Add and manage users

Key Sections

• User List
  Displays all users with:

  • First & Last Name

  • Status (Active / Invitation pending)

  • Salary Configured (Yes / No)

  • Settings (gear icon ⚙ to edit user details)

• Add Users
  Button to invite new users by email address.

• Manage User
  Opens a detailed view of the selected user, including salary setup.

Adding Users

1. Click Add Users.

2. Select the user from your connected CRM and click on Add.

3. Send the invitation from the user table.

   • Once accepted, the user status changes to Active.

Managing User Details

Click the gear icon (⚙) next to a user to open their Manage User screen.

Here you can:

• View user Overview details (name, email, status).

• Configure Salary:

  • Base Salary (annual pay).

  • Variable Salary (annual pay for On Target Commission Incentives).

  • Define validity period (e.g., Beginning – Indefinite).

  • Click Create Salary to add a new salary structure.

Best Practice

• Configure salary details immediately after activating a user to ensure accurate commission calculations.

• Keep user statuses updated (deactivate users who leave the company).

• Review user access regularly to maintain security and compliance.