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Assign User Credential with Sales Person
Assign User Credential with Sales Person

How to connect the user id with the sales person

Christian Wijaya avatar
Written by Christian Wijaya
Updated over a week ago

At DealPos it possibly allows us to set up sales people based on login activity in the sell section. So that the selling process is simpler, a sales person will automatically appear. This article tells how to configure Sales Person based on User login use on Sell automatically. The following steps as below:

Step 1. Go to User, then Choose User

Choose username that you want to assign to spesific sales person.

User - Choose Users

Step 2. Go to Linked In Tab, Select Sales Person, then Click Update

Users - Tab Linked ID

Step 3. Go to Sell, then Make Sales Transaction

Try to login with username that assigned with sales person before. When you make sales transaction with the user, sales person will automatically filled with assigned sales person before.

Sell - Sales Person

You might like to read these related articles below :

  • If you forgot your password, you can reset it back or change it to a new one. Learn, how to reset your password : Forgot My Password Feature

  • You can provide data limits that can be accessed based on the range of days determined by each user group. Please check this article : Data Days Range Visibility for Users

  • If you didn't give the user access to go to the User menu to change their own user password, you can try to tell the user to change their own password in their own profile. To change your password using the My Profile menu, you can read this article : My Profile Page


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