CommercialEdge Commissions Teams feature enables your brokerage to organize and group individuals into unique Teams. Teams can be utilized to segment offices, brokers, and locations. If a user is assigned to a team they are only able to view/edit deals associated with that team.
Create Teams
Follow these steps to create a new Team for your account. You are able to create an unlimited about of teams for grouping. If you do not see the Teams option available in Settings please reach out to [email protected] for more information.
Go to Settings
Select Teams under People
Select New Team
Add a Team Name
Select the Drop Down and add Users
Choose Commission Share % for each User (total will equal 100%)
Select Create
Edit Teams
Once a team is created Back Office Users have the ability to edit existing team names and adjust the team composition. Follow the steps listed below to edit team names or adjust the team.
Go to Settings
Select Teams
Under the Actions column select Edit
From this screen, you can edit the Team Name or add a new Agents by selecting Add Agent and choosing the appropriate user from the Agent dropdown
To remove a user from a team, select the X next to the user's name, and Save
Team Roles
Outline of what data each permission in CE Commissions can view/edit when teams are enabled.
Back Office - No change, a Back Office User will be able to view/edit the entire system
Manager - Team Managers are only able to view/edit Vouchers, Receivables, Payables, and run Reports for their team members. When Teams are enabled Managers are unable to run Agent Payment.
Agent - No changes, Agents are still only able to view their own data.
Commissions Share %
If Commission Share Percentages are assigned to Team Members, selecting the Team on a specific voucher will autofill all Team Members and corresponding Commission Share Percentages. These percentages can be manually
edited on the voucher.
FAQ
I do not see teams on my accounts?
If you do not see Teams in the Settings please reach out to [email protected] or message us using the in-app chat for more information.