Customers Are at the Heart of Any Business
They generate revenue, drive growth, and support long-term success through repeat purchases, brand loyalty, and valuable feedback that helps improve products and services.
👥 Clients Assigned to You
Clients (also referred to as customers) are assigned to you by a brand admin via the backend. To view and manage your assigned clients, log into the RepZio App and tap Clients.
🔹 Note: The customers listed under Clients are specifically those assigned to you. If you see customers outside your assignment, your account may be operating in Showroom Mode or Admin Mode, as enabled by your brand admin.
While the app doesn’t explicitly display which mode you're in, you can typically recognise it by the following:
🏢 Showroom Mode: View all customers in your brand’s portfolio and see orders you've have submitted.
🛠️ Admin Mode: View all customers and see orders submitted by any rep.
🎥 Need a Video Walkthrough?
Click ▶️ below to watch a quick overview of how to manage customers within the app.
❓FREQUENTLY ASKED QUESTIONS (FAQS)
Q. Why can't I see all of my customers?
A. If you’re unable to see all customers assigned to you, try logging out and logging back in to re-sync your account. You can also tap Refresh Data to manually sync.
If a specific customer is still missing, they may not be assigned to you—please reach out to your brand admin for assistance.
⚠️ Important: If your brand has assigned you a rep number that is also assigned to another rep, you may not be able to view certain customers. Each rep must have a unique rep number. Please contact your brand admin to resolve any duplicate assignments.
Q. Why do I see all customers instead of just those assigned to me?
A. If you’re seeing all customers rather than only your assigned ones, your account may be in Showroom Mode or Admin Mode.
🏢 Showroom Mode: Lets you see all customers and the orders you submitted.
🛠️ Admin Mode: Lets you see all customers and orders submitted by any rep.
If this seems incorrect, contact your brand admin for clarification.
Q. How do I work with customers in the Web App?
A. In the Web App (app.repzio.com), once logged in, select the Manufacturer, then click Clients. You must be assigned at least one customer to view the client list or create a new one if allowed.
Q. Can I assign customers to myself?
A. No, only a brand admin can assign customers to a rep. If a customer needs to be added or reassigned, please reach out to your brand admin.
Q. What if a customer isn’t appearing when I search for them?
A. First, confirm that they are assigned to you. If they are and still aren’t showing, try a Refresh Data or check for spelling errors in the search bar. If the issue persists, contact your brand admin.