An associate record can be edited at any time when needing to update associate contact information, Edge password, permissions, and commissions. A store owner or store manager with the appropriate permissions may access an associate record to update any information as necessary, such as forgotten passwords.
NOTE: Associate ID numbers CANNOT be changed once assigned. This box will appear grayed out when accessing an existing associate record.
To work with or edit an existing associate record:
- Select Administrative > Associates. The Associates window will appear with a list of current associates.
NOTE: Select Show Inactive Items to include associates who are not active in the list.
- Select an associate’s record and select Edit or double-click on the record. The Edit Associate window will appear with the General tab selected. See the section entitled Adding a New Associate for details on editing these fields.
- Select the Commission tab to edit the fields as described in the section entitled Associate Commissions.
- Select the Security tab to edit the fields as described in in the section entitled Security.
- Select the appropriate save option from the Record Navigation Bar.