Sales Rep Login and Password Reset

This article will explain how sales reps can log in to your B2B portal, troubleshoot potential login issues, and reset or change their password.

Sales Rep Login

To access your Sales Rep portal, sales agents must log in to their accounts. To do so, they should follow these steps:

Step 1. Type in your B2B store’s account URL on their browser. (e.g., wholesaledemo.b2bwave.com/sales_reps/sign_in). Note that this address differs from the one your customers use to connect to your online B2B store. 

Alternatively, browse through the customer login and use the Sales Rep Login link, as seen below:

Step 2. Make sure that they’re seeing the Sales Rep Login page. Then, type the email address of their account and password.

Troubleshooting Login Error Messages

Sales reps may encounter issues when attempting to log in to your online store. Let’s check the usual error messages that may appear and see what they can do to resolve them. 

Error message	What to do
Invalid email or password	Check that they entered their email and password correctly and that they haven’t used any extra spaces before or after them
Multiple login attempts detected. Please try again in a few hours or contact the administrator to request a password reset	Ask an admin user to reset their failed login attempts. To do so, the admin needs to:  1. Go to  Settings >Profile >Advanced and click “Failed logins” 2. On the “Failed logins” page, click “Reset failed logins”

Resetting A Forgotten Password

Sales reps can reset their password if they’ve forgotten it by completing these steps: 

Step 1. Log in to the Sales Rep portal and click “Forgot password?”

Step 2. Type in their email address and click “Reset password” on the new page. Sales reps will receive an email shortly after they do this with reset instructions. 

Step 3. Open the email and click the “Set my password and login” link. On the next screen, sales reps must create and confirm a new password by typing it anew. Once they’ve done this, sales reps should click “Set my password and login” to access their portal.

Changing An Existing Password

Sales reps can change their password any time they wish. To do so, they need to: 

Step 1. Log in to your Sales Rep portal. 

Step 2. Click on the profile icon at the top right of the screen. Next, click “Edit password & email.” Alternatively, they can go to Settings >Edit password.

Step 3. Enter their new password in the “Password” and “Password confirmation” fields. Then, type in their existing password in the “Current password” field and click “Update” to change their login details.

Resetting Sales Reps’ Passwords as an Administrator

You can set a new password for sales reps’ accounts. To do this:

Step 1. Go to the Sales Rep menu, click on the agent for whom you want to reset their password, and then “Set password.”

Step 2. On the “New password” page,” fill out the “New password *” and  “Confirm new password *” to set a new code. Next, click “Set password” to update the sales rep’s login details.

Step 3. Share the password you’ve set with the sales rep so they can access their account.