Sales Team
What it does
Section titled “What it does”Sales Team lists the people who can sign in to the Sales app. You add a rep with a name, an email and a first password. They can then sign in to the Sales app, and only the Sales app. They cannot open this console or see any hotel’s payouts, settlement or guest data.
You can switch a rep off at any time. A rep who is deactivated is signed out of the Sales app straight away.
Who can use it
Section titled “Who can use it”Upstay platform operators only. A sales rep cannot open this page.
Where to find it
Section titled “Where to find it”Sales team under People in the platform rail, next to Operators.
How to add a rep
Section titled “How to add a rep”- Open Sales team.
- Click Add a rep.
- Enter Name and Email.
- Enter Mobile (optional) if you want the rep to be able to sign in with their mobile number too.
- Enter First password (min 12).
- Click Add rep.
- Copy the email and password shown on the screen and send them to the rep yourself.
- Click Done.
No invite is emailed. The password is shown once, on this screen, and is not shown again.
How to deactivate or reactivate a rep
Section titled “How to deactivate or reactivate a rep”- Open Sales team.
- Find the rep and click Deactivate, or Reactivate for someone you switched off earlier.
- Confirm the question that appears.
A deactivated rep shows Deactivated in the list and cannot sign in until you reactivate them.
Tips & good to know
Section titled “Tips & good to know”- Your own operator sign-in also works in the Sales app. You do not need a Sales Team account for yourself.
- A rep sees the whole Sales app. There are no smaller permissions inside it.
- This page does not reset a rep’s password.
- Deactivating a rep does not delete them or anything they entered in the Sales app.
Troubleshooting
Section titled “Troubleshooting”- Add rep stays greyed out → Fill in Name, Email and a First password (min 12) of at least twelve characters.
- A rep says they cannot sign in → Check that they show Active in the list, and that you gave them the email exactly as it appears there.
- A rep is signed out unexpectedly → Check whether they were deactivated. Reactivate them if that was a mistake.