1. Evolution Global - FileTrac CMS Support
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  4. How to Set up your FileTrac System

Setting Up Commissions

Overview:

Commission Sales Rep and Rate can be set either per company on the 'Edit Company' page or on a 'Client' profile page. 

Table of Contents:

I. Setting Commissions for a Company ('Edit Company' page)

II. Setting Commissions for a User ('Client' Profile page)

I. Setting Commissions for a Company ('Edit Company' page):

1. Click on 'Companies' tab

2. Select the Client Company

3. Choose the 'Sales Rep' from the drop-down menu, and set 'Rate'

4. Click 'Save Company' at the bottom of the page.

II. Setting Commissions for a User ('Client' Profile page):

1. Click on 'Personnel Manager' tab

2. Filter by 'Clients' 

3. Click 'Search'

4. Click on the Client User

5. Click 'FileTrac Settings' from left menu

6. Choose the 'Sales Rep' from the drop-down menu, and set 'Rate'

7. Click 'Save & Close'


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