Commission Security

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Prior to setting up security, go to Tools > Options >Stock > Stock Pricing on the ribbon and tick I use Commission Sessions.

 

The following security settings should be reviewed for all users prior to using Commission Sessions:

 

On the ribbon, go to Tools > Security > Stock > Commissions, and tick/untick based on users/user groups.

 

Allow access to commission sessions under Management

commissions security

 

Allow access to commission value on jobs

Under Tools > Security > Jobs > Commissions, tick/untick:

View Commission Values

Edit Commission Values

View other Users' Commission Values

Edit other Users' Commission Values

View other Account Managers' Commission Values

Edit other Account Managers' Commission Values.

 

Allow access to commission values on quotes

Under Tools > Security > Quotes > Commissions, tick/untick:

View Commission Values

Edit Commission Values

View other Users' Commission Values

Edit other Users' Commission Values

View other Account Managers' Commission Values

Edit other Account Managers' Commission Values.

 

Allow access to default commission values on stock

Under Tools > Security > Stock > Commissions, tick/untick:

View Commission Values

Edit Commission Values

 

Allow access to default commission values on promotions

Under Tools > Security > Stock > Stock Promotional Pricing > Commissions, tick/untick:

View Commission Values

Edit Commission Values

 

Info

Due to the sensitive nature of commission, it is suggested to only enable commission-related security for management. For sales staff, at a minimum, set View Commission Values only as required.

 

Further information

Commission Sessions

Commission Sessions Setup

Commission Values and Calculations

Create Commission Session

Commission Session List Mode

Delete a Commission Session

Security