Registering a User
In order to register a new user to Counterpoint Cloud Platform, there are two key pieces of information your employee will need, in addition to his own login credentials and email:
- Salesrep ID
- Counterpoint Key
Your employee's Salesrep ID is accessible to you via Counterpoint, and allows Counterpoint Cloud Platform to associate all of their sales with their new Cloud Platform account. Typically a Salesrep ID is 4 characters long, and looks like "0026" but some installations may have shorter or longer IDs.
Your Counterpoint Key was provided to you when you initially signed up for the Counterpoint Cloud Platform and is what ties a newly created user to your company. This key is important and should be regarded as private as it can be used to create new accounts for your company, resulting in a larger monthly licensing fee.
From the Sign In page, select the "Create Account" option under the Sign In button. This switches to the registration form, and allows you to fill out the information needed for a new account.
Once you have filled out each of the forms, press submit.
If there are any issues with the registration process, you'll be shown a red box with one or more error messages inside. The values you submit must match the following constraints:
Username - Must be 7-31 characters long
Email - Must be in the form name@domain.com
Password - At least 8 characters long
Salesrep ID - Must be less than 7 characters
Once you successfully register a new account, click the "Log in" link next to "Already a member ?" to return to the login prompt. Once logged in, you'll be asked to confirm information for your account's profile, and given the opportunity to add some extra pieces of information for Counterpoint Cloud Platform to offer some more personalized information.
Confirm that the information is correct and press "Submit All Changes" - you're now ready to use your new Counterpoint Cloud Platform account.