Configuring a Sales Rep

Navigate to: Accounts & Users > Sales Reps > “Manage” button

Administrators 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. Administrators can associate one or more or all stores with the Sales Rep account.

Disable / Enable Account

Administrators can disable/enable the 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

Administrators 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

Administrators 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

Administrators can associate an image with the Sales Rep account.

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