{"id":3836,"date":"2024-03-26T21:45:54","date_gmt":"2024-03-26T21:45:54","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=3836"},"modified":"2025-09-15T11:49:09","modified_gmt":"2025-09-15T11:49:09","slug":"how-do-i-allow-sales-reps-to-add-and-update-customers","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-do-i-allow-sales-reps-to-add-and-update-customers\/","title":{"rendered":"How do I allow sales reps to add and update customers?"},"content":{"rendered":"<p>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.<\/p>\n<p>To configure this setting, follow these steps: <\/p>\n<ul>\n<li>Log in to the Onsight web console at <a href=\"https:\/\/sales.onsightapp.com\" target=\"_blank\" rel=\"noopener\">https:\/\/sales.onsightapp.com<\/a>.<\/li>\n<li>Click on \u2018Settings\u2019 from the left-hand side menu.<\/li>\n<li>Click on the \u2018Configuration&#8217; menu item.<\/li>\n<li>Click the \u2018Edit\u2019 button.<\/li>\n<li>Scroll down to the &#8216;User permission settings&#8217; section.<\/li>\n<li>Enable &#8220;Allow sales reps to add and update customers&#8221;.<\/li>\n<li>Click the \u2018Save\u2019 button.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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.<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/3836"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=3836"}],"version-history":[{"count":3,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/3836\/revisions"}],"predecessor-version":[{"id":4485,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/3836\/revisions\/4485"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=3836"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=3836"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=3836"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}