How to add reps to customer accounts

If you need to add a rep to a customer account, either so they can view that customer's quotes/details or for internal administrative purposes, here's how.

1. On the left side menu, click "Customers".

2. Select the customer you are needing to add the rep to.

3. Click Reps in the upper right.

From here, type the name of the person you are wanting to add.  They will now have access to that customer's quotes and shipments.