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Edit Member Profile Settings (Admin Only)

My Account

Edit Member Profile Settings (Admin Only)

Administrators can edit users, such as changing passwords or promoting a user to an admin.

Last updated on 24 Mar, 2026

How to Access Each Member's Profile:

  • Click on My Account

  • Click on Manage

  • Scroll down to the Members (admins and reps) section

  • Click on the profile to be updated

  • Click Save

Member Profile Settings:

Receive Order Confirmation Emails and Invoices? -- When an order is confirmed, the user will receive an email notification.

External Identifier fields -- These can be used at your discretion.

Password -- If a password needs to be changed, it can be updated here.

Commission Rate -- Rep Level commission rate.

Receive Order Placed Email Notifications? -- When the order is placed, the user will receive an email notification.

Include on Dashboard Comparison Charts? -- This manages the rep's visibility on the Rep Comparison and Year-by-Year Comparison charts on the dashboard.

Administrator? -- This setting dictates if the user is an admin or a rep level user.

Re-assign accounts -- If this user's accounts needed to be re-assigned to another user, then the person can be selected here.

Disabled? -- Disabling a user will prevent them from logging in and accessing any information.
It will also disable any Scheduled Reports created by this User.

Accessible Warehouses -- This setting dictates the warehouse(s) the user can see / sell out of.

Primary Warehouse -- Orders placed by this Sales Rep will be fulfilled from this Warehouse by default.

Login Ability -- Allowing a user to login will automatically make them billable.








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