Assigning Users to a Commission System

WeEstimate allows to have multiple Commission Plans set up and running at once. Users will then need to be assign to their respective Commission Plan. 


To assign a user to a Commission Plan:

1. Click on Tools

2. Click on System Configuration

3. Go to the User Setup tab

4. Search and select the user you want to assign the Commission Plan to

5. On the right pane, click on the Commission tab 

6. Select the Commission Plan from the dropdown (make sure the "Use Commission Plan Rates" option is selected)

7. Click Save


Note: Users will need to log off and log back in for this change to take affect.



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