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

> For the administrator: add members to a rep agency company, choose the role, ask for account confirmation by email and remove people who left.

Source: https://vendria.com/en/ajuda/membros-de-uma-representacao

## 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.
3. Choose the **Role**: **Partner**, **Administrative** or **Seller**. Each
   option shows what the role covers.
4. Check **Sales rep's main contact**, if that applies.
5. 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](/ajuda/como-a-representacao-comeca-na-vendria).

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](/ajuda/minha-equipe-da-representacao).

## 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](/en/ajuda/ficha-da-representacao-mandato-membros-e-carteira).

## 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.