Members of a rep agency: add, confirm the account and remove

Where to find it

In your account menu, under Sales reps: open the rep agency and go to the Members tab. The card title says how many members there are, and the search looks up name, email or phone.

Add a member

1. Click New Member.
2. Choose how to add:

• Someone from my company: pick from the list a person who is already on your team. They sign in with the login they already have, and there is no invitation to send.
• New person: fill in Name, Email and Phone (WhatsApp). At least one contact is required.

1. Choose the Role: Partner, Administrative or Seller. Each option shows what the role covers.
2. Check Sales rep's main contact, if that applies.
3. Click Save.

⚠️ With "New person", double-check the contact. If there is no account with that email or phone, a new account is created. One wrong character registers the same person twice.

⚠️ With "Someone from my company", the credit changes. From the link on, the orders the person creates for a customer without an owner are credited to the rep agency. If they are one of your in-house sellers, their customer portfolio becomes the rep agency's portfolio, and who sees those customers changes with it. The screen warns you about this before saving.

The first member joins as Partner

The first person of a rep agency (or the first after it was left without an active Partner) always joins as Partner, whatever role was chosen. That is how the company gets someone to manage it.

So register first the person who answers for the rep agency, with general powers over it. As Partner, this person adds and removes members, changes the role of anyone and works on the quotes of the whole team. Registering a seller first would make them the Partner. See Como uma representação começa na Vendria: o Sócio primeiro, a equipe depois.

You also can't demote the only Partner: register another one first.

In a new rep agency, the shortest path is to register only the Partner, with the Phone (WhatsApp), and give them Dri's contact. The phone is what links the person to Dri on WhatsApp and lets them sign in to the site from their phone. With access, the Partner registers the rest of their team. See Minha Equipe: quem é a equipe da sua representação.

Request account confirmation

Whoever joined as New person needs to confirm their own account. Nothing goes out at registration; sending it is your action:

1. On the member's row, click Confirm account.
2. Choose By email.

The person receives a link and a code. The Access column tracks the state:

• Confirmation not sent: the request hasn't gone out yet.
• Awaiting confirmation · sent N days ago: it went out, and the person hasn't confirmed.
• Confirmed on dd/mm: done.
• Own account — signs in with the login they already have: a linked person from your company; there is no confirmation to wait for.
• No contact — edit to add an email or phone: without a contact the person never confirms. The notice opens the edit form.

To resend, use the row's send icon (Resend confirmation). The previous code stops working. A banner at the top counts how many members still haven't received the request.

Why the Partner's confirmation changes everything

Until the Partner confirms their account by email, you are the one managing the rep agency's team. Once they confirm, management passes to them: the Members tab becomes read-only for you, and New Member, Edit, Password and Remove disappear.

If your company registered the rep agency, you can still add, edit and grant access for a few days after that: the yellow banner shows until when. See A rep agency's profile: mandate, members and portfolio.

Edit, change the password and remove

• Edit changes name, role and main contact. After the person has confirmed the account, email and phone are locked, and the screen explains why.
• Password sets a web access password (minimum 6 characters). It only appears while the person hasn't confirmed, and never for someone with their own account or in a rep agency that serves other organizations.
• Remove ends the link with the rep agency; the person's account keeps existing. If they hold customers, choose the Portfolio destination: with no destination, the customers are left without a seller. Old documents stay assigned to them.

⚠️ In a rep agency that serves other organizations, people's registration is a single one for all of them. Removing here takes away the person's access in all of them, and the portfolio reallocation applies only to yours.

When it goes wrong

"Someone from my company" doesn't appear: the rep agency serves other organizations or has its own CNPJ. Linking someone from your team would give access there too, so Vendria support does that.

"Nobody on your staff is free to join this rep agency.": everyone on your team is already in it or can't join. Use New person for those who don't have an account yet.

You need to remove someone with customers after the Partner took over: transfer the person's portfolio in the Portfolio tab first; with no customers stuck, the Partner can remove them from their own screen.

"Wait a few minutes to resend the confirmation request.": there were too many sends in a short time.