How a rep agency starts on Vendria: the Partner first, the team after

Summary

A rep agency does not register itself: the one who puts it on Vendria is the company it represents, the supplier. Most of the time it already comes from the supplier's ERP, and you only need to check the list. Then the supplier registers one person, and that first person always comes in as Partner. That is why they need to be someone with general powers over the rep agency. Once they have access, the Partner themselves adds the other members in My Team.

The steps, in order

1. The supplier checks whether the rep agency is already on the list, in Sales reps. With the ERP connected, Vendria creates on its own the rep agencies the ERP declares. Only when it is not there does the supplier register it by hand, with the New sales rep button. In both cases the rep agency has an active contract (the mandate) with that supplier.
2. The supplier registers the Partner, when the rep agency does not have anyone yet (the Members column on the list shows 0). It is on the Members tab of the record: New Member, New person, with their Phone (WhatsApp) and/or Email. Whatever role is chosen, the first person comes in as Partner. Both contacts together are best: the phone links the Partner to Dri and to access from the phone, and the email is where the account confirmation goes.
3. The Partner logs in. With the phone number registered, they talk to Dri on WhatsApp and log in to the site by entering the phone number on the login screen, with no password.
4. The Partner adds the team, in My Team, with the New Member button. Whoever is added there starts as Seller, and the Partner changes the role later, in the Role column.
5. The Partner confirms the account by email, through the confirmation request the supplier sends. From then on, managing the team belongs to the rep agency, and the supplier sees the team as read-only.

Why the first one needs general powers

Partner is the role with the most reach inside the rep agency:

• adds, removes and changes the role of any member;
• works on the quotes of any member;
• confirms the company's account, and with that, managing the team passes to you.

Registering a seller first would make them the Partner, with all that reach. If that happens, register the right Partner and, once they are in, change the role of the first one in the Role column. A rep agency can have several Partners, but it is never left without one.

The first member also gets the main contact star. It grants no power at all: it only marks whom the suppliers reach out to, and it can move to another person later.

Common questions

I am a sales rep. Can I register my rep agency? No. The one who registers it is the supplier you represent. Ask them, saying who the Partner is and what their phone number is.

Do the other members also need to be registered by the supplier? No. Only the first one. The Partner adds the rest in My Team. The supplier can also add them, while the Partner has not confirmed the account.

I already have a Vendria login. Do I need another account to be Partner? No. If the supplier added you through the account you already have, there is no invitation to wait for: Take over the rep agency shows up in My Team, and one click hands managing the team over to you.

I represent more than one supplier. Do I need a registration for each one? No. The rep agency is a single one on Vendria. If it is already registered, the second supplier does not create another: they ask the Vendria team to open the contract with the one that already exists.

For the details of each side, see Membros de uma representação: incluir, confirmar a conta e remover (the supplier) and My Team: who is on your rep agency's team (the rep agency).