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Changelog

May 26, 2026

Sales Manager Support

You can now set up your sales managers to view their downline rep's activity in the app. To get started, adjust your sales manager's rep permissions under Visibility. To learn more, visit Managing Reps.

May 1, 2026

Rep Notifications

You can now toggle order notifications for orders to be sent to their reps while onboarding them onto the app.

April 27, 2026

Refunds and Terms Commission Delay

Commission calculations can now be optionally delayed until an invoice is fully paid. On top of this, you can also enable a commission clawback setting for order refunds. Both of these features can be found in the Settings tab in the Shopify Admin.

Rep Permissions

Added the Can create customers permission that Admins can assign while onboarding their reps onto the portal.

Help Page Rework

The Help page on the app in the Shopify Admin was reworked to improve the onboarding experience of new users.

March 31, 2026

Rep Portal Bookmarks

You can now add bookmark links for your reps directly within the Rep Portal. This feature gives reps quick, centralized access to important resources like marketing materials, training modules, and more. Learn more

Rep Permissions

Added the Can apply line-level discounts and the Can apply order-level discount codes permissions that Admins can assign while onboarding their reps onto the portal.

Customer Onboarding Form

Added Customer Notes to the customer onboarding form in the Rep Portal. This field will propagate over to Shopify on the customer's card.

March 9, 2026

Commission Programs

You can now build out Commission Programs directly within the teams page. This includes adding commissionable products to a team and setting commission percentages for levels. Learn more

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