The list under Sellers and their share shows your working sellers by themselves: staff whose job role is Seller and who are active in HR › Staff. Anyone else, such as a manager or an Admin who also answers chats, is listed only when you add them with Add someone else.
Where to find it
Admin › CRM › Inbox › Inbox settings (সিআরএম › ইনবক্স), box 1. Sellers and their share.
It needs the Inbox settings tick. The store owner (Super Admin) always has it, and the Admin gets it with the role.
How it works
- Working sellers come by themselves. When you give someone the job role Seller and their HR profile is active, they appear in the table.
- People who left drop off. A seller whose HR profile is no longer active is not listed. Managers and Admins are not listed either, unless you add them.
- Adding someone by hand. Choose the person under Add someone else and press Add to the list. The message says: "… is on the list — tick them, give a share and pages, then Save shares." If they have no Inbox tick on their login, it also says they need it.
- Added people are marked. They show · added after their name, with a small remove link.
- Removing someone. Press remove. They leave the list and stop getting new chats.
Example: at Rangdhanu Fashion, Mitu and Rafi are sellers, so they are listed. The manager, Sumi, answers chats on Fridays. The owner adds Sumi with Add someone else, ticks her, gives her 20% and presses Save shares.
The shares have their own Save
The table has its own Save shares button. Other buttons on the page, such as Save rules, do not save the shares.
- When you change a share, the bar under the table turns yellow and stays in sight, with · not saved yet next to the total.
- If you then press another Save on the page, you are asked first: the unsaved shares would be lost. Press Cancel, then Save shares.
- Leaving the page with unsaved shares also asks first.
Common problems
- A seller is missing. Check their job role is Seller on Users & logins and their profile is active in HR › Staff. Or add them by hand.
- "… cannot answer inbox chats". A ticked person has no Inbox tick on their login. Give them Inbox — own chats, or untick them.