Summary

Site administrators may now choose to allow sales reps to sell for multiple accounts on their site.  This knowledge base article will describe how to convert an existing sales rep to a secondary site administrator or create a new sales rep who can sell  for multiple accounts.


Converting an existing sales rep 

  • Click on the Admin button from the upper navigational toolbar
  • Click on Accounts from the sub-menu
  • Click on the hyperlink for the account on which the sales rep is currently a user
  • Click on Users 
  • Click on the hyperlink for the sales rep you wish to promote
  • Click on the button Convert to Site Admin
  • Click on OK on the pop-up menu
  • The User will be promoted to a site administrator
  • On the Update Administrator window, the following privileges will be preassigned: Create new customers and Create new quotes. 
  • Click Save to save the changes


Creating a New Sales Rep who can sell for multiple accounts

  • Click on Admin
  • From the sub menu, click on Administrators
  • Click on the Add Administrator button
  • Enter name and email
  • Place a check mark to the right of Sales Rep
  • Place a check mark next to Create new customers and Create new quotes
  • Press Save


Creating customers as a sales rep who is also a site administrator

  • On the customer window, use the drop down menu to the right of Accounts and select the account to which the customer should be assigned 
  • Proceed with the creation of the customer as normal


Filtering Quotes, Sales, Orders and POs as a sales rep who is also a site administrator

  • At the top of the page which contains the list of Quotes, Sales, Orders or Po's expand the Filter section
  • Filter by Sales Rep and/or Account
  • Click Apply Filter


Applies To:

  • Solatech Focus