In this guide

• Section 1: Getting Started — Sign In to Brand Central

• Section 2: Understanding Team Admins and Team Reps

• Section 3: Managing Team Administrators

• Section 4: Inviting Team Administrators — Choose Your Method

• Section 5: Managing Team Representatives

• Section 6: Configuring Representative Access

• Section 7: Assigning and Managing Representative Territories

• Section 8: Understanding Lead Assignment Rules

• Section 9: Managing Representative Profiles and Invitations

• Section 10: Need Assistance?

Brand Central uses email verification instead of a password. Each time you sign in, you receive a one-time code by email.

1. Go to https://bc.materialbank.com/.

2. Enter your registered email address and click Sign In.

3. Check your inbox for a verification code and enter it on the Check your email screen to access Brand Central. If the email does not arrive, check your spam folder.

Brand Central separates team management into two areas. Review this section before inviting anyone so you know which area to use.

An individual can be both a Team Admin and a Team Rep.

1. In the left navigation, click Team, then Team Admins.

2. Review your administrators on the My Team Admins page. Each row shows the team member’s name, email, invitation date, and BC account status. To add administrators, click Invite people (see Section 4).

Choose the invitation method that works best for you. You only need to use one.

1. Go to Team > Team Admins, click Invite people, and select Invite Individual.

2. Enter the team member’s First Name, Last Name, and Email. Review the Enable rep access setting, then click Send Invite.

After you send an invitation, Brand Central may offer to create a lead assignment rule for the new team member. This is optional; see Section 8.

1. Go to Team > Team Admins, click Invite people, and select Bulk Invite (CSV).

2. Click Download template.

3. Open the downloaded CSV file and enter each team member’s information (see the column table below). Save the completed file as a CSV.

All three columns are required. Do not change the column headers. Example:

4. Return to Brand Central, click Upload File, and select your completed CSV

5. Review the uploaded information, then click Send Invites.

1. In the left navigation, click Team, then Team Reps. The My Team Reps page lists your representatives and how each one is configured.

Use the All, Active, Pending, and Inactive filters to review representatives by status. Default representative designation is managed in each representative’s settings (see Section 6).

To add representatives, click Invite people on the My Team Reps page. Representatives can be invited individually or in bulk. Contact Brand Services if you need help inviting representatives.

Representative settings determine what a representative can do and whether they appear as a contact on Material Bank. To open a representative’s settings, select Edit Rep from their action menu to open the Edit Team Member window (see Section 7).

Whether a representative appears as a contact on Material Bank is controlled by their contact-access setting in the Edit Team Member window.

Representatives appear as contacts when this setting is enabled and territories are assigned. You can confirm a representative’s status in the In rep directory column on the My Team Reps page (see Section 5).

A representative does not need to accept their invitation or complete their Material Bank profile before appearing as a contact.

Turn on Assign leads to make the representative eligible for your lead assignment rules (see Section 8). A representative who receives assigned leads does not necessarily need to appear as a public contact.

Each brand has one default representative, who covers locations that are not specifically assigned to another representative. As shown in Brand Central, the default rep receives contact rep messages from A&D members on Material Bank that do not have a territory assigned by another rep. Turning on Default rep for a representative replaces the current default rep.

For brands with existing representatives, the default designation was migrated into Brand Central. We recommend reviewing which representative is designated as your default.

Representatives can place orders for your brand’s products through Brand Central. If rep ordering is not enabled for your brand, the Create orders setting displays a message asking you to contact us.

Contact Brand Services if you would like to enable this feature.

Territories define which geographic areas a representative covers. A representative can have multiple territories, and different geographic levels can be combined.

Territories can be set by country, state, city and state, or ZIP code. For example, a representative may cover an entire state plus specific ZIP codes in another state.

1. Go to Team > Team Reps and locate the representative whose territories you want to manage. Open their action menu (…) and select Edit Rep to open the Edit Team Member window.

2. In the Territory section, choose the location type from the dropdown (for example, Zip Code) and search for the territory. You can also paste multiple entries separated by commas.

3. Select the matching location from the results.

4. Review the locations listed under Selected Territories. Use Clear All to remove all selections if needed.

5. Click Save Changes to save the representative’s territories.

Representative territories determine which geographic areas a representative covers. Lead assignment rules determine how incoming project leads are automatically assigned to representatives. These settings are managed separately.

After you invite a team member, Brand Central may offer to create a lead assignment rule for them.

Click Create Rule to set one up, or Skip to continue without one. Creating a rule is optional. A rule created from this prompt is a separate lead assignment rule: it does not permanently link the representative’s territory settings to the rule, and future territory changes will not automatically update it.

In the New Rule window, choose the conditions that determine which leads are assigned to the selected representatives:

ZIP-code-level targeting is available for representative territories but not for lead assignment rules. A ZIP-code territory does not create a ZIP-code-specific assignment rule.

• Representatives receive an invitation to join your brand.

• Representatives manage their personal profile information through Material Bank. Brand administrators should not expect to edit a representative’s personal profile information after the invitation is sent.

• A representative’s profile information may be shared across multiple brands they represent.

• Pending invitations can be reviewed using the Pending filter on the My Team Admins or My Team Reps page.