Permissions for Sales Representatives

Initial Setup

A new sales representative is created as a user in the system with the "Sales" role. At this point, the user only has the sales role without any additional permissions.

The Problem

When the sales representative logs in, the dashboard and customer list are initially empty -there is nothing to see. While the user can create new customers and is automatically granted access to those, the main challenge arises when they need access to existing customers.

Solution: Granting Customer Access

To grant a sales representative access to existing customers, the administrator follows these steps:

1. Open Roles and Permissions: In the admin area, there is a "Roles and Permissions" tab and a second tab called "Customer Portal Rights."

1. Assign Customer Portal Rights: Sales representatives need a specific permission in the customer portal to see any customers.
2. Choose the Role in the Customer Portal: The administrator selects roles such as Administrator, Planner, Controller, or Buyer for the customer.

Assign rights: Within the Controller role, the administrator selects the employee and decides for which customers the user will be authorized

1. Modify or Remove Access: The administrator can use the pencil icon to change or revoke the permissions at any time.

After the assignment, the sales representative will see the customers for which they have been granted access. They can perform actions like editing customer details but cannot manage additional attributes unless explicitly granted further rights.

This is where your Members will see their completion options