This article will provide the steps on adding a Team Member to your account:
- Go to Agency Set Up
- Click on Step 2: Management Options
- On the left side, enter the new Team Member's name and email address.
- Enter the default password of 12345678.
- Select their Platform Permission (view permission types HERE)
- Enter all other applicable info.
- When finished, click on the orange icon that says Save New User to save the new profile.
- If the Team Member is eligible for commission/bonuses, please be sure to check the Commission/Bonus box in the User Status. If this is not selected, you will not be able to assign a bonus plan to this Team Member.
- If the Team Member is hourly, check the Hourly box and enter their hourly rate.
- If the Team Member is salary, you will check BOTH the Hourly and Salary boxes. Enter 0 for the hourly rate and then enter the yearly salary.
Once you have created a profile for your new Team Member, you will want to assign a Goal Plan and Bonus plan to them. (For steps on how to assign a goal plan to a Team Member, click HERE. For steps on how to assign a bonus plan to a Team Member, click HERE.)
You will need to advise your new team member of their email address and default password and have them log into FrontRunner with that information. Once they are logged in, please have the new team member update their password by going to My Dashboard > Change Password.
If you would like a member of the FrontRunner Support team to add a team member on your behalf, please email email@example.com the following information:
- Team member first and last name
- Email address for team member
- Permission level: (User, User Plus, Admin, etc.)
- Hourly rate or yearly salary, if applicable
- Does this TM earn Commission/Bonus (yes or no)
- Does this TM have any available PTO? (If yes, please list the hours or days currently available)
- Which existing goal plan will the TM be assigned?
- Which existing bonus, kicker, and/or activity plans will the TM be assigned?
- If the goal plan or bonus plan(s) do not currently exist, please include in your email the tracking items you wish to add to their goal plan and the daily goal for each, as well as the bonus structure you wish them to be assigned.
Once we have added the team member on your behalf, you will receive an email notifying you that it has been completed.
For even more information, check out this pro-tip video:
If you have any remaining questions after reviewing our Help Articles, please send an email to firstname.lastname@example.org. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!
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