Configuring a Sales Rep

Navigate to: Customers > 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 the 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 DetailDescription
Store NameThis 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 AccountAdministrators 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 PasswordAdministrators 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 IDAdministrators can add a unique External ID or ERP account number used for tracking Sales Reps. Leave blank if unknown.
First NameFirst Name of the Sales Rep.
Last NameLast Name of the Sales Rep.
Phone NumberContact information of the Sales Rep
ImageAn administrator can associate an image with the Sales Rep Account


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