📝 Sales Rep License Management Guide

Sales representatives play a vital role in driving revenue growth, expanding customer acquisition, and strengthening brand presence. In RepZio, each sales rep must have a registered license to access the platform's tools and features. This guide covers how to manage licenses, add or edit reps, and answer common questions.

🔑 Purchase Sales Rep Licenses

Your account requires a registered license for each of your sales representatives. Licenses can be purchased in WebManager:

1. Log into WebManager

2. Click Sales Reps

3. Select Manage Licenses

4. Click Add Licenses

5. Update your license count:

   • Click + to add licenses

   • Click − to remove licenses

   • Click Save, Request, or Update, depending on your account

6. Enter your credit card information

🔹 Note: You will be unable to add new reps until licenses have been purchased and allocated.

Starting with your next billing cycle, your newly purchased license(s) will be added to your monthly invoice.

📊 Rep License Comparison Chart

➕ Adding a New Sales Rep

1. In WebManager, click Sales Reps

2. Choose View / Edit Sales Reps

3. Click the +New Rep icon on the upper right

4. Fill in the required fields:

   • First and Last Name

   • Phone Number

   • License Type

   • Rep Number (must be unique)

   • Email Address

   • Password

5. Click Save & Add Sales Rep

6. Click Push Data Live

The sales rep will receive a welcome email with instructions for installing the app.

💡 Pro Tip: If a rep works across multiple brands, use the same email address across all brands to prevent sync issues.

🔹 Note: If an email already exists in the system, the password field will be greyed out and show "This rep's password has already been set."

🔄 Changing a Rep’s License Type

1. Go to Sales Reps > View/Edit Sales Reps

2. Select the desired rep

3. Click Edit Rep in the upper right

4. Choose a license type from the License Type dropdown

5. Click Save Changes

6. Click Push Data Live

❌ Exclude Price Levels

To prevent a rep from viewing specific price levels in the app:

1. Enter the numerical values of the price levels you want to exclude (e.g., 1, 2)

2. Save changes

3. Click Push Data Live

⚠️ Important

Reps must log out and back in to see the updates. If a customer is assigned to the rep, they will still see the customer, but pricing will default to the base level, which may cause confusion.

In showroom or admin mode, reps may still see all customers regardless of exclusion settings.

👥 Showroom vs Admin Mode

The key difference between showroom and admin modes is order visibility:

• Showroom Mode: The rep can view all customers and only the orders they have submitted.

• Admin Mode: The rep can view all customers and all orders, regardless of which rep submitted them. We do not recommend enabling Admin Mode temporarily as it may create issues for reps.

🔹 Note: For reps attending a physical market, either Showroom or Admin Mode should be enabled.

🚮 Deleting a Sales Rep

1. Go to the View/Edit Sales Rep screen

2. Click the Trash Can next to the rep's name

3. Confirm deletion in the pop-up window

This will deactivate the rep and move them to Inactive. To reactivate:

1. Click the Inactive tab

2. Select Reactivate Rep

🔹 Note: You must reassign a license when reactivating a rep, or they will not have access.

⚠️ Important

Billing & License Count
Deactivating or deleting a rep does not reduce your license count. To reduce billing, go to WebManager > Sales Reps > Manage Licenses and adjust the license count manually. You will continue to be billed for all active licenses unless changed.

❓ FREQUENTLY ASKED QUESTIONS (FAQS)

Q. Does transferring a rep # transfer customers or order history?
A. Yes. When re-assigning a rep #, order history should transfer. Reps may need to tap Check for Order History button to sync order history. Unsubmitted orders do not transfer to any other device.

Q. Does transferring a rep # reduce my license count?
A. No. If you're not replacing a rep, reduce your license count manually. The system won't allow you to reduce below your current assigned licenses.

Q. Why can’t a sales rep see their customers?
A. Poor internet during a data sync is often the cause. Have the rep fully log out and back in. If that fails, perform a Refresh Data.

Q. Why do I see a blank white screen when logging into the RepZio app?
A. If you're seeing a blank white screen when logging into the RepZio iOS app, it's likely because your user account doesn't have the correct license assigned. To access the app, you must have a "Standard" license. If your license is set to "Basic" or "None", the app won't load properly, and you'll be unable to log in.
If you're a sales rep experiencing this issue, please reach out to your brand's admin to have your license updated.

Q. Can reps share rep numbers?
A. No. Reps should never share rep numbers. Doing so can lead to customer assignment errors and will require cleanup by the brand’s admin.