How to add a salesman so they can use the phone app

Steps

1. 1

   Step 1: In the menu, click Employees. You see everyone, whether they are working today, and how many bills they made.

2. 2

   Step 2: Click Invite Employee.

3. 3

   Step 3: Type the salesman's name, email address and mobile number. They sign in to the phone app with this email.

4. 4

   Step 4: Choose the role: Distributor for van salesmen who bill and collect money; Salesperson for staff who only take orders from shops.

5. 5

   Step 5: Set a first password of at least 8 letters or numbers, and tell it to the salesman.

6. 6

   Step 6: Click Invite. The salesman can now sign in on the phone.

7. 7

   Step 7: To control what they can do (for example discounts or credit bills), click Access on their row and switch each permission on or off.