--- title: Buyer Representative description: The Buyer Representative section allows you to manage the list of Buyer Representatives and view their detailed profiles. Also, you can manage the Pre-Registered Buyer Representatives list. --- [Skip to content](https://support.phonexa.com/buyer-representative#main-content) [![phonexa\_logo-white](https://support.phonexa.com/hubfs/phonexa_logo-white.svg)](https://support.phonexa.com/?hsLang=en) Open main navigation Close main navigation - [➜\]](https://phonexa.com/) [➜\]](https://phonexa.com/?hsLang=en) Phonexa Support Center - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.phonexa.com/?hsLang=en) 2. [LMS Sync & Call Logic](https://support.phonexa.com/lms-sync-call-logic?hsLang=en) 3. [Client Management](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#client-management) # Buyer Representative ## The Buyer Representative section allows you to manage the list of Buyer Representatives and view their detailed profiles. Also, you can manage the Pre-Registered Buyer Representatives list. To view the list, go to the **Client Management \> Setup \> Buyer Representative**section. The section contains two tabs: - [**Buyer Representative** **list**.](https://support.phonexa.com/buyer-representative#B) *Note: The Buyer Agent Senior can view and manage all the Buyer Representatives.* *The Buyer Agent can view and manage only the Buyer Representatives that were assigned to him.* - [**Pre-Registered Buyer Representatives**.](https://support.phonexa.com/buyer-representative#P) *Note: The Buyer Agent Senior and the Buyer Agent can view and manage all the* Pre-Registered Buyer Representatives*.* #### **Buyer Representative** **list** The **Buyer Representative** tab allows you to view and manage the list of all Buyer Representatives registered in the system. The list contains the following information: - **ID**: The unique identification number of the Buyer Representative. - **Nickname**: The nickname of the Buyer Representative. - **User Activity:** The activity status of the Buyer Representative: - **Online:** The last activity was less than 10 minutes ago. - **Recently Online:** The last activity was less than 30 minutes ago. - **Away:** The last activity was less than 1 hour ago. - **Offline:** The last activity was more than 1 hour ago. - **First Name:** The first name of the Buyer Representative. - **Last Name:** The last name of the Buyer Representative. - **Email**: The email address of the Buyer Representative. - **Phone:** The phone number of the Buyer Representative. - **Status**: The status of the Buyer Representative *(Active, Deleted, Disabled)*. - **Buyers**: The name of the assigned Buyer. - **Registration Date**: The date and time when the Buyer Representative was registered. - **Expiration Date**: The date and time when the Buyer Representative’s access expires. - **Manager**: The name of the assigned Manager. - **Group(s)**: The assigned system role(s). - **Prepaid:** The indication whether the Buyer has a prepaid model. You can narrow down the search results by using the following filters: - **Email / Nickname / ID**: Enter the Email address, Nickname, or ID of the Buyer Representative.  - **Buyer**: Enter the name of the assigned Buyer. - **Status**: Select the status of the Buyer Representative user *(Active, Deleted, Disabled, Pending)*. - **Manager**: Select the assigned Manager.  - **Registration Date**: Select the date of the Buyer Representative’s registration. - **Expiration Date**: Select the date when the Buyer Representative’s access expires. - **Last User Activity Within:** Select the range for the Buyer Representative’s last activity (*Week / Two Weeks / Month / Three Months / Six Months / Year*). - **No User Activity For More Than:** Select the range for the Buyer Representative’s inactivity (*Week / Two Weeks / Month / Three Months / Six Months / Year*). - **Prepaid:** Select whether the Buyer has a prepaid model. [![buyer representative 1](https://support.phonexa.com/hs-fs/hubfs/buyer%20representative%201.png?width=688&height=267&name=buyer%20representative%201.png)](https://support.phonexa.com/hubfs/buyer%20representative%201.png?hsLang=en) #### How to Edit Buyer Representative User To edit the **Buyer Representative** information, click the "**Edit**" button in the "**Action**" column and fill in the following fields in the **“Edit”** pop-up window: - **Email**: *Please, use "****View****" =\> "****Contacts****" to change the primary email.* - **NickName**: Enter the nickname of the **Buyer Representative.** - **Groups**: Select the group to assign the system role to the Buyer Representative. - **Status**: Select the status of the Buyer Representative user *(Active, Deleted, Disabled, Pending)*. - **Expiration Date**: Select the date when the Buyer Representative’s access expires. - **Two-Factor Authentication**: Shows the information about two Two-Factor Authentication *(Enable / Disable).