FAQ: Create a booking module for business introducer with a payment link.

Rights management for business introducers and sellers in your team

Introduction

Whether you are working with a business introducer or a salesperson on your team, it is essential to properly manage their rights so that they can act on orders. This management involves inviting them to your team and assigning them the rights appropriate to 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 seller 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 their role. See dedicated article

2. Make sure these changes follow your team's policies.

In the context of a business provider, it is advisable to have reservation modules dedicated to their use. See dedicated article

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