How do I update the email address or phone number of a sales rep?

If a sales rep's contact details have changed, an admin can update their phone number directly from the User settings. Email address changes follow a different path.

» How to update a sales rep's phone number

1. Log in to WizOrder as an admin.
2. Go to Settings → User Management → Users.
   
   
   
   
3. Find the sales rep you want to update and click on their name.
4. Update the Phone Number  field with the new number. 
   
   
5. Click Save to apply the changes.

» How to update a sales rep's email address

Since the email address is also what the sales rep uses to log in, it can't be edited directly. To change it, create a new user with the correct email first, then deactivate the old one and merge the data across.

Create a new user with the correct email address

1. Log in to WizOrder as an admin.
2. Go to Settings → Users and click Add User.
3. Create a new user with the correct or updated email address. Assign the same role and permissions as the existing sales rep.
4. Once the new user is created, go back to the existing (old) sales rep record.

Deactivate the old user and move their data to the new user

1. Open the existing (old) sales rep's user details page.
   
   
2. Go to the Status field and set it to Inactive. 
   
   
   
   
3. A pop-up will appear asking you to select the user to move the data to. Choose the newly created user, this will move all customers, orders, and quotes created by the old rep to the new one. 
   
   
   
   
4. Once the merge is complete, the old user will show as Inactive in the Status column.
   
   
5. To reactivate the old user later, click the three-dot menu in the Action column on the Users page and select Reactivate.