Note: If you are currently on BundleB2B V3.X, please refer to the Super Admins section of our V3.0 documentation for more information on company account masquerade capabilities in this version.
Sales Representative Masquerade
After logging in, the Sales Rep will be directed to the “Dashboard” page.
From the Dashboard page, the Sales Rep will be able to see all of the companies they are assigned to and select a specific company they would like to Masquerade as.
If a sales rep is assigned to a lot of companies, they can use the search bar to locate and search for a specific company or email.
The Masquerade feature allows Sales Reps to log in on behalf of any company they are assigned to through their own Sales Rep account. Click on the “Begin Masquerade” button to start.
After beginning the Masquerade feature, the Sales Rep will be able to confirm which company they are viewing with the company name at the top of every page. In the right hand corner, you will find the button labeled “End Masquerade”.
The Sales Rep will have the ability to see tier pricing and view specific products that are only accessible for that particular company. The Sales Rep will be able to add items to shopping lists, add products to cart, and place an order on the company’s behalf.
Note: The Sales Rep does not have access to the Admin’s account’s “User Management” and cannot delete existing Shopping Lists created by other company account users.