The web back office · 3 articles

Users, roles and commission agents

Add staff to the back office, give each person a role that controls what they can see and do, and limit them to the locations they work at. Sales commission agents can be set up so commission is tracked against the sales they make.

Users and roles3

Add and manage usersAdd each staff member as a user at User Management › Users (/users) and click Add. Enter their name and email, tick Allow login if they need to sign in, give them a username and password, pick a Role and their Location, and tick any Additional locations they work in. Under Sales you can set a Sales Commission Percentage (%) and a Max sales discount percent, and Allow Selected Contacts limits which customers and suppliers they can pick.Set up roles and permissionsRoles decide what each user can see and do. Open User Management › Roles (/roles), click Add, type a Role Name and tick the permissions for that job, then save. Permissions are grouped by area: users, suppliers, customers, products, purchases, POS, sales, cash register, reports, settings and more. Examples include View Purchase Price, Edit product price from POS screen, Delete POS sell, Close cash register and the report views.Add sales commission agentsSales commission agents are people who earn a percentage on the sales they bring in, such as sales reps who don't sign in. Add them at User Management › Sales Commission Agents (/sales-commission-agents) with a name, contact details and Sales Commission Percentage (%). Then choose how agents are picked in Settings › Setting › Sale › Sales Commission Agent, and read each person's commission in the Sales Representative Report.