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Team management for suppliers
Team management for suppliers
Giovanni Giorgi avatar
Written by Giovanni Giorgi
Updated over a week ago

In this article, you can find the steps to manage your team as a vendor.

Choco is built for vendors to easily work together with their teams of sales reps. You can manage your team members’ access to specific customers. This way, vendors with admin role can get a full overview of orders and communications of their sales reps, while different sales reps can manage specific customers on behalf of one single business.

Explanation of roles and permissions

Your team members can have different roles and permissions on Choco:

  • As an Admin, you can manage orders and communicate with all customers and assign roles and permissions within your team

  • As a Sales rep, you can manage orders and communicate with the customers they are assigned to

Once you have set up roles and permissions for your team members, please contact our Customer Support to assign them to specific customers.

How to add a team member

The best way to add a team member is by contacting Customer Support.

When reaching out, please include your team member’s name, phone number, and email for us to create their account and specify their role.

How to manage roles and permissions

Note: only team members with Admin role can change team members’ roles and permissions.

Here’s how it works:

  1. Select Settings from the side menu

  2. Select Team & permissions

  3. Select the tab containing the role and choose your option

How to add/remove team members to chats

Note: only team members with Admin role can add/remove team members to chats.

  1. Select Settings from the side menu

  2. Select Team & permissions

  3. Select the team member you want to edit the chats for

  4. Scroll down in the window on the right to “Chats” - once there, you can scroll through the list of available chats or search specific ones from which to add/remove them

Select Add to (#) chats to save your update

How to remove a team member

Note: only team members with Admin role can remove team members.

Here’s how it works:

  1. Select Settings from the side menu

  2. Select Team & permissions

  3. Select the tab containing the role and select Remove from team

How to check the participants to a chat

You can see which person in your team is connected to which customer by accessing the chat details through the Choco app.

Download it now from Apple Store or Google Play and log in with your phone number.

Here’s how it works:

  1. Select the chat with the customer

  2. Select Settings (⚙️)

  3. Scroll down to see your and your customer’s team members

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