Sell on Behalf of

In the event of a sales location going offline, other agents elsewhere are able to book on their behalf. The online sales location is able to have a manager that can book the ticket or seat and remove the capacity of the trip on behalf of the offline agent (as a regular ticket purchase). The offline agent's shift will still reflect the sale on their own shift.

Please be careful when enabling this feature, as an admin/manager feature, no login info is required for the online user to be able to sell on behalf of the offline user.

Steps to configure

1. Contact Betterez Support (support@betterez.com) to make sure the online user (the manager) has the right permissions
2. Click on the user options on the top right of the page, then "Sell on behalf of"

   

3. A blank list will appear, choose how to filter the target/offline user (by Display name, employee number, or external ID)

   

   keep in mind these values are defined in the user config - use the exact parameter. i.e. use Display name, not the first name.

4. Choose the desired user from the list. You will be able to see if they already have an open shift, otherwise, the system will ask you to open a shift. By default, the system will use the offline user's config, including the default shift location. But if they don't have one, you may select where to open the shift at.

   

   

5. Once you open the shift, you will be able to identify you're selling on behalf of another user by checking the top right corner of the UI

   

6. You may continue a regular ticket sale from the sales page, or choose to exit using the button on the top banner.

   

7. In case the station where the offline user has a sequence number, this will be applied for the sales as well.

   

Possible errors

This feature is only available for the new, simplified sales flow.

Roles and permissions

/admin/users/impersonate, /admin/users/sell-on-behalf-of