A rep is a person you pay commission to. Reps live under Reps in the Velocity app, where you create them, set what they can see and do, and archive them when they leave.

Creating a rep does not by itself earn them commission. A rep is paid once they are placed on a team and assigned territories, or given an ownership or override. See How Commission Is Assigned.

Open Reps and select Add rep, then enter the rep's details.

A rep identifier is required and cannot be changed later. Use whatever identifier your organization already uses for that person. If you do not have one, any unique value works.

New reps appear in the list and can then be added to a team's structure.

Select Import on the Reps page to add and update many reps from a spreadsheet. This is the way to make the same change across a lot of reps at once, since the list itself does not support selecting multiple rows.

Reps are matched on Identifier. A row whose identifier already exists updates that rep, and a row with a new identifier creates one. The spreadsheet uses these columns:

The import reports a warning per row when a value cannot be used, such as a customer ID that does not exist or is already linked to another rep, so it is worth reading the result before assuming every row applied.

Select Actions on the rep's row, then Edit.

From here you can change the rep's name and email, set their linked customer account, enable order notifications, and set their permissions. The linked customer account is required if the rep places orders on behalf of customers in the Rep Portal.

To pay a rep a different rate from the rest of their level, select Actions, then Negotiated Rates.

A sales manager is a rep who can see the work of the reps below them in the team's hierarchy.

In the rep's permissions, open the Visibility dropdown and select Can see resources that downline reps can see. The manager then sees every customer, order, and draft order their downline reps can see.

Archiving is how you take a rep out of service without losing their commission history. Select Actions on the rep's row, then Archive.

An archived rep:

Their past commissions are kept and continue to appear in the Commissions section and in reports.

Archived reps are hidden from the list by default. Select Filter, open Rep Status, and select Show disabled reps.

Find the rep, then select Actions and Restore. Archived reps carry a Disabled badge in the Settings column, so they are easy to pick out once shown.

Select Actions on the rep's row, then Delete.