FAQ: Creating a booking module for business introducers with a payment link.

Rights management for business introducers and sellers in your team

Introduction

Whether you're working with a business introducer or a salesperson on your team, it's essential to properly manage their rights so they can act on orders. This involves inviting them to your team and assigning them the appropriate rights for their role.

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Step 1: Invite the business introducer or seller to your team

• To invite a member: Use the staff invitation feature to add the business introducer or salesperson to your team. See dedicated article

• Case of external business introducers: If the person is external to your company and acts as a business introducer only, you can assign them minimum rights, assigned by default.

  • Minimum rights: These rights only allow you to validate an order and send a payment link to the end customer.

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Step 2: Edit an internal seller's rights

• 1. Si un vendeur interne nécessite des droits plus étendus pour ses tâches :Accédez à la section d'administration des droits.

1. Customize permissions based on your role. See dedicated article

2. Make sure these changes comply with your team's policies.

As a business provider, it is advisable to have dedicated booking modules for their use. See dedicated article

Conclusion

Properly managing the rights of business introducers and sellers helps optimize your team's organization while securing access to orders and payments. By assigning roles tailored to each profile, you ensure smooth and efficient operations while limiting the risk of errors or unauthorized access. Remember to regularly reassess these rights based on the evolution of your business and the needs of your team.

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