Admin setup
Staff Accounts and Sales Rep Logins
Admin creates the staff record here, assigns the role, sends the invite, and the staff member signs in with their email and a temporary password. Salespeople land in the salesperson portal; office and admin users land in the office dashboard.
1
Create staff record
Name, email, mobile, role and manager.
2
Send invite
The rep receives a temporary password and sign-in link.
3
First sign-in
They set a new password and confirm their mobile.
4
Role-based landing
Sales reps see only their own sales and commission.
New Staff Login
The invite sends the staff member to /login with this email and temporary password. On first sign-in the system forces a password reset.
Access This Login Gets
Salesperson
Manager: Olivia Hart. Shows: Sydney Seniors Expo. Commission: Standard salesperson percentage.
Can enter new sales
Can save drafts and submit to office
Can upload documents
Can see only their own sales, status updates and commission
Salesperson access is deliberately simple: no delivery admin, no company-wide sales, no other reps' commission, and no product costs.
Current Staff Logins
3 users
| Name | Role | Access scope | Status | Last login | Actions | |
|---|---|---|---|---|---|---|
Mia Chen 0412 440 118 - Manager: Olivia Hart | mia@restwell.example | Salesperson | Own sales only | Active | Today | |
Ari Patel 0408 115 220 - Manager: Olivia Hart | ari@restwell.example | Salesperson | Own sales only | Active | Yesterday | |
Nina Clarke 0430 882 110 - Manager: Olivia Hart | nina@restwell.example | Sales Manager | Assigned team sales | Active | 2 days ago |
Where Staff Log In
Server-side Rules Backing This
Users are tenant-scoped staff accounts with password hashes.
Roles decide the landing page and visible records after sign-in.
Salesperson role sees own sales, own customers and own commission only.
Managers can be given team access without exposing product costs or other staff earnings.