Salesperson Permissions

Limit Salesperson Admin Access is an optional feature designed to give you greater control over what salespeople can view and manage in the admin. Once enabled, you can designate specific users as salespeople and assign them to particular customers. These salespeople will only have access to customer and order information for the accounts they are assigned, ensuring their visibility and permissions are limited to those designated customers.

Note: This feature requires a separate signup and billing. Please submit a ticket to get started. Click here: https://support.logicblock.com

What we'll cover in this article

Salesperson

A salesperson is a specific role you can assign to users within your system. Assigning this role allows the user to be linked to customer accounts, view assigned customers and their orders, and access sales-related reports or dashboards, provided they are not restricted to a specific group.

Some reports also have permissions tied to them, which can be granted to the salesperson role to allow access.

For more information on how this functions, check out this article: Salesperson

Marking users as Salesperson

To set a user as a salesperson, start by going to the admin area of your site. From the main menu, click People, then choose Users.

Find and select the user you want to update, then click Edit User to open their profile.

In their profile settings, scroll to the Account Information section and check the boxes for Is Sales Person. This option will designate the user as a salesperson and allow them to view sales-related information.

Once both options are selected, click Save and Return to apply the changes.

Limit Salesperson Permissions

Limit Salesperson Access is an optional add-on feature that lets you strictly control what your salespeople can see and do inside the admin.

If you’d like to enable it please reach out to us by submitting a support ticket so we can get it set up for you.

Enable/Limit Salesperson Permissions

When Limit Salesperson Access is turned on, the following rules apply to users marked as "Is Sales Person"

  • They only see data for customers they are assigned to
  • All orders for their assigned customers appear on their dashboard and in Order Manager
  • They can edit orders for their assigned customers
  • They can view shopping carts for their assigned customers
  • They can run salesperson specific reports for their assigned customers

Assigning a salesperson to a user

To assign a salesperson to a user, go to the admin area and click People, then Users.

Locate and select the user you want to update, then click Edit User.

In their profile settings under Account Information, find the Salesperson field.

Begin typing the salesperson’s name, and select the correct one from the suggested results.

Once selected, click Save and Return to apply the changes.