Access the Admin Panel:
Open the left navigation menu.
Expand the Store menu and select Admin.
Enter your admin security code when prompted.
Edit User Roles:
In the Admin panel, go to the Stores tab and select your store.
Click on the Users tab.
Locate the employee’s name from the list.
Click the three-dotted button beside their name and select Edit User.
Assign the Sales Associate Role:
Under the user’s profile, find the Role dropdown.
Add Sales Associate to their assigned roles.
Save your changes.
Once the Sales Associate role is added, the user will immediately appear in the Sales by Salesperson list, even if they haven’t made a sale yet.
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