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.
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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. |
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. |
Under Tools > Security > Stock > Commissions, tick/untick: ▪View Commission Values ▪Edit Commission Values |
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