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:
- Click Administrative > Associates. A list of active associates will appear.
NOTE: Select Show Inactive Items to include associates who are marked inactive.
- 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.
- Select the Commission tab to edit the fields as described in the Associate Commissions section .
- Select the Security tab to edit the fields as described in the Associate Security section .
- Select the Goals tab to edit the goals as described in the Associate Goals section .
- To save changes click one of the Save options on the record Record Navigation Bar at the bottom.