Sales users are able to track leads, build applications, view merchant and commissions data. Each sales user should be a registered sales representative with Elavon. They will be provided a 5-digit rep ID that will be essential when creating a new Sales User Account.

Add/ Edit form is fairly self explanatory due to highlighted required fields and field validation. The fields that are not highlighted are not required but can be helpful if collected. More details below.

Salesperson ID

Elavon assigned sales representative code used to identify the sales person in Elavon's systems and used to assign merchants to the sales user when accounts are approved by Elavon.

Division

All systems are created with one division, "Main", however sales users can be assigned to other divisions, if other divisions have been added. Putting a sales user in a division will allow an admin assigned to the division to see the sales user's data.

Username

Whenever the sales user logs into the system they will use this username and a password. Usernames are case sensitive and emails are good options.

Start and Terminated Dates

These dates are purely for your knowledge and do not effect the system or reflect in any reports.

Access Website checkbox

The access website checkbox activates or deactivates the sale user's credentials and can effect whether or not the sales user populates in system menus.

When adding a sales user to the system, you can save with this box unchecked and the system will not activate the credentials and will no send out a password setup request.

However, if upon creating the sales user you check this box, the user's credentials will activate and a password setup request will be sent to the user's email address.

Banking information can be entered for storage and can be used to generate a NACHA file after calculating commissions.

Checking the ACH box, includes this payee in the NACHA file.

Management and commissions allows default commission assignments to be applied. Because applications are submitted per sales users, the approved record is tied to the sales user, and via these assignments the system completes the commission breakout form with these default commission assignments.

Commission %

This is the sales user's default commissions percentage

Manager 1 (%) - Salesperson 4 (%)

These fields are all optional but when used are applied to each of the sales user's approvals. Are often referred to as "overrides".