How to add a salesperson into the sale’s list for them to use the cloud ?

Modified on Fri, 28 Aug, 2020 at 3:44 PM

  1. Go to your user icon on the top right corner of the blue bar . and Click on “My Users”


3. Click “Add New” button on the top left .

4. Fill in the blanks

5. Save


6. Go back to the User’s page

7. Click on the edit icon   beside the user’s name

8. Scroll down to the “Extra” section

9. Select Sales to make them appear in "Salesperson" list when creating invoice

E.g: The box on your left is your list of roles, and the box on the right, which is “Selected Items”, are the roles you select to access your account. 

10. Click save on on top right corner.

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