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Sales Office Management

Sales Office Management is where you decide who in your company uses the Sales app, what role each person has there and what each role can reach. Company owners and admins manage it from Company settings, without opening the Sales app.

The Offices group in the menu shows one management item for each app your company has, for example Sales Office Management and Investor Office Management. Each works the same way; this page uses Sales as the example.

Who can use it​

Company owners and admins, once the app is switched on for your company. Qik switches the app on for a company.

How to add a member​

  1. Open Company settings › Sales Office Management.
  2. On the Members tab, select Add member.
  3. Choose the app role in the dropdown.
  4. Search company members and select the person to add.

The member list shows each person's Company role, App role and when they were Added. The licenses in use count shows one license per member.

How to change a member's role or remove them​

  • To change a role, pick a new one in the App role dropdown on their row.
  • To remove someone, select the trash icon on their row and confirm. They lose access to the Sales app; their company membership is unaffected.

How to set what each role can reach​

  1. Open the Role access tab.
  2. For each Module, tick View and Edit under each role.

A change here applies to your company only.

Under Terminology, choose what your company calls the companies it sells to in the Sales app. It renames the sidebar, the grid, every dialog and the page URL; your data stays as it is.

How to open the Sales app​

Select Visit Sales Office at the top. It opens in a new tab.