Orderverse DocsSales Rep Overview
Understand the Sales Rep role — what it can access, what is restricted, and how seat limits work.
Overview
The Sales Rep role lets team members create and manage orders on behalf of customers. Sales Reps have access to the full order-entry workflow but cannot access Configuration, Billing, or Members.
Sales Rep accounts are invited by the workspace Owner via Configuration → Members. Each plan includes a fixed number of Sales Rep seats.
What Sales Reps can do
| Capability | Details |
|---|---|
| Create orders | Full new-order flow (Excel Mode and POS Mode) for any customer. |
| Confirm orders | Confirm a draft order immediately during creation. |
| View customers | Read-only access to the customer list and customer details. |
| Price override | Override the line-item price on any order (reason required). |
| Send payment link | Email a payment link to the customer when confirming an order. |
| Saved drafts | Save in-progress orders to resume later (Hold as Draft). |
What Sales Reps cannot do
- Access Configuration tabs (business profile, tax, freight, integrations, etc.)
- Access Billing or manage the workspace subscription
- View or manage Members
- Edit or create customers
- Generate invoices manually
- Revert or delete orders
Seat limits
| Plan | Sales Rep seats |
|---|---|
| Starter | 1 |
| Growth | 3 |
| Scale | 15 |
If the seat limit is reached, the Owner cannot invite additional Sales Reps until a seat is freed or the plan is upgraded. An error is shown in the invite dialog when the limit would be exceeded.
Order source
Orders created through the Sales Rep flow are tagged with the source Sales Rep on the order record. This is set automatically by the server based on your role and is visible in the order detail view.