Customer Account Management Groups

Use Customer Account Manager Groups to limit what each Sales Agent can see. A Sales Agent only accesses the Customers, Sales Orders, Line Sheets and Selections in their own Group.

#Step 1: Create a user for your Sales Agent

Follow General Settings - User Management - Add New User

If your user allowance is maxed out, you will need to purchase an additional licence.

You can purchase additional users directly in Zedonk, or email [email protected] for more information.

#Step 2: Create your Account Manager Groups

Follow Customer Settings - Customer Account Manager Groups to create your Groups and set Commission rates.

#Step 3: Set the Sales Agent’s System Permissions

Go to General Settings > User Management, click the Sales Agents Username, then open the System Permissions tab.

Tick these settings (on)

1. Account Manager > Restrict Access by Account Manager Group. This limits the user to:

   • Customers in their Group only.
   • Line Sheets created by their own user only, sent only to Customers in their Group.
   • Their own Selections only.
   • Creating and viewing Sales Orders for Customers in their Group only.

Untick these settings (off)

1. Settings > Customer Settings > Customer Account Manager. The user cannot view Account Manager Groups in Settings or edit Commission in a Customer or Sales Order.
2. Settings > Customer Settings > User Customer List. This hides the User Customer List tab.
3. Settings > General Settings > Users Management. The user cannot open user permissions or switch their own restrictions off.

Important: Untick any other settings or modules you do not want the Sales Agent to use. Anything left ticked stays available to them.

#Step 4: Choose which Groups the user belongs to

After you tick Restrict Access by Account Manager Group, a new tab called Account Manager Groups appears under System Permissions.

Tick the Group(s) the Sales Agent belongs to, then click [Save].

You can also manage this in Settings > Customer Settings > Customer Account Manager Groups, on the User Customer List tab.

#Step 5: Assign Customers to a Group

One Customer

Open the Customer, choose the Account Manager Group, edit the Commission if needed, then click [Save].

Several Customers

1. Tick the Customers in the Customers list.
2. Click Selected > Bulk Actions.
3. At Step 3, choose the Account Manager Group, tick Add/Update Commission and enter the rate.
4. Click [Perform Action].

For more information see, Customers - Bulk Actions.