How to Create, Edit and Delete a Seller - Spotter V2

Created by Andre Greiner, Modified on Wed, 10 May, 2023 at 10:01 AM by Andre Greiner

In Spotter it is possible to register new users to use the software. You can make these entries when you start your journey in our tool or for as long as you stay with us. 

Here in this article you will learn how to register, deactivate and activate  Sellers Let's go?

Remembering that to make these records it is necessary to be logged in as a manager. 

Register a Seller

To register a  NEW  seller follow the steps below:

1.  On the left side menu, select the  Team

 

In this Team menu there are three upper tabs, in which your team members will be registered: 

  • Pre-sellers;

  • Sellers; 

  • Managers;

  • Groups;

 2.  To register a seller, just access the “ vendors ” tab and click on the blue button: “ Register ”; 

 

3.  On this screen you will enter the registration data for this seller:

  • Name : Seller's name

  • Last name : Seller's last name

  • Email : Seller's email

  • Phone 1 : Phone 1 of the seller.

  • Phone 2 : Seller's phone 2.

  • Time Zone : Field where the time zone where the seller works will be inserted. This field is interesting for companies that have salespeople or sales representatives in different time zones;

  • Business Hours:  Field that will be inserted the business hours that the seller operates. 


4.  Click “ Save ”; 


  

5.  Ready, your new seller is registered.  


Deactivate Seller

After registering a seller, it will no longer be possible to delete him from the system. What can be done is to disable it. Once this is done, he will no longer have access to Spotter. 

To deactivate a seller follow the steps below:  sellers do not consume users of your license.

To deactivate a seller follow the steps below:

1.  Click on the “ Sellers ” tab. Clicking will open the list of all registered sellers;

 

2.  Find the Seller you want to deactivate in the listing. When you find him, click on the blue switch to the right of his name; 

 

3.  When clicked, the Seller will be deactivated where the switch will be 'grey' and will report a message that the user has been deactivated. 



Okay, the Seller has been deactivated. 


Activate a Seller

To activate a deactivated Seller follow the steps below:

 

1.  To activate a deactivated Seller, just click on the gray switch as shown in the print below:

 

2.  After that the switch will turn blue and inform you that the Seller has been successfully activated. 


 


Okay, the seller has been activated.



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