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For details on creating a Service Rep via the API, please see the Contact API Endpoint article.

If multiple Service Reps need to be created, see the Contacts Import article on how to set up the Import File.

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1. Open the Workers/Contacts Grid (Main > People > Workers/Contacts).

2. Click the  button to create a new Contact/Worker.

3. Assign the following Types to the new Worker:
   

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   1. Worker

   2. Service Rep
      Note: If Service Rep is selected first, the App will auto-assign the required Worker Type.

4. On the Worker Workgroup Tab, assign the Workgroup for the Worker.

5. Fill out any other Required fields.

6. Click the  button to save the new Service Rep.

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1. Open the Workers/Contacts Grid (Main > People > Workers/Contacts).

2. Open the Worker that requires the update to become a Service Rep.

3. Assign the Worker the additional Type field of Service Rep.

4. Click the Image RemovedImage Added button to save the new Service Rep.