## Overview

The **seller roster** answers a question the platform could not answer before: *who sells in this
account?* Until now, the owner of a contact, a conversation or a deal was simply some user of the
account — the transfer picker offered every agent, distribution could hand a client to anyone, and
whoever left the sales team kept showing up as if nothing had changed.

With the roster, the sales team becomes explicit: whoever is on it is offered in the pickers and
receives clients from automatic distribution; whoever leaves stops receiving them **without losing
anything that is already theirs**.

> **A roster is not a permission.** The **sales management** permission still means "administers the
> module" (goals, rewards, commissions, rules). Being on the roster means "is a seller". The two are
> independent — a manager who administers the module without selling is common.

## Prerequisites

- The **Sales & Gamification** module enabled on the account.
- The **sales management** permission (or administrator) to add, remove and bring sellers back.
  Viewing the list is open to any participant of the module.
- Sellers must be members of this account (agents). A user from another account can never be added,
  nor be given a portfolio.

## Step by step

1. Open **Sales → Portfolio** and go to the **Sellers** tab.
2. Under **Add a seller**, pick an agent and confirm. Only agents who are not on the roster appear.
3. To take somebody off the team, use **Remove from the team** and confirm. They stop receiving new
   clients.
4. To bring them back, use **Bring back** on their row.
5. Use the **search and status filters** to review active sellers or people who left.
6. For an inactive row with no portfolio, goals, transfers or financial history, use **Delete
   permanently** and confirm. It never deletes the account user.

## Settings & options

- **Status** — *Active* (receives new clients) or *Left the team* (no longer does).
- **Joined** — the date the seller was added, recorded automatically.
- The roster is a set: each agent appears exactly once. Adding an inactive seller again reactivates the
  existing row instead of creating a duplicate.

## Use cases

- **A sales team separate from support.** Only the sales people are on the roster, so automatic
  distribution never routes a lead to somebody doing support.
- **A seller on leave or offboarded.** Take them off the team: they stop receiving new clients, while
  their portfolio, commissions and goals stay intact so the period can be closed.
- **An account that has not organised the team yet.** Leave the roster empty: everything works exactly
  as before, with every agent available. You organise it when you want to.

## Tips, limits & best practices

- **While the roster is empty**, the pickers and distribution keep offering every agent. That is
  deliberate: filling it in is your decision, not an obligation.
- **Removing somebody does not redistribute their portfolio.** Use **Transfer portfolio** (same page)
  to hand the clients over — the history goes with them.
- **Leaving is recorded, not erased.** The person stays in the historical ranking, in the commissions
  already accrued and in the revenue already attributed.
- A seller taken off the roster who still holds clients keeps appearing in the **All sellers** tab,
  marked *Off the roster* — so their portfolio never becomes invisible.

## Troubleshooting

- **The agent is not in the list to add**: they are already on the roster (check the table below the
  picker) or they are not a member of this account.
- **"Could not save the roster"**: your role does not have sales management, or the chosen user is not
  a member of the account.
- **The Sellers tab does not appear**: the module is off on the account, or your role does not have
  sales management (the management tabs only appear for roles that can use them).
- **Distribution stopped assigning**: with a populated roster it only hands clients to **active**
  sellers. If a rule points at somebody who left the team it no longer assigns — update the rule or
  bring the person back.
- **Permanent deletion was refused**: the seller has portfolio, goal, transfer or financial history.
  Keep the row inactive so that history remains auditable.

## See also

- [Sales management: portfolio, per-seller isolation and goals](/hc/ajuda/articles/sales-gamification-gestao-de-vendas-carteira-metas-en)
- [Sales with no seller: revenue credited to nobody](/hc/ajuda/articles/sales-gamification-vendas-sem-vendedor-en)
- [Sales & Gamification overview](/hc/ajuda/articles/sales-gamification-overview-en)