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Use the Ranks screen to keep your company’s list of rep ranks.

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Where to find it

In the admin, click the Settings gear in the top bar. In the Settings sidebar, under Commerce, select Ranks. To open the screen, your role needs at least View only for Ranks, in the Settings card on the role’s Permissions tab.

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What’s on the screen

The Create Rank button is in the page header. Above the table are a sort menu and a search box. Sort by Name, External ID or Created, or click a column header. Search finds ranks by name or by external ID. The table lists one row per rank:
  • Name: the rank’s name.
  • External ID: the identifier you gave the rank.
  • Created: the date the rank was created.
Click a row to open the rank. Each row’s three-dot menu has Edit and Delete. If there are no ranks, or none match your search, the table shows Nothing to show.

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Rank panel fields

Create Rank opens a side panel titled Create Rank. Clicking a row or choosing Edit opens it as Edit Rank, with the rank’s current details filled in. In order, it has:
  • Name (required). No two ranks can share a name, and names that differ only in capital letters count as the same.
  • External ID (required): an identifier you choose for the rank. No two ranks can share an external ID.
The panel ends with Cancel and Save. If Name is empty when you click Save, you see Please fill in all required fields and nothing is saved. Fill in External ID too: a rank can’t be saved without one.

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Create a rank

1

Open the panel

Click Create Rank.
2

Enter the rank details

Enter a Name and an External ID.
3

Save

Click Save. The panel closes and the rank appears in the table.

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Edit a rank

1

Open the rank

Click the rank’s row, or choose Edit from its three-dot menu. The Edit Rank panel opens with the rank’s current details.
2

Change the details

Change the Name or the External ID. Keep both filled in.
3

Save

Click Save. The panel closes and the table shows the new details.

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Delete a rank

Deleting a rank can’t be undone. Members who hold the rank are left with no rank, so give them a different rank first.
1

Choose Delete

In the rank’s three-dot menu, choose Delete.
2

Confirm

Your browser asks you to confirm that you want to delete the rank. Confirm, and the rank disappears from the table.

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Frequently asked questions

The Ranks item appears only if your role can view ranks. Ask an admin who manages roles to edit your role’s permissions: open the Settings card, then set Ranks to View only or Full access. See Roles.
Each action depends on the Ranks permissions on your role:
  • Create Rank needs Create ranks and Edit ranks. Without Create ranks, the Create Rank button doesn’t appear.
  • Save on an existing rank needs Edit ranks. Without it, you can still open a rank, but the panel has no Save button.
  • Delete needs Delete ranks and Edit ranks. Without Delete ranks, Delete doesn’t appear in the three-dot menu.
Ask an admin who manages roles to edit your role’s permissions: open the Settings card, then set Ranks to Full access. To grant only some actions, they can click Ranks and turn on the permissions listed above. See Roles.