Please enable JavaScript in your browser to complete this form. Please enable JavaScript in your browser to complete this form. Hello, this is the information needed to setup a new Operator login for iSUITE. This form can only be completed and submitted by a Contract Signer or an Authorized Representative. Once we receive the information, we can work with you to setup the new code in iSUITE and the Affiliate WebZone. • We cannot start the process of creating a new code until the below form is completed in its entirety. • Please note it does take at least 48-72 hours to set-up a new code in all systems once we receive the completed form. • The operator code chosen is automatically selected by the system, so unfortunately, we will not be able to custom select a code for you. • Once finalized, the login & password will work for iSUITE and the Affiliate WebZone. Please be sure to send this and any accounts changes and/or updates to: [email protected] Authorized Rep Code: * Authorized Rep Name: * Authorized Rep Email: * Operator Name: * Title & Responsibilities: * Email: * Email Confirm Email Phone: * Is the company name for the new operator the same or different from the authorized requester? * SameDifferent Company Name: * (If Different than Affiliate Organization) Address: * Address Line 1 Address Line 2 City — Select state —AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingState Zip Code Is there a commission structure? * YesNo Commission Structure: * Describe the commission structure. Please be sure to provide a W9 and Direct Deposit information. This information can be uploaded here or sent directly to our Accounting Team at [email protected]. File Upload * Click or drag files to this area to upload. You can upload up to 10 files. Load W9 and Direct Deposit Information. System Access and Permissions iSuite Permissions: * Default SettingsAffiliate Group LeaderFull Affiliate Permissions Default (Recommended): This gives access only to create and view customers and orders under their own code. Group Leader: This allows access to view and create jobs and customers across the main affiliate organization. Affiliate Access: This gives full access to the affiliate organization and allows to view the system exactly as the Contract Signer does. **This also requires a separate Authorization Form to be signed. ** Placeholder for that form and email. Order Entry Access? *YesYesNo Affiliate WebZone Access? *YesYesNo Reports Access? *YesYesNoOther When creating a job in iSUITE, the job number will automatically end in a 3-letter code. However, we can adjust the system settings to determine which Operator’s code is used. When creating a new job, the last 3-letters of new job# should be: *This Sales Rep (Operator) codeThis Sales Rep (Operator) codeMain Affiliate’s codeMatch the Operator code linked to the Shipping Customer When creating a customer in iSUITE, the customer code will automatically be linked to an Operator. However, we can adjust the system settings to determine which Operator it is linked to. When creating a new Customer Code, the code should… *default link to this Operator Code, without the option to change it.default link to this Operator Code, without the option to change it.default link to this Operator Code, with the option to change it (must be an Affiliate Group Leader – see System Permissions section)default link to no code, and the operator will be forced to manually select a code. When Sales Reps create new customers, the permissions should be: *Default (customer is assigned to rep, no changes allowed)Elevated (can assign customers to other reps)None (must select rep for each new customer) Special E-Mail Settings: Please list the email address(es) for the following types of documents. Purchase Order: * Email address that will show on the Purchase Order document. Draft Invoice: * Draft Approval requests Final Invoice: * CC’ed on Final Invoice to customer Payment System (defaults to contract signer) * Weekly Payment Reports from the Accounting Team Remittance Instructions: * CC’ed on emails sent to customers Shipping Confirmations: * Order Support will forward shipping confirmations Dispute Notifications: * Disputes Team will send updates Credit Card Receipts: * CC’ed on customer payments Job Notes: * Internal iSuite communications Accounts Receivable: * Accounts Receivable will send updates As an authorized representative for your organization, by submitting this form you are assuming all financial responsibility for this new representative. I acknowledge