By default, an agent (sales rep) assigned to a country or geographical area can only create retailers from his/her own area. You may allow him/her to create retailers from any zone by using the Extended mode.

On Le New Black, you may also restrict an agent's visibility over a retailer.

• Set the association mode
• Disable an agent's visibility over a retailer

Set the association mode

By default, an agent (sales rep) assigned to a country or geographical area can only create retailers from his/her own area. You may allow him/her to create retailers from any zone by using the Extended mode.

- Basic (Add contacts from assigned countries only): This level, set by default, only authorises retailers' creation from the country or geographical area to which the agent is assigned.

- Extended (add contacts from any country): this level authorises retailers' creation from any zone combined, regardless of its country association.

Disable a retailer's visibility to an agent

There are two ways of restricting a retailer's visibility to an agent.

The first is if you have an agent who is assigned to a single geographical area but you also have customers which you don't want him/her to see or for who you don't want him/her to be able to place orders. You can deactivate a retailer's assignment to an agent in the following way:

1. Go to the menu Customers > Retailers
   
   
2. Click on the relevant retailer
   
   
3. Go to the Settings tab
   
   
4. Select No at Enable assignment line in the Sales representative assignment section
   
   
5. Click on SAVE

Once the assignment deactivated, the retailer will not be visible to any agent and will only be accessible to the following roles: Brand manager, Sales manager and Sales admin.

The second way is to remove the geographical zone from the agent's assignment settings and then choose the Extended association mode. You can then assign the agent directly to the retailer so that he can only access customers' data (store information and all orders) you have assigned him.