How do I allow sales reps to add and update customers?

If a sales rep has been allocated to a customer account then they will be able to access that customer account and view the details for that customer. In Onsight, by default, only administrators can add or edit customer accounts. In order to allow sales reps to add or edit customer accounts, a config setting needs to be changed. Once this setting is enabled, sales reps are able to edit the details for the customer accounts that have been allocated to them. They can also add new customers.

To configure this setting, follow these steps:

  • Log in to the Onsight admin console at
  • Click on ‘Setup’ from the left-hand side menu.
  • Click on the ‘Configuration’ menu item.
  • Tick the checkbox next to “Allow sales reps to add and update customers”.
  • Click ‘Save’.