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  3. Adding Users (Retailers, Buyers & Sales Agents)

Adding Users - Sales Agents

In this article, you will get to know more about how you add sales agents


You start by clicking on 👤 Users in the menu on the left-hand side, followed by clicking on Sales Agents

 

Adding_SalesAgents

Next, you click on the "+ / plus" button in the upper right corner, to create a Sales Agent. The window below will appear.

 

Add_New_Agent

 

 

Creating a Sales Agent

When creating a Sales Agent, the following data is mandatory:
  • First name *
  • Last name * 
  • Country * 
  • Email  *
  • Phone no. * 

They are marked with a "* / star".

Once you have submitted the data you complete by clicking "Save". Clicking "Save" will send an invitation to the email you typed in. The Sales Agent's overview will now look like this.

 

N.B. the exact same email address cannot be used for two different Sales Agents.

 

Test_Agent

 

After saving your Sales Agent you need to assign the agent to a Retailer. You do this by clicking on the Sales Agent you just created and this window will open.

 

Assign_agent

Now click on the toggle switch "Retailers" and this window will open.

 

Assign_agent2

Click on the "+ / plus" button to assign the Sales Agent to a Retailer.

 

Add_New_Agent3

You complete by clicking "Assign to agent" button in the bottom right corner.

 

Sales Agent invitation

The invitation the Sales Agent receives in the inbox, looks like this.

 

Sales_Agent_invi

 

The invited Sales Agent sets the password by clicking on the "Set password" button and will then be redirected to the window below.

 

Buyer_Create_Password

 

Once the password has been created, then tick off the "Accept the terms and conditions" box followed by clicking "next". 

 

 

After the Sales Agent has created a password he/she will be will now be directed into your Turis webshop. This window will appear.

 

Sales_Agent_Create_Order

Here the Sales Agent can do two things:

  • Add note to company: this will add a note to the company/retailer the Sales Agent is assigned to
  • Create new order: this will give the Sales Agent access to the webshop where he/she can browse and purchase products