Give staff the ability to enter commission details and access reports (commission module permissions)

Paperless Pipeline’s commission module allows agents to grant permissions to staff thereby giving them the ability to enter commissions and access production reports.

Grant Commission Module User Permissions

1. Click your name in the upper right corner then "Admin / Settings".

2. Click "Manage Users" then click the gear next to the desired name and select "Edit User".

3. Scroll down to the “User Permissions” section.

4. For each office location, give a user the ability to enter commissions by clicking the checkbox next to ‘enter financial data (admin-level permission)’.

This permission allows this person to manage commissions. We recommend you only give this permission to staff and not agents.

Optionally, check the box next to the ‘view financial reports (admin-level permission’ to give the user access to financial reports for that office location. These permissions can be granted to a user for more than one office location. 

5. Update the user’s permissions by clicking [Update User]. Move on to the next user to grant these permissions to and repeat the process.