Representative list

The Representative list panel displays a list of representatives that matches your search query.

To edit representative information, click that representative’s name in the list.

To delete a representative, select representative’s record from the list and click Delete on the toolbar. You can delete a representative that is not assigned to any entity (e.g., customer) and that has no xDRs generated for them.

The representative’s name, which is also a link that redirects you to the Edit representative page.

Shows the representative’s current status.

• Active (no status is displayed) – the representative is active and receives a commission.
• Not active – the representative doesn’t receive a commission and is only in the database for informational purposes.

The initials of the specific representative.

The email address of the representative.

Click Open to see the list of resellers brought in by this representative.

Click Open to see the list of customers brought in by this representative.

Click Open to see the list of distributors brought in by this representative.

The currency used for calculating the representative’s commission.

Shows whether the representative is managed by an administrator or a specific reseller.

• Change table settings – click Settings in the title bar to customize columns and change row style.
• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click Arrow (or ) next to the column header to re-sort the rows. The list panel displays result in alphabetical order. You can re-sort them in the reverse order.
• Change the default number of results globally – use the Number of results drop-down list in the upper right corner to adjust the maximum number of rows that appear on the panel. By default, the panel displays 25 rows. Once the number is changed, it’s automatically saved, so the same number of rows is shown for PortaBilling entities, e.g., customer, account, reseller, etc.