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
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
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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