Yes — distributor accounts are set up differently from direct rep accounts, and there are a few things worth knowing before you get started.
Getting set up
Before your account can be created, your distributor needs to be configured in Helia. If it isn't already, the distributor principal will need to submit a ticket by clicking the chat icon in the bottom right corner. Once that's done, our team will be in touch to finalize your account and schedule onboarding.
Your distributor also needs to be approved and connected to each facility you work at. If a facility isn't showing up for you, it's likely this connection hasn't been made yet — submit a ticket and we'll get it sorted.
You may represent multiple suppliers
If your distributorship works with more than one supplier, Helia can connect all of them to a single account under your email. You'll select the appropriate supplier catalog when building each case.
Case submission is done through the mobile app
All case submissions go through the Helia Connect mobile app — there's no way to enter cases from a desktop. If your team has someone in an office role handling billing or invoicing, they can be set up with web-only access to view orders and submit invoice numbers, but the initial case entry has to come from the app.
Still need help? Click the chat icon in the bottom right corner to submit a ticket.