Add Reps to the Portal
The last step to completing your Rep Portal setup is to onboard your reps onto your portal.
Overview
Navigate to the Reps page within your Velocity: Commission Maps app
Click Actions > Edit for any rep
Simply enable or disable the "This rep can access the portal" checkbox to provide or revoke rep access
At this point, your rep portal setup should be complete! Any of your reps will be able to visit https://velocity.shop/ to begin placing orders for their respective customers.
Check out the the rep-facing documentation here for more information about the rep-experience and common workflows.
Linking a customer account
To give your rep access to B2B workflows, such as checking out on behalf of other customers, you will need to create a new customer in your Shopify Admin that will impersonate the rep.
Even if your rep already has a customer account, you will need to create a fresh one without any order history.
Once you have created a new customer account for the rep, search for that account while editing the rep as shown in the screenshot above. Once you've done this, your rep will now have access to the "Go to checkout" flow on the rep portal, so long as you have Shopify+.