | Search Sales Reps | Click New -  This will open the 'Create New Entity' screen if there is no existing record yet. If not, click the New button on the integrated search grid.
2. Fill out the Entity tab fields

a. Enter the Name, Contact Name, and Location Name. These are the required details on this tab.

b. You can either enter the Entity No or let the system generate it for you upon saving the record.

c. Take note on the Email Address this will be use to login at Mobile Billing Application.

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3. Go to Sales Person | Sales Reps Type | Set as Driver

a. Make sure status of the Driver is Active

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4. Go to General tab | Web Portal

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a, Tick Enable checkbox

b. Dropdown the Portal Admin | Select Name - Change Password screen will display

c. Fill-up the Change Password | Input same value on New Password and Confirm Password fields | Click OK button

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d. Dropdown the Portal Role | Select Portal Admin

5. Click the Save button toolbar. 

Notes:

Take note the Email Address and Password because this is the token to login on Mobile Billing Application.

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Each Driver is a User in i21 with an additional Entity Type of Salesperson. Go to User screen > Entity Type tab, select Salesperson from the Type dropdown, then click Save. A new tab, Salesperson, now appears. On this tab, select Driver from the Type dropdown, then enter Driver Number in the Detail area.

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