Manage Roles

Modified on Thu, 13 Jul 2023 at 09:14 AM

Admin-->Manage Roles

As an Admin user you have the ability to manage role types(Recruiter, Account Manager, etc) as well as their commissions.

By clicking on Display Commission Details you have the ability to either display or hide the commission details on any CRM records(as well as Assignment records):

To add a new role type you can click on 'Add New Role' and you will be prompted with the following window:

When creating a new role type you have the ability to allow/deny users to override a commission plan.

You can also set up a commission plan(and multiple plans) where you can enter the effective dates as well as the percentage or flat amount of the margin, markup, pay rate, bill rate, salary, or placement fee:

To add a role to a CRM record(Companies, Contacts, Candidates, Job Orders) you would navigate to the billing information section and to the 'Commission/Splits' field. You would then select an employee from the list and then select which role type they are. Their commission plan should then display similar to the below:

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