Public Ticket #4498650

Clarification on Agent Conversion and Parent Tracking in Sales King

Closed

Comments

13 Tickets

Marcus started the conversation 1 year ago on September 24, 2025 at 11:23am

Hi Stefan

I noticed an issue in our workflow and would appreciate your guidance.

When one of our agents recruits a customer and that customer is later promoted to become a subagent, the system automatically converts their role and removes their previous status as a customer. This also clears the parent agent assignment that originally referred them as a customer.

As a result, once they become a subagent, their personal purchases no longer reflect back to their original parent agent — which is problematic for us, since we still want their personal orders to count towards the parent agent’s performance tracking and commission structure.

Is there any recommended way to retain:

The referral connection from the original parent agent (as a customer), and
Still allow them to function as a subagent moving forward?

Looking forward to your advice.

2,762

KingsPlugins replied 1 year ago on September 27, 2025 at 6:54pm

Hi Marcus,

Thanks for reaching out,

By design, SalesKing treats the customer and agent roles as mutually exclusive - when you edit a user, you'll notice the switch toggles between customer and agent, but doesn't allow both simultaneously. This has always been a fundamental aspect of how the plugin structures this, that a user is either one or another, but cannot be both.

The most straightforward solution I'd recommend is having users maintain two separate accounts - one for their personal purchases as a customer, and another for their agent activities.

Alternatively, I could add a hook to the plugin to prevent the removal of that referral connection when converting to an agent. If you'd like, I can explore this option for you. However, I should mention that I can't guarantee this will be a fully reliable solution - this structure is used in many places throughout the plugin to check if the user is a customer or an agent, so unpredictable issues could happen.

Kind regards,
Stefan