8.iii Users - Sales Agents
8.iii Users – Sales Agents
On the sales agents page within the user's section of your dashboard, you have the ability to view and manage all of the sales agents accounts. You will be prevented with their first name, last name, email address and remote sales agent key. From this list, you are able to edit the user or alternatively delete them if they are no longer required to have an account.
8.iii.i Edit User
To edit the user simply click on the blue ‘Edit User’ button and to delete the user simply click on the white ‘Delete’ button with the bin icon. Once you have clicked on the blue edit user button you will have the ability to change their first name, last name, email address, password and sales agent key (see picture below).
To save your changes, simply click on the blue ‘Save Details’ button and your updates will be added to the main list.
8.iii.ii Create Sales Agent
To create a new sales agent, simply click on the green ‘Create New Agent’ button with the person icon. This will bring up a page that required you to fill out the relevant information such as First Name, Last Name etc. The information supplied here will form the basis of their account.
Initially, you can set up a password for them, however, if you want them to change this and create their own one then you can tick the ‘Agent Must Reset Password’ box and this will prompt them to change their password on their first time of logging in (see picture below).
To save the new sales agent profile, simply click the blue ‘Create Sales Agent’ button and this profile will be added to the main list.
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