Assign Accounts to Sales Reps

Scope each rep’s sales book with Account assignments so Wholesale Orders shows the territory they own—plus orders they personally placed.

Brand Published Aug 12, 2026 2 views

Overview

Assign Accounts to brand staff so each sales rep works from their own book. Reps typically see:

  • Orders for Accounts assigned to them
  • Orders they personally placed

Admins and super admins generally see the full brand book (subject to your permissions).

Steps

  1. Open an Account (or manage staff assignments from the Account tooling your brand uses).
  2. Assign one or more staff members to that Account.
  3. Save.

Confirm the rep has Manage Orders if they need to create wholesale orders.

What reps see

  • Assigned Accounts available for order entry and list visibility.
  • Wholesale Orders filtered to their territory / placements (admins see broader brand scope).
  • Linked Dealer activity follows the same rep-visibility rules used for Account-scoped selling.

Tips

  • Assign Accounts after CSV import in batches by territory.
  • Re-assign when territories change; historical orders keep their original placer.
  • If a rep cannot see an Account, check assignment and active brand context first.

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