How do I assign a customer account to a user?

Continue reading to learn how to assign customers to a user profile and set the commission rates for each account.

In addition to setting default commission rates, you can also assign customers to a user profile and set the commission rates for each account.

Use the “Add Customer” button to find and assign customer accounts within the user’s profile. From here, you can specify the commission type and rate for each customer.

 

When added, the user will automatically be commissioned for orders made by the associated customers at the specified rate.

Commission rates can be edited or deleted at any point. Editing or deleting a team member’s default commission rates will only affect the next commission cycle.