Staff Profiles


Allows as much detail as you may require about your staff members to be maintained here


To access the underlying details on a particular staff member Select 



 


Mouse over the icons to the right of the display to reveal each associated option


                         

Allows the user (permissions dependent) to Update their own password





 

 Allows the Administrator/Owner to update the Consultant details as required





NOTE: 


The field Commission Rate is normally used to accurately calculate the Commission Split (%) associated with the Broker


The field Base Revenue is normally used to store the actual Seat Cost of the Consultant plus the expected yield (e.g. 10%) this figure is used in the forward revenue analysis report


The field Incentive is used to calculate the Bonus rate (%) which may be added to the Commission Rate where the Base Revenue is exceeded in any given month


 

Displays ALL trips managed by the selected Consultant



Displays ALL Clients managed by the selected Consultant



Allows access to update the Consultant permissions