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Agency Setting
Clu Connors avatar
Written by Clu Connors
Updated over 5 years ago

Configuring User's Agency Settings:

Agency: Assign Agency using Dropdown

Agency Admin: Has the ability to Add Users, Assign Leads, Assign Clients, Etc. But only within the Agency User is assigned to. Doesn't have Admin Rights.

Commission Type:Same as Agency (Same Amount as Assigned Agency), Percentage (Different Percentage then Assigned Agency) or Flat Fee Override (Only Set if Different then Agency)

Commission Level: Set Percentage or Flat Fee Amount

Renewal Type:Same as Agency (Same Amount as Assigned Agency), Percentage (Different Percentage then Assigned Agency) or Flat Fee Override (Only Set if Different then Agency)

Renewal Level: Set Percentage or Flat Fee Amount

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