How do I add team members to a Customer Profile?

Follow the steps below to add team members to a Customer Profile and set the rates in which each user will be commissioned for that account.

Commission can also be set from the Customer profile. See all team members on commission for a specific customer and manage rates right from within a customer’s profile.

In the Customers module, you will now see an “On Commission” section in each customer profile. From here, you can view and manage all salespeople who will generate commission for the customer.


When a team member is assigned as the salesperson on a customer profile, any order created by that customer will have the user associated. Users will then appear as "On Commission" in the order details for customer accounts they are assigned to.