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Below the three types of Agents are explained and how they interrelate.
User-Service Agent:
The User-Service Agent component is added to a User-Service within a User-Package that resides on a User/Account (via edit Package -> edit Service on the Packages or Overview tab)
The User-Service Agent component will take precedence (override) User-Agent settings on the account (if a User-Agent is configured on the account or parent account) If 'Commission Details' are configured on the User-Service Agent then commission will be applicable regardless of which Commission Type is configured on the User-Service. Matching the exact Commission Type specified on the User-Service is not required when Commission Details are defined on the User-Service Agent, any commissionable Service will result in commission being earned in this scenario
If Commission Details are not configured on the User-Service Agent then Agent commission settings (Setup tab -> Agents -> Agent Commission Details) will be referenced. If the 'Commission Type' on the User-Service matches the Agent Commission Details -> Commission Type then commission will be earned based on the the Agent Commission Detail configuration. If the Commission Type does not match, no commission will be applicable (Note: how commission is applied is laid out in a flow chart below this section)
User-Agent:
The User-Agent added to a User/Account (from the Tools tab)
The User-Agent commission settings will not be referenced for a User-Service on the account if the User-Service has a Agent Component on it (the lower level User-Service Agent agent takes precedence over the User-Agent)
If UserAgent Commission Details are configured for the User-Agent then a "Commission Type" defined in one of the UserAgent Commission Details must match the Commission Type setup on the User-Service. If the Commission Type does not match then Agent Commission Details (commission details configured for the Agent on the Setup tab) will be evaluated to see if commission is applicable, i.e. if the User Service -> Commission Type matches the Agent -> Commission Type then Agent commission settings will be applicable, if not no commission will be paid
If no UserAgent Commission Details are configured for the User-Agent then Agent commission settings will be evaluated, if there is no type match at the Agent level then no commission is applicable
Agent:
The Agent settings are configured on the Setup tab (Setup -> Commission -> Agents)
Agents are tied to and created from existing EngageIP accounts, i.e. accounts need to exist/be created for each sales agent that earns commission
Once Agents are defined they will be selectable when adding a User-Service Agent component to a User-Service or a User-Agent to an Account
Agent commission details are not referenced independently, they are only evaluated if a User-Service Agent/User-Agent is present on a User-Service/User and the Commission Detail Settings for these Agents are either:
a. Not configured or.
b. The User-Agent Commission Details > Commission Type does not match the User-Service
Commission TypeLike the User-Agent, the Agent Commission Detail settings will only be applied if the "Commission Type" (for instance 'One Time' commission) matches the Commission Type set on the Commission Type Component that is connected to the User-Service. If there is no Commission Type match (Service Component -> Commission Type matches Agent Commission Details -> Commission Type) then commission is not applicable
Agents and their commission configuration under one Owner can be shared with other branded owners (configuration steps are listed in this article below)
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A Package that is connected to the User-Contract has a User-Service with the appropriate Commission Type (in this case Recurring) configured. (Commission Type Components are added via Setup > Service > Configuration)
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Example Outcome: when the User-Contract > User Contract Status is switched to an Active status the following will occur:
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