How can I add Sales Associates to the Retails Sales by Salesperson list without requiring them to make a sale first?

Modified on Tue, 14 Oct at 11:16 AM

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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