Everything about agents lives under the Agents tab in the admin. From there you invite people, assign the companies they can sell to, set their working language, and on the right plans group them into teams under a manager.
Email is the key. Soryk identifies each agent by email. It is what receives the invite and what every commission is attributed to, so use one agent per email and keep it stable.
Create & invite an agent
Open the admin, go to the Agents tab and click Create. The modal asks for:
-
Email
This sends a magic-link invite by email so the agent can sign in. It is the unique key for the agent, so one agent per email.
-
Name
The display name shown across the admin and in the sales-rep app.
-
Language
Pick English, Italian or Spanish. This sets the language of the agent's app and their emails.
-
Companies
A multi-select of the companies to assign. These are the B2B customers the agent can sell to.
-
Role
Choose agent or manager. Managers get a team and an override percentage, covered below.
Editing an agent
Open an agent from the list to reach their detail page at /agents/[id]. There you can:
- Edit the name.
- Toggle the agent active or inactive.
- Change the language.
- Change the role between agent and manager.
- Assign or remove companies.
The email is read-only: it is the agent's identity and cannot be changed. To move an agent to a new address, create a new agent with that email.
A Territory editor is on the same page, with a country picker, region autocomplete, zip-code prefixes, and a JSON editor for map circles and polygons. See Territories & geo for how zones work.
If the role is manager, you also set the subordinate agents (their team) and an override percentage here. See Managers & teams below.
Bulk tools
For larger teams, the Agents tab offers bulk actions instead of one-by-one editing:
| Tool | What it does |
|---|---|
| Bulk CSV import | Import many agents at once from a CSV with columns email, name and company_ids (comma-separated Shopify Company GIDs). The import validates each email format and Company GID, and reports anything it could not resolve. |
| Bulk invite | Send magic links to many agents at once. |
| Bulk territory | Assign or edit zones for several agents from a CSV. |
| Export agents | Export your agents to a CSV. |
| Discover staff | Seed agents from your existing Shopify staff users. |
How agents sign in
Agents open the app and sign in with:
- An email magic link, a one-time code that is rate-limited for safety, or
- Google or Microsoft single sign-on.
A signed-in session lasts 90 days before the agent needs to sign in again.
Limits & deactivation
Your plan sets how many agents you can have:
| Plan | Agent limit |
|---|---|
| Starter | 3 |
| Growth | 10 |
| Pro | Unlimited |
| Scale | Unlimited |
If a downgrade puts you over the limit, Soryk keeps your oldest active agents enabled by creation order and blocks the rest at login. Nobody is deleted. To re-enable agents, upgrade your plan or switch others to inactive with the active toggle to free up slots.
Managers & teams
Manager Mode is a Growth add-on and is included on Pro and Scale.
To set up a team, give an agent the manager role, then on their detail page assign their team (the subordinate agents) and an override percentage. A manager sees their own companies plus their team's, and their team's commissions.
When a manager places an order for a subordinate's company, the managerOrderAttribution setting (in Settings) decides who is credited:
team_agent: the subordinate is credited.manager_only: the manager is credited.
Either way, the manager also earns their override percentage on top of the subordinate's commission. See Commissions for the full calculation.
Tip: A manager is still an agent. They can sell to their own assigned companies and place orders directly, and the override applies only to their team's sales.