Portal guide

Superadmin: manage DeneigeursQC

1. In “Sales reps”, create sales access, disable an account or require a new temporary password.

2. In “Businesses”, create merchant accounts and their owners. In “Directory CRM”, assign prospects to sales reps.

3. Open a CRM record to link its storefront to the right account. Verify identity using the original public phone and record the check.

4. Review claims. To change ownership, explicitly unlink the storefront then link the new account. Customer data is not transferred automatically.

5. Record agreed subscriptions, renewals and sales. Confirm a sale only after verification, and mark commission paid only after actual payment.

6. Review the overview and audit log. Published does not mean certified: a name and valid phone are sufficient for directory inclusion.

Without a connection

Read the latest opened pages only. Accounts, assignment, claims, publication and financial records require a connection and remain server-guarded.

Device security and synchronization

Use a protected device. Private snapshots remain readable for up to 24 hours after their last refresh. Sign out before sharing the device: this erases snapshots and unsent entries. Do not close the browser before sending confirmation if work must be delivered immediately.

A conflict message means the record changed. Your notes remain in the local draft; reload the record, compare the information, then explicitly resume the entry.