Copy of Admin Management

销售管理和客户跟踪CRM下周应该更新了

这样大家就可以随时创建渠道商代码，方便渠道商管理，同时大家随时了解旗下的客户登陆情况，方便客户跟进

希望这个功能能帮助咱们在国内的渠道业务开发工作

If you are an Agency Partner, MAF Admin will assign you with a Sales Code, which will allow you to gain access to the Sales Code Admin Management function. You will then be able to set up and manage your sales channel to track all the agents and client user accounts tagged under you, as well as referral commission details.

Please note that Agency refers to an entity and Agent refers to an individual.

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.

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.

Please refer to below to learn more.

1. To access the Admin Management page, click on Settings from the navigation sidebar on the left, followed by Admin.

2. Please click on the Sales Code tab to access the table. As shown in the first row, MAF Admin has created a new row for you as an Agency, with the commission % indicated. MAF Admin is the Parent and your username is the Owner.

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.

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

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.

Agency: Access to Sales Code table and User Management table

Agent: Access to User Management table only

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.

Logic:

1. MAF Admin is able to view all sales agencies/agents users, other agency users can only view their immediate agency or agent users.

2. When deleting row in the Sales Code table, it is subject to below validation:

• if client user is linked to the agency/agent’s sales code, deletion will be rejected. You may need to request MAF Admin to delete the sale code from the client user first before the row can be deleted.

• if agency has children code, deletion will be rejected. You may need to delete all the children agency/agent row before the parent agency row can be deleted.

3. MAF Admin can view all client users; Agency/Agent user can only view their client users; Only MAF Admin can update client users' values, so MAF Admin will input the Agency/Agent’s sales code to the client users