Users
Assigning a user to targets during user creation
New users can now be assigned to one or more existing targets as part of the user creation process using the new Target field in the Add New User / Payee section, where the required target(s) can be selected from a drop-down list. This streamlines ...
How to set a future suspension date for a user
The system now enables scheduling a user suspension for a future date, automatically updating the user’s status once the specified date is reached. Follow these steps to set a future suspension date for a user: 1. Open the Users from the main menu. ...
How to add custom field to the users
1. Click on Users from the main menu. 2. From the Options menu, select Add New Custom Field. 3. Fill in Field Name, select Data Type from the drop down list and click on Save. Example 1: Example 2:
How to edit a user
1. Go to Users from the main menu. 2. Click on the three dots in the Action column next to the user you want to edit. 3. Select Edit User. 4. Edit the fields that need updating and click Save once done.
Default Active Users View
Default View: Active Users By default, the system now displays only active users, making it easier for you to focus on those currently utilizing the platform. Suspended users are hidden from view, providing a cleaner interface. Changing View: All ...
How to create a contract
Go to 'Users' > 'Add Contract'. Fill in the name and description and upload the contract PDF. Click 'Next'. Fill in the required signatories. Click the '+' button to add more signatories. Click 'Next'. Drag the initial, signature, and date icons ...
How to suspend a user
Go to 'Users' and click on the three dots of the respective payee/user you want to suspend. Choose the 'Suspend' option in the drop down. Note that suspending users will not delete their historic sales data or their processed commission data. No ...
How many users/payees can Commissionly handle?
Commissionly can handle an unlimited number of payees.
How to import and update users using csv
The system allows the addition of new users and the updating of existing ones by importing a CSV file. Follow the steps below to ensure a smooth and accurate import process: 1. Navigate to the Users Section: • Click on Users from the main menu. • ...
How to set access rights for users
Note: You can create templates for your users or payees. Admin templates cannot be modified. Go to 'Settings' > 'User Management' > 'Access Manager' > 'Create New Template' and set any necessary access rights. Click on 'Save'.
How to add new users
Go to 'Users' > 'Add New User/Payee' and add the necessary details. Click on 'Add'.