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Please note that Agency refers to an entity and Agent refers to an individualthe manager/admin of the company and Agent refers to the agent under the manager/admin of the company. For instance, you may assign the sales code and set the Category as Agent to a sales agent under your company to tag him/her under your account. If you have other agency partners, you may assign a sales code and set the Category as Agency to the manager/admin of the company. They will then be able to perform the same method to assign the sales code to their sales agents, facilitating management of their sales team.
If User Type “Agency” is selected for the user: The assigned agency user will be able to gain access to the User Management table, as well as the similar Sale Code table to manage and assign sales code and commission % to their agents.
If User Type “Agent” is selected for the user: The assigned agent user will be able to gain access to the User Management table only to view the users under his/her account.
You may let MAF Admin (support@mafint.com) know the email addresses of your clients so that they can link your clients with your sales codes to tag them under your account.
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Please click on Add Row to add new agency or agent’s details and once saved, your username will be reflected under Parent column to signify that the Agency or Agent is under your Agency.
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Sales Code: Unique sales code for your agency/agent, determined by you
Category (Cat): Agency (Entity) or Agent (Individual)
Owner Email: Unique email address of the agency or agent user you want to assign the sales code to
Commission %: Commission percentage for the agency or agent user. If it is 50%, please input 50
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3. Once the details are filled, click on Save at the bottom left of the page to save the details. All the users you have assigned sales codes to will be able to access the Settings>Admin page immediately.
Please note that you will not be able to edit any data in the Sales Code table. If you want to make amendments, you may need to tick the checkbox of the row and click on Delete Row to delete the row.
Agency: Access to Sales Code table and User Management table
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Agent: Access to User Management table only
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4. You may let MAF Admin (support@mafint.com) know the email addresses of your clients so that they can link your clients with your sales codes to tag them under your account. Once linked, you may click on the User Management tab to view all the client users under your account, details include their last login time etc.
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Logic:
MAF Admin is able to view all sales agencies/agents users, other agency users can only view their immediate agency or agent users.
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