What this page is

Use the Sales Team area to create and manage sales users who help your customers place orders. These users sign in like buyers and only see the customers you assign to them. You control their access, password resets, and customer assignments.

Key capabilities

• Add a new sales user and automatically send a welcome email with a temporary password.
• Edit names and email addresses any time.
• Assign one or many customers that the sales user can act on behalf of.
• Enable or disable a sales user without deleting them.
• Reset a sales user password and send a reset email.
• Search, sort, and paginate the team list, including viewing revenue totals.

Overview of the list screen

The Sales Team list shows one row per sales user. You will see columns for Email, Name, Active status, Last Login, Created, All-Time Revenue, and Last Quarter revenue. Actions include Stats, Edit, and Enable or Disable.

• Search: type part of a name or email, then select Search.
• Sort: select any column header to sort. Selecting it again toggles ascending or descending.
• Page size: choose how many rows to show per page.
• Pagination: First, Prev, Next, Last buttons help you move through pages.
• Revenue columns: All-Time Revenue is total paid invoice amount attributed to the user. Last Quarter shows totals for the most recently completed quarter.

Add a sales user

1. Select Add Sales Member on the Sales Team list.
2. Fill in Email, First Name, and Last Name.
3. Under Customer Access, check every customer this sales user should manage. You can change this later.
4. Select Create Sales User.

After creation, a welcome email is sent to the email you entered. It includes a temporary password and a sign-in link. The user should sign in and change their password.

Edit a sales user

1. From the list, select Edit for the user.
2. Update Email, First Name, or Last Name as needed.
3. Adjust Customer Access by checking or unchecking customers.
4. Select Save Changes.

Tip: a sales user only sees and acts for the customers that are checked.

Assign or unassign customers

Each checked customer grants the sales user full buyer access for that customer. Unchecking removes access. Changes take effect as soon as you save.

• If a user has no customers assigned, the system keeps a placeholder mapping so you can add customers later.
• Assignments also ensure the user receives invoice emails for those customers.

Enable or disable a user

Use Enable or Disable on the list or edit screen to toggle the account. Disabled users cannot sign in.

Reset a user password

1. Open the user in Edit.
2. Select Reset Password.

The user receives an email with a new temporary password and instructions to sign in and change it.

Understanding revenue totals

• All-Time Revenue: sum of paid invoices attributed to orders placed by this user.
• Last Quarter: sum of paid invoices in the most recently completed calendar quarter.
• Totals only include invoices marked as paid.

Common messages and what to do

• Email, First and Last name are required: fill in all three fields before saving.
• That user already exists: the email is already in use. Choose a different email or edit the existing user.
• Password reset email sent: the reset was successful and the user was emailed a new temporary password.
• User is not a mapped sales agent: make sure the account is set up as a sales user with at least one customer assigned.

Best practices

• Use clear naming for customers so it is easy to find them when assigning.
• Review Last Login and revenue columns to keep your team list tidy.
• Disable users who no longer need access instead of deleting, to preserve history.
• When reassigning accounts, first add the new user to the customer, then disable the prior user.

Quick glossary

Sales user

A user who can act as a buyer for specific customers you assign.

Customer Access

The list of customers a sales user can manage. Checked customers grant access.

Active

Whether the user can sign in. Disabled users cannot sign in.