Typically, there is one admin in the system or all owners have the role of owner with the added setting of admin. 

As owner (without admin setting) the owner can only do what is configured in the roles menu. As owner with admin setting enabled, it means they have access to do anything and everything regardless of role.

In order to read a sales person’s commission reports, your user menu must be set to the role of owner and you must have the admin setting enabled as well. Even if staff and manager are on the sales team of the rep with admin selected, they will not have the ability to pull sales rep summary or detail reports from commission reports.

Typically these are the role options and what is selected for owners. Reps do not have data entry, all sales or all commission reports. Staff members do have entry process typically and limited report views. The two lines marked with (x) after them are the only thing on set up that owners don’t have access to. 

Menus for Owner

  • OppLoop
    • Companies
    • Contacts
    • Opportunities
    • Inquiries
    • Sub-Tables
    • Projects
    • CRM Import
  • Dashboard
    • Entry Process
      • Import Log
      • Load Data
      • Map & Import
      • Aliasing
    • Data Management
      • Commission Data Overview
      • Split
      • Create Plans
      • Plans v/s Actuals
      • Products
      • Create Customer Forecast
      • Customer Products
    • Sales Reports
      • Line Overview
      • Customer Summary
      • Customer Details
      • Product Details
      • Plan Vs Actual
      • Principal Page
      • Sales by Month
      • Credited Sales Report
      • Sales Comparison Report (x)
    • Commission Reports
      • Commission Dashboard
      • Commission Summary
      • Commission Details
      • Sales Rep Summary
      • Sales Rep Details
      • Commission Expanded
      • Sales/Comms By Month
      • YTD Sales Comparison
    • Booking Reports
      • Forecast Vs Booking
  • E-mail
  • CRM Sync
  • Reporting
  • Setup
    • Users
    • Sales Teams
    • Private Teams (x)
    • Roles
    • Configuration Settings
  • Organizer
    • Calendar
    • Tasks
    • Messages
    • Notes