Editing Associate Records


An associate record can be edited at any time when needing to update associate contact information, Edge password, permissions, and commissions. A store owner or store manager with the appropriate permissions may access an associate record to update any information as necessary, such as forgotten passwords.

NOTE: Associate ID numbers CANNOT be changed once assigned. This box will appear grayed out when accessing an existing associate record.

To work with or edit an existing associate record:

  1. Click Administrative > Associates. A list of active associates will appear.
    NOTE: Select Show Inactive Items to include associates who are marked inactive.
  2. Select an associate’s record and select Edit or double-click on the record. The Edit Associate window will appear with the General tab selected. See the Adding a New Associate section for details on the General tab.
  3. Select the Commission tab to edit the fields as described in the Associate Commissions section .
  4. Select the Security tab to edit the fields as described in the Associate Security section .
  5. Select the Goals tab to edit the goals as described in the Associate Goals section .
  6. To save changes click one of the Save options on the record Record Navigation Bar at the bottom.
Updated on Tue, 25 Mar 2025 by Dominick Mastri

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