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Settings → Team lists the users in your CRM, the roles on your team, such as Setter and Closer, and the commission rate each person earns in each role.
This is a Labs feature that we hand out one account at a time while it’s being built. The Team roles & commissions card only appears under Settings → Labs for accounts that have it. With it off, Settings → Users works the way it always has.
Team keeps your roles and rates. It doesn’t calculate or pay commissions yet.

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Who sees what

  • Account admins see every rate and can add roles and change rates.
  • Everyone else sees names and roles only: no rates, and nothing to change.

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Members

Members lists the users in your CRM for this account. Users deleted in your CRM don’t show up. To add or remove someone, use Settings → My Staff in your CRM. Everyone gets each role’s default rate. To give someone their own rate:
  1. Click the role under their name.
  2. Enter the rate as a percent, then choose Save.
Their rate is marked Custom. To go back to the role’s default, click the role and choose Reset to default. Rates go from 0% to 100%, with up to two decimals, such as 7 or 4.25. A custom rate stays put when the role’s default changes, even if it was the same as the default when you saved it. Use Reset to default to follow the default again.

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Roles

On the Roles tab, account admins can:
  • Add a role with a name and a default rate.
  • Edit a role to rename it or change its default rate. People with a custom rate keep it.
  • Use the arrows to change the order roles appear in.
  • Archive a role you no longer use. It disappears from Members, and every rate on it is kept. Restore brings it back with those rates.
Roles can’t be deleted, and two roles can’t share a name. An account can have up to 50 roles, archived ones included.

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Team on a file

Once your account has at least one role that isn’t archived, each applicant’s page gets a Team tab. It lists your roles in order and who holds each one on that applicant’s file, or No one yet. Each role has one person per file, and one person can hold more than one role.
  • Account admins use Choose or Change on a role to pick someone from the users in your CRM, searching by name or email, and Remove to clear it.
  • Everyone else sees the names only, and only on files they can open under your Data Access settings.
If you archive a role, files that still have someone on it keep showing them, marked Archived. You can remove them, but you can’t pick anyone new for that role. If someone is deleted in your CRM, files keep their name, marked No longer in your CRM, until you change or remove them. The Team tab doesn’t change the contact’s owner or anything else in your CRM yet.

Account and team settings

Where your team’s users and admin roles come from.

Labs (Early Access)

How Labs features are turned on, and why one might not be there.