By default, staff and editor roles have no access to sales — only advisers do. Advisers control whether staff members can access the Sales area of eDesign.
How to Grant Sales Access to Editors and Staff
- Go to Settings > Staff Setup (accessible only to advisers).
- Find the staff member you want to adjust and click Edit.
- Locate Business Permissions
- Select desired access level:
- Sales Staff: Can only record sales — they can take orders and enter data, but cannot change pricing or access sales setup.
- Sales Manager: Full access to everything — sales setup, Send and Sell messaging, and sales reports — the same view as an adviser.
- Be sure to select the correct project/year (e.g., 2026) that these permissions apply to.
- Click Save Changes. The staff member will see the updated Sales tab the next time they log in.