As your teams grow and expand, you may need to add additional users to your CE Commissions system. Follow these quick steps to set up a new user, create their settings, and easily provide them their new credentials.
Back Office or Manager user role required
Add New User
From the Settings menu, select Manage Users
Select New User
User Details
Enter User’s First Name, Last Name and Email Address
Select User's permission level using Role
Include Employment Type and Status
Split Plans
Select all Split Plans available to user
Choose a Default User Split Plan
Set a Plan Rest Date
Personal Info, Licenses, Notes
Add additional details including Hire Date, Address, & Phone Number (not required)
Complete Licenses and Notes tabs as desired (not required)
YTD Amounts
Check back here to see updated user YTD Amounts as deals are closed
Teams
Add user to a Team (if applicable)
Send Credentials
Select Actions -> Verification to send email verifications to new users.
*Please note that if 'Send Agent Email to Bookkeeper' is turned on in Company Settings, then the above Account Verification email will be sent to the Bookkeeper for activation of all User Accounts. If not, the new user will be sent an email with a link to activate their account.