Flex: How to add, edit or delete Salesperson

This Flex article explains how to make amendments to Salesperson. On occasion you may need to amend Salesperson details, for example:

• If you have a new starter
• If someone changes their name
• If a designer or salesperson leaves

To edit

1. Open the Flex Platform.
   
   
2. Click on the settings cog at the bottom of the left hand menu bar. 
   
   
3. Under User Settings, select User profile.
   
   
4. Make the edit in the Main information area.
   
   
5. Click on the Save User icon:
   
   
   
   Note: This will change all reference names for this user both going forward and retrospectively.
   If you only wish to change Salesperson for one project at a time see article Flex: How to change salesperson and designer for a single project
   
   
6. The program must be closed and reopened for the change to take affect.
   Note: It can take up to 10 minutes before the program is updated with the edited name.

To add or delete

This would be achieved by creating a new user or deleting an existing user.

For detailed instructions on how to do this see article Flex: Admin area

Related articles

Flex: Admin area

Flex: How to change salesperson and designer for a single project