Add representative

To add a representative, go to the Representative list page, click + Add, and fill in the details.

To save the representative, click Save. To save and continue editing the representative details, click Save & Edit details. To create more representatives, click Save & Add a copy.

Type a unique name for the representative.

Type initials for the representative. Initials appear on sales forms. It allows you to associate the specific representatives with the specific sales in order to track their income.

Select a currency used for commission calculation. Once saved, the currency can’t be changed.

Note that the representatives and the customers they bring in can operate in different currencies – e.g., USD and EUR. PortaBilling automatically converts the currency for the representative's commission.

Specify whether the representative is managed by the reseller admin or a specific subreseller.