SalesRep Dashboard - Configuration


Configuration

After proper installation the SalesRes Dahsboard is ready to use. The admin can enable or disable the module by navigating to System → Advanced.

The admin can define which group of roles will be able to have the module active and visible on their Panel. To customize each role, the admin can follow the steps presented in the  Sales Rep - Configuration article:

  1. Go to System Permissions → Roles 
  2. Select the role group or create a new role via “Add New Role” button
  3. Click the Role Resources tab on the left 
  4. Select the Dashboard permission
  5. Click “Save Role” 
  6. Repeat for each of the permission roles you wish to make the Salesrep dashboard available.

Get more information about the SalesRep Dashboard Add-On for the Sales Rep Magento® Extension.

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