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Linking/Unlinking a Salesperson to a User

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“Edara” allows you to link a salesperson to a specific user. This gives the user access to all sales orders created by that responsible, making it easier to delegate permissions within the system.

Linking/Unlinking a Salesperson to a User

  • Go to the Sales module.
  • Open the “Salespersons” page.
  • Click on “Get All Salespersons”.
  • Click on the name of the salesperson.
  • Click the Edit icon "icon".
  • Choose the user or group of users you want to link to the responsible.
  • Click on “Save”.
Linking/Unlinking a Salesperson to a User — Click on “Save”.

Note: To unlink a salesperson from a user, follow the same steps, select the user you want to remove, and click on "icon".

Frequently asked questions

How do I unlink a salesperson from a user?

To unlink a salesperson from a user, follow the same steps, select the user you want to remove, and click on "icon".

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

Salesperson Editing Salesperson Data In some cases, you may need to update the Salesperson’s data, such as changing their name, linking them to a system… Salesperson Creating a Salesperson and Assigning Related Supervisors Sales orders in “Edara” can be linked to specific salespersons, allowing your business to track individual performance… Salesperson Deactivating a Salesperson In some cases, you may need to unlink a salesperson who is no longer active or no longer part of your team. Salesperson Displaying Pending Sales Orders for My Customers You can view pending sales orders for your customers or for the customers assigned to your sales representatives…