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Customer Feedback

We love feedback from you on our products and the problems in your daily work that you would like us to solve. Please describe the challenge you're encountering and your desired outcome. Be as detailed as possible.

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Status explanation: 'Future Consideration' = Continuing to collect further feedback, not planned at this time. 'Investigating' = Prioritized for deeper customer and feasibility investigations ahead of planning development.

Status Investigating
Created by Guest
Created on Aug 27, 2024

Sales representative's user shouldn't need Customers Assigned to activate their accounts

As an [Implementer/User admin] I want to be able to Activate Sales Representative Users without assigning them User Customers. They are assigned through the Primary Sales Rep field of the customer, not through the Users Customers assignment.
Right now I need to add a ficticious customer to the user just to activate it, and then remove it. This is very error prone, and a security risk.
This is specially bad in case we automate the user creation for sales reps (we intend to).