How do I turn on the ability to change Sales Reps??

Lance Salisbury shared this question 4 years ago
Answered

I just tried to into MY profile and allow access to change Sales Reps, and it said I can't change my own profile. Do I have to go into each sales staff and give them access? When we Save Copies there are orders that have sales staff that aren't in that position anymore and we are not able to change them.

Best Answer
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When you save a copy you can change the sales rep before clicking 'Save Copy'. If you need to change your own worker profile then first login with the main account username to make the change or have another worker account with permission to edit workers make the change.

Comments (1)

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When you save a copy you can change the sales rep before clicking 'Save Copy'. If you need to change your own worker profile then first login with the main account username to make the change or have another worker account with permission to edit workers make the change.