Creating User Commissions

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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.

Fields

Description

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.

Description

You can use this box to describe the User Commission

Commission Type*

Dropdown Options:

  • Client

  • User

  • Attorney

Custom Hook

Optional 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