Difference between revisions of "Agent Management"
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In 2014, Emersion launched the Agents module which provides for a way for Agents (or other parties) to place orders for products and services on behalf of a Service Provider, without giving them a login to the Service Provider's account in Emersion. This module is tightly integrated with the &&&&&Commissions module&&&&&, although it is not mandatory to subscribe to Commissions. | In 2014, Emersion launched the Agents module which provides for a way for Agents (or other parties) to place orders for products and services on behalf of a Service Provider, without giving them a login to the Service Provider's account in Emersion. This module is tightly integrated with the &&&&&Commissions module&&&&&, although it is not mandatory to subscribe to Commissions. | ||
| − | Service Providers with Agent Management will set up each Agency with their own instance of Cumulus, under which individuals who work for that Agency can be given their own staff account. From here, the Agent can place orders on behalf of the Service Provider and manage that client. An Agent, depending on preferences, can be granted access to entire customer base of the Service Provider, limited access to some customers, or be restricted to only customers that they create. These access privileges are controlled by the powerful and flexible | + | Service Providers with Agent Management will set up each Agency with their own instance of Cumulus, under which individuals who work for that Agency can be given their own staff account. From here, the Agent can place orders on behalf of the Service Provider and manage that client. An Agent, depending on preferences, can be granted access to entire customer base of the Service Provider, limited access to some customers, or be restricted to only customers that they create. These access privileges are controlled by the powerful and flexible [[Account/Account_Groups|Account Groups]] feature in Emersion allowing for granular control over which Agents can see and edit customers and customer information. |
The Service provider retains the ownership of that client and can see, process and manage customers and orders created by the Agent. If Commissions is enabled, the Service Provider can view and process commissions made for orders placed by it's Agents. | The Service provider retains the ownership of that client and can see, process and manage customers and orders created by the Agent. If Commissions is enabled, the Service Provider can view and process commissions made for orders placed by it's Agents. | ||
Revision as of 13:13, 14 January 2015
Agents and Agent Management
In 2014, Emersion launched the Agents module which provides for a way for Agents (or other parties) to place orders for products and services on behalf of a Service Provider, without giving them a login to the Service Provider's account in Emersion. This module is tightly integrated with the &&&&&Commissions module&&&&&, although it is not mandatory to subscribe to Commissions.
Service Providers with Agent Management will set up each Agency with their own instance of Cumulus, under which individuals who work for that Agency can be given their own staff account. From here, the Agent can place orders on behalf of the Service Provider and manage that client. An Agent, depending on preferences, can be granted access to entire customer base of the Service Provider, limited access to some customers, or be restricted to only customers that they create. These access privileges are controlled by the powerful and flexible Account Groups feature in Emersion allowing for granular control over which Agents can see and edit customers and customer information.
The Service provider retains the ownership of that client and can see, process and manage customers and orders created by the Agent. If Commissions is enabled, the Service Provider can view and process commissions made for orders placed by it's Agents.
Agents Overview
Agents, or staff of agencies, that undertake sales activities on behalf of a service provider are implemented through a specific set of accounts, org units and roles organised & configured in a way that allows information to be shared appropriately across Emersion’s multi-tier hierarchy.
The structure of the set up is represented in the following diagram.
Once the Agents module is enabled for your Service Provider account, you will be required to configure the module for your use and create an Agent account for your existing Agents. Please download the user manual below to assist you set up and configure Agents.
File:Systems Administration - Agent Management v1.0.pdf
See More
- Commissions
- Account Groups
