All Collections
FAQ
Frequently Asked Questions
How to view my vouchers as a Manager?
How to view my vouchers as a Manager?

Toggle between Manager and Agent Views (available for Managers only)

Updated over a week ago

Available for Manager users - select to see CommercialEdge Commissions as a manager OR switch to 'Agent View' to work in CE Commissions as an Agent - with all areas filtered for your deals only. 

By default, whenever a manager logs in they will be seeing the full 'Manager View.'  Once in CE Commissions, use the drop down option in the top right where the user name is listed and select 'Agent View' to toggle your dashboard and top menu options to the limited Agent View.  

The Dashboard will go from six tiles to four, and all reporting numbers will automatically be filtered for vouchers linked to the logged in user.  The top menu will toggle to the Agent Portal options.  

To switch back to Manager View, simply use the drop down option in the top right where the User Name is listed and select 'Manager View.'

Did this answer your question?