When you are working with Sales Agents to enter your Sales Orders, you might consider creating user accounts for your Sales Agents in Zedonk. Each user can have their system permissions limited so that you only grant them access to the areas they require.
Create a user for your Sales Agent
To create a user for your Sales Agent, follow the guide below:
If your user allowance is maximised, you will need to purchase an additional license for your sales agent(s) to access Zedonk. Contact [email protected] for more information.
Restrict user permissions for your Sales Agent
Once you have created a user for your Sales Agent, you can limit their access.
As an administrator, you may wish to start by restricting system permissions to all areas, then enable only the areas and features you are happy your Sales Agent to access.
Below we have highlighted some of the most used system permissions restriction for Sales Agents that you can apply to your Sales Agents.
Restrict your Sales Agent to view only Sales Orders entered by them
If you want your Sales Agent to view only Sales Order Confirmations that are entered by their user account, ensure that the Sales Orders > Confirmation - View All flag is disabled on their user account.
Restrict your Sales Agent from viewing your Customers
If you want your Sales Agent to not view your Customer list (and Sales History with totals across seasons), ensure that the Customers and all permissions grouped underneath are disabled on their user account.
If your Sales Agents need to create Customers in Zedonk you have two options:
- Ask them to populate the Data Import templates, forward them to a user with access to the Customers area in Zedonk and import them in bulk. Review the links below to learn how to download the Data Import templates and how to use them to import Customer data in bulk:
- Customers - Data Import - General
- Customers - Data Import - Addresses
- Create a placeholder Customer(s), so that your Sales Agent can create Sales Order Confirmations for the placeholder Customer(s).
You can then update the Customer Details and apply changes made on the placeholder Customer record to the Sales Orders associated with the placeholder Customer record.
Click on all Sales Order Confirmations created by your Sales Agent(s) and move between selected records to Update Customer Fields from the Actions menu.
