Give Staff the Ability to Enter Commission Details and Access Reports (Commission Module Permissions)

Paperless Pipeline’s commission module allows staff to be given permissions to enter commissions and access production reports.


Grant Commission Module User Permissions

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

  1. Go to Admin / Settings by clicking 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)’.

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.