Creating User Commissions
    • 28 Nov 2023
    • 1 Minute to read
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    Creating User Commissions

    • PDF

    Article summary

    This article will cover how to create User Commissions. 

    Setup

    Navigate to Setup-Users-Commissions-New


    GIF Displays Setup-Users-Commissions Navigation 

     

    Commission Rate Section

    Enter data into the following fields. Fields with an * are required to be completed.

    FieldsDescription
    Label*The recommended approach is to name the label after a rate you have established: Ex: " User Commission <10K".
    Identifier*This is usually the same name as the Label or you could enter "UNDER_10K" for example.
    DescriptionYou can use this box to describe the User Commission
    Commission Type*Dropdown Options:
    • Client
    • User
    • Attorney
    Custom HookOptional Field
    1. Label- Ex: " User Commission <10K".
    2. Identifier- Ex: " User Commission <10K".
    3. Description- Ex: "Under 10k user commission"
    4. Commission Type-Select User 
    5.  Press Apply before adding Commission Rate Logic.


    Image Displays Steps 1-5

     

    Commission Rate Logic Section

    1. Select New
    2. Enter a Label Ex: <30 Days
    3. Enter an age range Ex: 0-30 Days
    4. Go to the Commission Rates section and enter % Ex: 10% Principal
    5. Save


    Image Displays Steps 1-5

     



    Example User Commission


    Image Displays  Example User Commission <10K 

     


     




     


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