Use the Representative Roles Page to add or customize roles (e.g., accounting role for financial emails).

Add representatives via the company page; those without roles only get order-specific emails.

Convert or merge customer accounts into company accounts to centralize invoices and addresses.

Assign representatives directly to orders to manage responsibilities.

Enable commission tracking and set percentages in general settings.

Assign sales reps to customers and orders for proper commission attribution.

Generate and export sales commission reports based on assigned orders.