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Salesperson and Sales Tiers

Evan Nelson avatar
Written by Evan Nelson
Updated over a year ago

When creating or editing an administrator in your system, one of the available permissions is the Sales Tier for that administrator. The chosen Sales Tier determines the level of access an administrator has to view and edit the Salesperson assigned to clients.

When a Sales Tier is assigned to an administrator (whether that administrator is you or someone else), you affect whether they can see the Sales area (Salesperson, Commission Rate, and Expiration), which can be found in the Client Editor at the bottom of the Client Information section:

When viewing an administrator, there are three options for sales assignment: tier 1, tier 2, and none.

  • Tier 1: Allows the administrator complete access to view and change sales commission rates for any client, as well as to assign any salesperson to a new client.

  • Tier 2: This is the same as tier 1 access, except the administrator cannot add himself/herself as a salesperson for a new client. The admin can add any other salesperson to a client, or change commission rates for any salesperson (including himself/herself).

  • None: The administrator cannot see the Salesperson and Commission fields on any client, meaning they also cannot add, remove, or change salespeople.

Assigning Commissions

Any admin in the system that is a salesperson can be assigned commission rates for the clients they bring on (demo in screenshot below):

2018-04-09_13-11-10.gif

The "Commission Payment Calculator" located in Reports can then be used to view the total commission earned by Salesperson:

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