Sales Person Profiles

PDS offers the option for sales person profiles in the portal.  The main difference is the sales person user is set up like a "customer" so they can see what the customer see's and typically is assigned the accounts that are assigned to the sales person in your back office software.

Many of the standard integrations have sales person linked from the back office with additional assignment options available.

There are two steps for creating a sales person in the portal

STEP ONE

1. Users>customers>sales person maintenance
2. Add or edit sales person
3. Add or edit profiles demographics

4. Set profile options (assignment and removal can be automated based on back office and settings)

STEP TWO

1. Select the user profile (customer user) to link to
2. Check the create option to no customer user profile exist for this sales person

3. Users>customers>users list>opitons>edit
4. Verify the role was created as sale person