To manage your orders and clubs with several people, your platform lets you invite your sales representatives to your workspace. Once invited, they can create shops for their partner clubs and track the resulting sales.
What does a sales representative do on your platform?
Each sales representative manages a portfolio of clubs. Specifically, a sales representative can:
Create a shop for a partner club
Configure each shop's settings (products, discounts, delivery…)
Track sales and shop performance for the clubs in their portfolio only.
How to invite a sales representative
Enter the sales representative's name and email in the field provided.
Confirm the sales representative's invitation by clicking Save.
Each invited sales representative receives an invitation email with a link to create their access to the platform.
💡 Who sees what? From their sales space, each sales representative can only see and manage their own scope. Sales representative A can't access sales representative B's scope.
What happens when a sales representative accepts the invitation?
By clicking the link in the email, the sales representative creates their personal account and gets direct access to it. They can immediately create their first club account.
Can I skip this step?
Yes, this step isn't required. You can always invite sales representatives later from your dashboard, in the Account settings > Sales team section.
Log in to your Distributor account.
Click your name in the top right, then Account settings.
In the left-hand menu, click Sales representative list.
In the Invite a sales representative box, enter the sales representative's name and email.
Confirm the sales representative's invitation by clicking Save.
View the list of invited sales representatives
To view the list of sales representatives added to your workspace:
Go to your account settings.
In the left-hand menu, click Sales representative list.
The Sales representative list box contains the list of team members who have received an invitation.
Resend an invitation that hasn't been accepted
If a sales representative hasn't accepted their invitation yet, you can resend it directly from the sales representative list.
Go to your account settings.
In the left-hand menu, click Sales representative list.
Find the sales representative whose invitation is pending, then click Resend invitation.
💡 Good to know: they'll receive a new invitation email with an extended validity period.