On LE NEW BLACK, you are able to replace an agent's access to your showroom by a new one. This action avoids you to request an extra user. When a new member joins your team, you have two options: you may either ask for a user replacement or delete one and invite the new team member. However, replacing an agent has consequences on confidential data you need to look out for. The decision between these two options rely on your organisation.
If you want the new agent to have the exact same access to clients and orders as the previous one, you may indeed choose the replacement option.
If you do not want the new agent to have access to clients and orders of the previous agent, you need to delete the user to have a vacant user and then invite your new team user.
Request a user replacement
To replace an agent and allow the new one to inherit the same geographical and direct assignment settings, as well as the agent's orders history, you need to send a request to email@example.com or to your account manager. The required information for a replacement is: name, first name, e-mail address of the new agent and the one to be replaced.
Invite a new agent
If you do not want the new agent to inherit the same access as the previous agent. The safest option is to delete the previous agent as shown in this tutorial, and invite the new team member following the steps given in this article. The new agent has to click on the link received in the invitation mail to set his password, which will allow you to create his account and proceed to his client assignments.
Once the user is deleted, if the message 'You have no member invitation left.' is displayed, please contact us at firstname.lastname@example.org with the following information: the first name, last name and e-mail address of the new agent you wish to invite.
After the new agent is created, you need to proceed to the assignment step. You can assign a geographical territory, as well as customers directly from the retailer's sheet as explained in this article.
Warning: If the agent doesn’t complete his registration and does not proceed to create his account via the e-mail received following your invitation, you will not be able to assign him any customer (by geographical territory assignment or by direct assignment). Consequently, if no territory is assigned to your agent, he/she won't be able to create a customer.