Sales Reps

Submit a Support Ticket Release Notes

Stores > Sales Reps

Sales Reps page displays the list of registered Sales Reps. Admin users can manage the Sales Reps of all the Stores from here.

Admin users can view and filter the Sales Reps from the Stores >> Sales Reps.

Note: The tool feature can Enable Sales Reps, Disable Sales Reps, and Reset User Passwords.

Add Sales Reps

Store > Sales Reps > "Add New" button

Note: Application does not allow the creation of User with same Username Detail. Two different Stores can have Sales Reps with the same Username.

1. Complete Sales Reps Details
2. Save progress using the "Save" button
3. New Sales Reps is now added

Note - Sales Reps created using this section will have a system-defined role named Sales Rep.

Manage Sales Rep

Store > Sales Reps > "Manage" action

1. Manage Sales Rep Details
2. Save progress using the "Save" button
3. The changes will be saved.

Delete Sales Reps

Stores > Sales Reps > "Delete" action

1. Page will reload with action confirmation.
2. Sales Reps is now deleted.

Manage Sales Rep

Store > Sales Reps > "Manage" action

Admin user can edit the details of an existing Sales Reps from Manage Sales Rep page.

Note: Sales Reps must create new accounts using only General Information details. After the Sales Rep details have been saved, Administrators can add additional settings and options located in the Sales Reps tabs via the "Manage" action.

Sales Rep accounts have several tabs which administrators can use to manage and maintain key areas necessary of an enterprise level eCommerce platform, as follows:

General Settings

User Detail	Description
Store Name	This field indicates the store name(s) associated with the Sales Rep account. Admin user can associate one or more or all stores with the Sales Rep account.
Disable / Enable Account	Admin users can disable/enable Sales Rep account using this button.
User Name / Email	This field indicates the username of the Sales Rep. This field is non editable.
Reset Password	Admin user can send a reset password link to the respective Sales Rep's email address so that he/she can reset a new password for his/her account.
External ID	Admin user can add unique External ID or ERP account number used for tracking Sales Reps. Leave blank if unknown.
First Name	First Name of the Sales Rep.
Last Name	Last Name of the Sales Rep.
Phone Number	Contact information of the Sales Rep
Image	Admin user can associate an image with the Sales Rep account.

---