Adding a Representative to Customer(s)

All Representatives will have an Item Catalog added to their account. In order for the Supplier Representative to have access to Customers (listed as Sites in their Jellyfish Menu), an Owner, Admin or Sales Manager will have to add the Representative to the Customer Account. 

From the Main Menu > go to your "Customer List". Next click on the Edit icon under "Actions".

On the "Edit Customer" page, you will see "Select Item Catalogs" with the Item Catalog that was previously added to the Customers account. To add a new or update the existing Item Catalog click "Add Item Catalog". 

A list of Item Catalogs will populate. 

If you are keeping the same Item Catalogs but updating the Representative, click "Save". If you are changing the current Item Catalog, click your new Item Catalog desired and then click "Save". 

Now, a list of your Representatives added to the Item Catalog selected will populate. Select the desired Representative, then click "Save". 

Once complete, your Representative will have this customer listed under their "Sites" in Jellyfish.