How to create user for Sales Person?

You can create via below steps:

Click on Employees Tab > Employee

Click on +New User as shown in the below image.



The Add New User window will be displayed.



Fill in all the details such as Name, Email, Username and Designation.

Select Access Role - Click on Sales to add Sales User and Save.



The User name will appear on the User Screen with option to Edit Profile, Make Inactive and Change Password.

This user will have access only to the Income Menu. The Sales user will be able to create customers, create Quotations / Estimates, Create Invoice and Receive Money. This user will not have access to purchases and reports.

Kindly check your subscription plan for creating additional users.

You may also read about
How to create Projects?
How to add a New Bank Account ?
Sales Reports in ProfitBooks
How to view Customer Statement?
How to see debtors / receivable ageing statement?
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