Compensation User Role

Overview

The Compensation user role is an add-on permission that grants visibility into compensation-related fields, reports, and workflows. It does not replace a user’s primary role (Owner, Manager, Staff, or Agent).

This role is typically assigned to users who need access to compensation data but do not otherwise have elevated system permissions.

Caution

🚧 Important: Only users with the Compensation user role or Owner role can access compensation-specific sections and reports. Managers retain other elevated system permissions but do not see compensation data by default.

What the Compensation User Role Grants

The Compensation user role allows a user to:

• View the compensation percentage rate

• View the expected net amount (calculated from the compensation percentage and compensable amount)

• Access the Compensation tab in the system

• View, create, and edit compensation data, including:

  • Compensation Reports
  • Agent Compensation
  • Compensation Workflows
  • Compensation Notes

• Access the Sales Report, including compensation-related fields

Note

📌 Note: Compensation fields remain hidden unless the user has the Owner role or the Commissions role assigned.

Who Needs the Compensation User Role?

The Compensation user role is typically required for:

• Staff users who need compensation visibility
• Agents who require access to compensation reporting
• Managers who need access to compensation data or the Compensation page