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Summary
A rep sells supplier products to customers for agencies. A rep can be an employee of an agency or a subagent of them. The difference has no effect on commissions, but is tracked in RPM for information purposes.
Reps can only belong to one agency. An agent user can be both a rep and an agent manager if required.
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Commission rules
- Reps use the commission schedule and addendums of the agency they belong to. All reps in the agency use the same rules.
- Split participants are reps and a split can be setup between reps of the same agency and/or across agencies. See Split
- Reps are identified in the commission data by rep IDs. A rep can have any number of rep IDs from any number of suppliers. Rep IDs can be assigned to master IDs and assigning that master ID to an account group will essentially assign that rep to that account group.
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Security
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Staff users
- Adding a rep requires the "Add reps, managers" privilege.
- Editing rep information requires the "Edit reps, managers" privilege.
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Agency managers
- Agency managers may view the details of reps in their agency and edit the details except the rep’s name.
- Agency managers will see the name of any rep referenced in forms they are a participant of if the reference is not hidden.
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Agency reps
- Agency reps may view only their own details and edit the details except the rep's name.
- Agency reps will see the name of any rep referenced in forms they are a participant of if the reference is not hidden.
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Adding a rep
There are two ways to add a rep:
- Manual: Reps are added from the details page of the agency you want to add them to, click "Add a rep"
- Import: On the "Reps" page click "Import"
- This page was last modified 21:47, 16 Apr 2007.
- This page has been accessed 1120 times.