Add User Commission to Profile
    • 28 Nov 2023
    • 1 Minute to read
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    Add User Commission to Profile

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    Article summary


    This article demonstrates how to add User Commission to a profile. User commissions allow individuals to receive varying commission rates based on the amount they have collected in a month. The amount collected is intricately linked to the commission base applied to the user.

    Setup

    1. Navigate to Setup- Users-Profiles
    2. Open a user profile
    3. Locate Commission Tiers section
    4. Select Add
    5. In the Commission Tier window, select commission rate from the dropdown
    6. Select Save
    7. Once the commission tier is added to the profile, select Save at the bottom of the profile page.


    Image Displays Commission Rate Dropdown

     

    Viewing Existing User Commissions

    To view existing user commissions:

    1. Open the User Profile
    2. Locate the Commission Tiers Section

    Columns in the commission tiers:

    • Minimum 
    • Commission Rate (displays the commission rate selected)
    • Create Date (displays when a tier minimum and rate were selected for this user)
    • Last Update (displays when a tier minimum and rate were last changed for this user)

    Understanding User Commissions:

    A user may receive different commission rates depending on the total amount they have collected in a given month. This amount directly influences the commission base applied to the user. Multiple Commission Tiers can be applied, each defining a range of collected amounts and the associated commission rate.

    For instance:

    • A first tier might offer a 5% commission rate for $250 - $1499 collected.
    • A second tier might provide a 10% commission rate for $1500 - $4999 collected.
    • A third tier might yield a 15% commission rate for anything equal to or greater than $5000 collected.

    Removing User Commissions

    To remove a user commission:

    1. Open the user profile.
    2. Locate the Commission Tiers Section.
    3. Click on the red X next to the desired commission rate.
      1. A Confirm Removal dialogue box will display, confirming the removal of the selected commission rate. Click yes.
    4. Select "Save" at the bottom of the profile page.

       




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