Assigning Multiple Agents to a Customer

By default, each customer is assigned to one agent only. This can be controlled on each user's profile page.

If you need multiple agents to manage the same customer, there are two ways to achieve this.

Option 1: Additional Agents #

You can enable additional agents by adding the following PHP snippet to your site (e.g., in your theme's functions.php file or via a code snippets plugin):

add_filter('salesking_use_additional_agents', '__return_true');

Once enabled, each customer profile will have a new section where you can assign additional agents. Each customer will then have a main agent plus additional agents who can also manage that customer.

Commissions: When a commission is configured, it goes to the main agent only. Additional agents have management access but do not receive commissions.

Option 2: All Agents Can Manage All Customers #

There is also a built-in setting at SalesKing → Settings → Agent Capabilities → "All agents can manage / shop for all customers". This allows any agent to manage and place orders for any customer without needing to be assigned.

Commissions: With this setting, commissions generally go to the agent placing the order rather than to a specific assigned agent. The exact behavior may depend on your commission rules configuration.