* - **Available products (by group)**: Shows the information about the products accessed on the group level. - **Available products (LMS/Call Logic)**: Select the available product for the Buyer Representative. *Note: This option overrides the group product permission settings.* - **Available components (by group)**: Shows the information about the components accessed on the group level. - **Available components**: Select the available components for the Buyer Representative. *Note: This option overrides the group product permission settings.* - **Limited Reports Access**:Click to enable/disable limited report access. [![buyer1](https://support.phonexa.com/hs-fs/hubfs/buyer1.png?width=439&height=906&name=buyer1.png)](https://support.phonexa.com/hubfs/buyer1.png?hsLang=en) #### How to Change the Password for Buyer Representative To change the password for the **Buyer Representative**, click the "**Change Password**" button in the "**Action**" column and fill in the following fields in the **“Change Password”** pop-up window: - **New password**: Enter the new password. - **Repeat password**: Repeat the new password. [![buyer2](https://support.phonexa.com/hs-fs/hubfs/buyer2.png?width=440&height=264&name=buyer2.png)](https://support.phonexa.com/hubfs/buyer2.png?hsLang=en)To log in under the selected **Buyer Representative** user, click the “**Superlogin**” button opposite the selected user. #### Buyer Representative Setup Page To view the additional information about the **Buyer Representative**, including general data, contact details, existing tickets, login history, and user logs, click the "**View**" button in the "**Action**" column. The system will redirect you to the **Buyer Representative** information section. This section contains the following tabs: - [**Main**.](https://support.phonexa.com/buyer-representative#M) - [**Contacts**.](https://support.phonexa.com/buyer-representative#C) - [**Tickets**.](https://support.phonexa.com/buyer-representative#T) - [**Login History**.](https://support.phonexa.com/buyer-representative#L) - [**Logs**.](https://support.phonexa.com/buyer-representative#L1) #### **Main** The “**Main**” tab allows you to view the general information about the **Buyer Representative** and contains the following information: - **Nickname**: The nickname of the Buyer Representative. - **Main email**: The primary email of the Buyer Representative. - **Status**: The Buyer Representative status *(Active, Deleted, Disabled)*. To change the user\`s status, click the button with the “**Gear**” icon. In the “**Change Status**” pop-up window, select the status in the “**Status**” field and leave a comment. To complete, click the “**Save**” button. *Note: If you select the “****Deleted****” status for the Buyer Representative, it will be deleted from the system.* - **Name**: The name of the Buyer Representative. - **Registration Date**: The date and time when the Buyer Representative’s was registered. - **Expiration Date**: The date and time when the Buyer Representative’s access expires. - **Groups**: The assigned system role(s). Click the “**Export to CSV**” button to export all data to the “CSV” file. [![buyer3](https://support.phonexa.com/hs-fs/hubfs/buyer3.png?width=688&height=272&name=buyer3.png)](https://support.phonexa.com/hubfs/buyer3.png?hsLang=en) #### **Contacts** The “**Contacts**” tab allows you to view, add, and remove the contact details of the Buyer Representative. It contains the following information: - **Type**: The type of contact *(Email, Cell Phone, Landline, Physical Address, Microsoft Teams, Web Site)*. - **Status**: The status of the Buyer Representative *(Active, Deleted, Disabled)*. - **Value**: The contact details. - **Verify**: The contact status *(Primary, Verified, Not Verified)*. [![buyer4](https://support.phonexa.com/hs-fs/hubfs/buyer4.png?width=688&height=127&name=buyer4.png)](https://support.phonexa.com/hubfs/buyer4.png?hsLang=en) To add a new contact for the Buyer Representative, click the “**Add New Record**” button and fill in the following fields in the “**Add New**” pop-up window: - **Type**: Select the type of contact information *(Email, Cell Phone, Landline, Physical Address, Microsoft Teams, Web Site)*. - **Value**: Fill in the contact details.  *Note: The name of the field depends on the selected contact type.* Click the “**Add**” button to confirm. ![buyer5](https://support.phonexa.com/hs-fs/hubfs/buyer5.png?width=445&height=251&name=buyer5.png) To set the contact as a primary, click the “**Set Primary**” button. To confirm, click the “**Set Primary**” button in the pop-up window. To remove a contact, click the **“Delete”** button in the **“Actions”** column.  *Note: Not available for primary contacts. * Confirm the action in the pop-up window. #### **Tickets** The **“Tickets**” tab allows you to view the list of tickets created by the **Buyer Representative** in the system and contains the following information: - **ID**: The unique identification number of the ticket. - **Status**: The processing status of the ticket.  - **Updated**: The date and time of the last changes. - **Subject**: The subject of the ticket. - **User**: The name of the user. - **Group**: The ticket category. - **Messages**: The number of messages in a thread. You can narrow down the search results by using the following filters: - **Ticket ID**: Enter the unique identification number of the ticket. - **Ticket Status**: Select the current status of the ticket. - **Group**: Select the category of the ticket. - **Manager**: Select the name of the assigned manager. [![buyer6](https://support.phonexa.com/hs-fs/hubfs/buyer6.png?width=688&height=277&name=buyer6.png)](https://support.phonexa.com/hubfs/buyer6.png?hsLang=en) To view the ticket messaging history, click the “**Show Thread**” button. [![buyer7](https://support.phonexa.com/hs-fs/hubfs/buyer7.png?width=688&height=167&name=buyer7.png)](https://support.phonexa.com/hubfs/buyer7.png?hsLang=en) To edit the ticket’s status, category, or reassign it to another manager, click the “**Change Status**” button. *Note: Read more about the Tickets in the Knowledge Base* [*article*](https://support.phonexa.com/tickets?hsLang=en)*.* **Login History** The “**Login History**” tab allows you to view the **Buyer Representative** login history and contains the following information: - **Date**: The date and time of the user login. - **IP**: The IP address of the user. - **Auth Type**: The authorization type. - **Fingerprint**: The unique browser fingerprint. - **Browser**: The name and type of the browser. [![buyer8](https://support.phonexa.com/hs-fs/hubfs/buyer8.png?width=688&height=142&name=buyer8.png)](https://support.phonexa.com/hubfs/buyer8.png?hsLang=en) **Logs** The “**Logs**” tab redirects you to the “**User Manipulation Log**” report with preset search parameters. The “**User Manipulation Log**” section allows you to view detailed information about all actions applied to the system by the **Buyer Representative**.  *Read more about the User Manipulation Log report in this Knowledge Base* [*article*](https://support.phonexa.com/kb-search-results?term=User+Manipulation+Log&hsLang=en)*.* #### **Pre-Registered Buyer Representatives** The **Pre-Registered Buyer Representatives** tab allows you to view, approve and reactivate buyer representatives who are pre-registered in the system. The list contains the following information: - **ID**:The unique identification number of the Pre-Registered Buyer Representative. - **Company**: The name of the Pre-Registered Buyer Representative company. - **Cell Phone**: The phone number of the Pre-Registered Buyer Representative. - **Nickname**:The nickname of the Pre-Registered Buyer Representative. - **First Name**:The First Name of the Pre-Registered Buyer Representative. - **Last Name**:The Last Name of the Pre-Registered Buyer Representative. - **Email**: The email address of the Pre-Registered Buyer Representative. - **Skype**:The Skype login of the Pre-Registered Buyer Representative. - **Buyer Agent**:The name of the assigned Buyer Agent. - **Registration Date**: The date and time when the Pre-Registered Buyer Representative’s was registered. You can narrow down the search results by using the following filters: - **Email / Nickname / ID**: Enter the Email, Nickname, or ID of the Pre-Registered Buyer Representative.  - **Status**: Select the status of the Pre-Registered Buyer Representative user *(Active, Deleted, Disabled)*. - **Registration Date**: Select the date when the Pre-Registered Buyer Representative’s was registered. - **Buyer Agent**: Select the name of the assigned Buyer Agent. [![buyer9](https://support.phonexa.com/hs-fs/hubfs/buyer9.png?width=688&height=250&name=buyer9.png)](https://support.phonexa.com/hubfs/buyer9.png?hsLang=en) To approve the **Pre-Registered Buyer Representative**, click the "**Approve**" button in the "**Action**" column and click the “**Approve and Create User**” button in the **“Approve”** pop-up window. ![buyer10](https://support.phonexa.com/hs-fs/hubfs/buyer10.png?width=441&height=191&name=buyer10.png) To approve the registration for the **Pre-Registered Buyer Representative**, click the "**Re Activate**" button in the "**Action**" column and click the “**Send e-mail**” button in the **“Re Activate”** pop-up window. ![buyer11](https://support.phonexa.com/hs-fs/hubfs/buyer11.png?width=490&height=213&name=buyer11.png)   - [General information](https://support.phonexa.com/general-information?hsLang=en#main-content) - [Account Settings](https://support.phonexa.com/general-information?hsLang=en#account-settings) - [Security Settings](https://support.phonexa.com/general-information?hsLang=en#security-settings) - 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