Quote Snap Documents
Get app
Customer B2B & DTC Version
Customer B2B & DTC Version
  • 🌟About Quote Snap
  • 🚀Getting Started
    • Get started
    • App overview
    • Connect email
    • Google Recaptcha Keys
  • 🎯Main features
    • 1️⃣Quote Button
    • 2️⃣Hide Price
    • 3️⃣Hide "Add to cart" button
    • 4️⃣Hide Buy Now Button
    • 5️⃣Quote Cart Widget
    • 6️⃣Quote History Widget
    • 7️⃣Quote Form Builder
    • 8️⃣Quote management
      • Create a quote manually
      • Send quotation email
      • Export quote
      • Create draft order
    • 9️⃣Customer Account
    • 🔟Discount settings
  • 👨‍💻SALESPERSON
    • Create account
      • Edit and delete account
    • Assign quote
    • Salesperson guide
  • 🔧Other Features
    • General Settings
    • Template
    • Page 1
  • 🗣️Language Setting
    • Quote PDFs
    • Emails
  • 🌟Advanced features
    • Automatically create draft order
    • Show viewed product list
    • Tracking UTM source
    • Webhook setting guide
  • 📚FAQ
    • Quote Button display
    • Hide Price
    • Quote Form
    • Email Settings
    • Tax in draft order
  • 🙌Integration
    • Page Builder
    • Integrate with Facebook Pixel
  • 💰Plan charge
    • Charge policy
    • Discount code
    • Pricing Plan
  • 💰Notification
    • How to get Telegram Bot Chat ID?
  • Privacy Policy
  • Change Log
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  1. SALESPERSON
  2. Create account

Edit and delete account

PreviousCreate accountNextAssign quote

On the Salesperson list name, you can click on their name to edit their information or permissions.

You cannot change their email after creating. If you want to change their email, create a new salesperson account.

After changing your information, click Save. After updating, their link to app will be automatically updated to their new information.

You can also delete a salesperson account.

After deleting them from salesperson list, they no longer have access to app Quote Snap. If they still click on the link they've got from email, they will be redirected to Shopify admin.

You can also activate a salesperson. When an account is inactive, you cannot to them.

👨‍💻
assign quote