Create an agent
An agent associates a commission earner with a commission structure.
This task explains how to create an agent.
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On the Smile menu, click Configuration.
The Configuration and Tools page is displayed.
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Under User Management, click Commissions.
The Commission Configuration page is displayed.
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Click New Agent.
The Agent page is displayed.
- Type the name of the new agent in the Name field.
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(Optional) Enter the dates from which the agent can earn commission in the
Valid from and Valid to
fields.
The dates in these fields do not affect commission calculations, but instead let you filter inactive agents from a displayed list of agents.
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Add a commission earner to the agent, as follows:
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Click New Commission Earner.
The Commission Earner page is displayed.
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Click Search next to the Commission
earner field, search for the name of the commission
earner, then click Select next to the commission
earner in the search results.
The Name column of the search results specifies the commission account name for each commission earner. If the account contains many commission earners, use the USN to identify each commission earner.
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Select the commission structure to apply to the commission earner in the Earns commission drop-down, and click Save.
Smile adds the commission earner to the agent. The Agent page is displayed.
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Click New Commission Earner.
- Repeat Step 6 to add more commission earners to the agent.
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Click Save.
Smile creates the agent. You can now assign the agent to accounts and subscriptions.Attention: If an agent will have multiple commission earners, add the additional earners before assigning the agent to accounts of subscriptions. 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.