Agent permissions

From RPM Wiki

Table of contents
1 Summary
2 Agency level

2.1 Add file attachments
2.2 Start forms
2.3 See full referral item details

3 Agent user level

3.1 Agent commission access

4 Security

4.1 Staff users
4.2 Agent users

[edit]

Summary

Settings that affect what agent users can do.

[edit]

Agency level

Affects all agent users in the agency.

  • The change takes effect immediately.
[edit]

Add file attachments

Upload file attachments functionality.

[edit]

Start forms

An overall setting that still requires individual processes to allow the agent user to participate.

[edit]

See full referral item details

Allows agent managers in the agency to see the full commission amounts and details of commission items sold by a different agency and pay this agency a referral.

[edit]

Agent user level

Affects one user. For users that are a rep and a manager, you can modify the setting on either the rep or manager page with the same effect to the whole user.

  • The change takes effect the next time the user logs on.
[edit]

Agent commission access

  • Hidden: All "Agent comm.", "Payout", and "Referral" columns and values are hidden from this user.
  • Not hidden
[edit]

Security

[edit]

Staff users

  • Modifying the agency settings requires the "Edit agencies" privilege.
  • Modifying the agent user settings requires the "Edit reps, managers " privilege.
[edit]

Agent users

  • n/a
Retrieved from "http://www.rpmsoftware.com/wiki/index.php/Agent_permissions"
  • This page was last modified 15:19, 2 Apr 2007.
  • This page has been accessed 1366 times.