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.
🚧 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: 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