The requirement to provide sales representatives with access to customer website accounts, we have come up with two potential solutions to achieve this functionality.
Solution 1: Encrypted Passwords with Sales Rep Validation
- Store encrypted passwords in a custom field within the customer record. This applies to customer login, registration, and password updates, ensuring secure handling of sensitive data.
- On the sales rep employee record, we will add a multiselect custom field to associate customers under each sales rep.
- A new ‘Sales Rep Login’ button will be added to the login page. Upon clicking, the sales rep will be directed to a dedicated login page where they must provide:
- Their email ID as the username.
- Their password (stored securely in NetSuite using the custom field).
- The email ID of the customer they wish to access.
- We will validate the sales rep credentials and verify whether the selected customer is associated with them. If validated, the sales rep will be logged into the selected subcustomer’s account.
Solution 2: Sales Rep as a Contact of the Customer
- For each customer, a contact will be created with the sales rep’s email ID as the contact email and the password set to the customer’s email ID.
- Customer details linked to each sales rep will be stored in a custom record on their employee record for easy access.
- Using these credentials, sales reps can log in as contacts of the customers and place orders on their behalf.
In both solutions, a differentiation will be made between regular customer logins and sales rep logins. Sensitive sections, such as billing and settings, will remain hidden to maintain customer privacy. Sales reps will be able to place orders on behalf of customers without compromising security or functionality.
The first solution emphasizes security and scalability but requires more development effort due to encryption, validation logic, and additional customizations. The second solution is simpler to implement compared to the first, requiring less effort.