Configuring a Sales Rep

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


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.


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


Administrators can associate an image with the Sales Rep account.

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