User can manage settings for his account. To view these settings

  • Open Slide Menu where user email address is displayed.

  • Use the Edit option which will allow user to edit profile and password details as shown in following figure


 

      


    1. Profile

        Sales representatives can update his basic details as follows

    • First Name

    • Last Name

    • Phone

    • Secondary Phone

    1. Password

Sales representative can change his password, by entering and confirming his old and new password.


    1. Work as Manager/Individually ( For sales Managers only)

      If you are a sales manager, you can work as individual sales person and as manager also. For the ease of switching with the two user permissions you can use this option to Work as Individual / Work as Manager from the more option at the top right corner as shown in below figure