Assign an agent to an account or subscription

After you assign an agent to an account or subscription, the commission earners associated with the agent earn commission on the account or subscription.

If you assign an agent to an account, the commission earners associated with the agent also earn commission on each of the account's subscriptions. If an account is set as a bill-to account the account commission will not be applied to these additional invoices.

DANGER
When you add an agent to an account or subscription only the current commission earners that are members of the agent will receive commission. If additional commission earners are added to an agent the new earners will only receive commission from accounts or subscriptions that the agent is added to after that point in time.

This task explains how to assign an agent to an account or subscription.

  1. Search for the account or subscription to assign the agent to, then double-click the account or subscription entry in the search results.
    The Account summary page is displayed for an account result or the subscription summary page is displayed for a subscription result.
  2. Do one of the following:
    Option Description
    To assign an agent to an account
    1. On the Account Menu Tree, click the Disclosure triangle to the left of Account, then click Commissions.
    2. Click Add.
    To assign an agent to a subscription
    1. Click Add next to the Agents field.
    The Add Agent window is displayed.
  3. Select the agent in the Agent drop-down, optionally specify a date in the Don't pay commission before field, and click Add.
    Note: If no date is set then the commission will apply from the start date of the account or subscription. Smile will generate past commission if applicable.
    Smile assigns the agent to the account or subscription.