Invite and manage your team

On your Team page, you can easily onboard new members to your organization, customize their roles to match your operational needs, and manage their access to critical organizational data, as well as oversee how your team members earn commissions from your customers.

Team members

The team members page is where you’ll invite and manage all of the members in your organization.

Click Invite user, fill in their details including full name, email, and job title, then select their role and permissions in your organization:

Roles you can choose:

• Admin: Admins have full access and can manage users across the entire platform.

• Staff: Staff members can access all reports and customers within the organization.

• Developer: Developers can add apps, edit app settings, and manage app API keys for apps they create.

• Customer Support: Customer support team members can access all customers but do not have access to reports.

• Sales: Sales team members can access customers but do not have access to reports.

For each role, you can further customize permissions across three main categories:

Customer permissions

You can grant team members specific customer-related permissions such as:

• View financial metrics
• Manage tags
• Manage contacts
• Edit notes

Report permissions

You can either:

• Grant access to all reports
• Limit access to specific reports

Feature permissions

You can either:

• Grant access to all features

• Limit access to specific features like:

  • Affiliates
  • Flows
  • Email
  • Intake forms
  • Partnerships
  

To remove a team member from your organization, simply click on the user, and click Remove from organization.

Sales commissions

To manage and allocate sales commissions for your team members, begin by navigating to Sales tracking on the Team page and setting your payout windows and rules:

You can then activate the sales commission feature for an individual’s account. This can be done by navigating to their account details and selecting the This user receives a sales commission option, or by marking this option when extending a new account invitation:

You will have the flexibility to specify the commission percentage for the team member, as well as define the length of billing cycles applicable.

Linking team members with customers

After setting up the commission settings for your team member, the next step involves assigning them as the account owner for specific customers.

To associate a team member with a customer, navigate to the Customers section. Here, select the customer intended for association, and proceed to the Account owners section located at the bottom left.

Click on Manage to initiate the association:

Here you can appoint the team member as the owner, enabling them to earn commissions from that particular customer. This also provides an opportunity to review and, if necessary, adjust the commission settings:

To track team member commissions in real-time, view the Sales Commissions Report.