Staff user

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Table of contents

Summary

A staff user is an RPM user at the subscriber level. Staff can have access to all [[agent|agents], customers, and commission data in a subscriber depending on the privileges defined in their role. A staff user belongs to one subscriber and has one role.

Agencies may be assigned to staff through one or more assignment category. Agency assignment does not affect commissions.

  • Note: Staff users are sometimes called just "staff".

Commission rules

Staff users do not receive commissions. Staff users setup commission rules and work with commission data. See Role

Security

Staff users

  • Adding, changing the role of, and deleting staff may only be done by users in the "super user" role.
  • Staff contact information may be changed by any other staff.
  • A staff user can not delete themselves

Agent users

  • Agent users see staff user names and role name.
  • More

Adding a staff user

On the "Subscriber details" page (Click the subscriber name on the home page) click "Add a staff"

  • This page was last modified 20:11, 16 Apr 2007.
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