How can I add a user who is already created to a sales agent, and how can I set a user to multiple agents or assign them to an agent group so that anyone in that agent group can shop through the customer's account?
There is currently no specific feature to assign a customer to multiple agents or a group. However, we do have a setting which allows all agents to manage all customers:
If you need finer control over this, I can provide a PHP code snippet to allow you to select specific agents or specific groups, via PHP code.
How can I add a user who is already created to a sales agent,
To add an existing customer to an agent, you would need to go to that customer's user profile page (on the backend) and select the agent here under "agent assigned to this customer":
How can I add a user who is already created to a sales agent, and how can I set a user to multiple agents or assign them to an agent group so that anyone in that agent group can shop through the customer's account?
Hi Alexander,
There is currently no specific feature to assign a customer to multiple agents or a group. However, we do have a setting which allows all agents to manage all customers:
If you need finer control over this, I can provide a PHP code snippet to allow you to select specific agents or specific groups, via PHP code.
How can I add a user who is already created to a sales agent,
To add an existing customer to an agent, you would need to go to that customer's user profile page (on the backend) and select the agent here under "agent assigned to this customer":
Kind regards,
Stefan