Disclaimer: Not all features shown are available with the standard LilyPad Vortex package.
Salespeople Settings #
- Fishbowl Salesperson (Salesperson) — Must be selected when creating a new salesperson. Required field.
- Username (Salesperson) — The salesperson’s username. Required field.
- Password (Salesperson) — The password for the new salesperson. Required field.
- Email Address (Salesperson) — The email of the new salesperson. Required field.
- Landing Page (Salesperson) — Sets the page the salesperson sees when logging into Vortex. Options include the Home Page, Submitted Orders, Categories, and more.
- Language (Salesperson) — Sets the language for specific salespeople.
- Manager View — Select which other salespeople this user will be the “Manager” over. Lets you choose from other created salespeople.
- Access To Order Queue (Salesperson) — Gives the salesperson access to the order queue: no access, only their own orders, or all orders in the queue.
- Grant Admin Privileges in LilyPad (Salesperson) — Gives the salesperson the same privileges as the admin in LilyPad Vortex.
- Limit To Class (Salesperson) — Limits a user’s access to only customers assigned to their specific class. Classes are specified within Fishbowl and found in Vortex under the “i” on the header after selecting a customer.
- Access To All Customers (Salesperson) — Lets the salesperson see all orders and information for all customers.
- Product Tree (Salesperson) — Limits which products the salesperson has access to. If all options are left unchecked, they have access to all products; checking at least one box restricts access to all others.