Creating Sales Reps

Sales Representatives can be created within Wholster to help organize your sales team and system.

To create a Sales Rep, go to Settings –> Account –> New Sales Rep.

Fill in the relevant fields to create your Sales Rep, and choose whether you would like to give them Administrator access (can view all customers, financials, and settings), or limit their access to Sales Representative (can only view data relevant to their customers).

Once the rep has been created, you will see a “Send account invite” link appear at the top of the page. Selecting this will send a link to the email address you used to create the rep.

The Sales Rep can then click the link in the received email, and set a password for their account.

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