Adding business representatives

Representatives are the individual members who can act on behalf of a business — purchasing sponsorships, viewing invoices, or managing the company profile. Each representative has a role: business_admin, business_purchaser, or business_viewer.

• Have the business record created first.

• Know which member to add and what role they should have.

• If the member doesn't exist yet, invite them first under Sales > Members.

1. Open the business under Sales > Members > Businesses.

2. Scroll to the Representatives section.

3. Click Add representative.

4. Search for the member by name or email and select them.

5. Pick the role: business_admin (full), business_purchaser (buy only), or business_viewer (read only).

6. Click Save. The representative now has access to the business.

7. Repeat to add more representatives as needed.

• Limit business_admin to one or two people per business to keep authority clear.

• Use business_purchaser for billing or admin staff who handle invoices.

• Use business_viewer for executives or board members who want visibility.

• Review the representative list quarterly and remove anyone who has left the company.

Can I change a representative's role later?
Yes. Open the representative and pick a different role from the dropdown.

Can a single member represent multiple businesses?
Yes. Each business tracks the relationship independently.

• Setting a primary representative

• Member roles explained