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Blue Sky Fitness Supply

Team Portal

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Settings

Account Info

Email
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Phone
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Timezone

Pronoun

Used in customer emails, e.g. “I’ve copied him/her on this email.”

Quote PDF prefix

Added before the reference on your downloaded & emailed quote PDFs, e.g. “BSFS QUOTE RW-1042-A - Acme HS - 2026-07-11.pdf”. Leave blank for none.

8+ characters, with uppercase, lowercase, number, and special character

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Global lead-routing settings. Per-rep limits (max active leads/samples and spillover target) live on each rep's row under Admin: Portal Users — click a rep to edit their Lead Capacity.

Catches every lead the per-rep cascade can't place. This rep always accepts, regardless of their own capacity.

Maintenance

Counters track each rep's "Active Now" lead count for both pools (new leads + samples). They could drift if a deploy is interrupted mid-write. The button below re-counts from the actual stored leads to restore accuracy across both pools. Safe to run anytime — idempotent.

Configure who receives the Monday Memo (sent every Sunday 6pm ET) and the monthly snapshot. Active agency users are auto-included by default — uncheck a user below to opt them out. Custom recipients (one per line) cover anyone without a portal login (BSFS observers, agency account exec without seat, CFO).

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One email per line. Always included unless also listed in the opt-out below.

Advanced: opt-out list (overrides everything)

Emails listed here are stripped from the final list even when they appear in auto-include or custom recipients. Use sparingly — an agency-user opt-out via the checkbox above already routes through here automatically.

Monthly agency statement

Who receives the monthly compensation statement — the billing document showing last month provisional and the month before it as final. This is not the Monday Memo list: new agency users are never added automatically, because an invoice should not start reaching people because someone got a portal login. Leave it empty and the statement goes to Ryan alone.

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One email per line. Everyone listed gets the statement; nobody else does.

Admin: Module Visibility

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Set the status of every module in the left menu. Enabled = live, Disabled = visible but shows "Coming Soon", Hidden = invisible to non-admins. Module ORDER is the left menu's and is not set here.

Saving here sets the team default. A rep marked * has their own settings, which override this.

Admin: Portal Users

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Code Name Email Phone Role
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Invite New Rep

External marketing-agency partners (e.g., Malt Media). Agency users can sign into the portal but only see Paid Ads + Settings — every other tile is force-hidden. Filtered out of every rep dropdown and lead-routing pool. The marketing-worker will scope endpoint access by agencyId in Phase 1.1+.

Code Name Email Phone Agency Created Actions
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Invite Agency User

Kebab-case slug. All users from the same agency must share this exact value. Existing slugs appear as suggestions.

Display name used in the welcome email greeting. Defaults to the slug when blank.

Delete ?

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Any Shopify quotes assigned to this rep will also be reassigned.

Admin: Territories

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Click a person, then click states to assign. Territories are independent per role — a state can be assigned to both a TSM and a CFA.

Admin: Rep Activity & Deletion Locks

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Reps are auto-locked after 11 deletions per day (admins exempt). Reps flagged at 6+ appear in the daily anomaly email but aren't blocked. Counters reset at UTC midnight.

Rep Deletions Today 7-Day Req. Avg Status Action
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