Navigate to: Customers & Users > Sales Reps > “Manage” button
Administrators can edit the details of existing Sales Reps from the Manage Sales Rep page.
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 for 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. |
Username | This field indicates the username of the Sales Rep. This field is editable. |
Reset Password | Administrators can send a reset password link to the respective Sales Rep's email address so that the password can be reset for the account. |
External ID | Administrators can add a 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. |