How to Add a Team Member

This article will provide the steps on adding a Team Member to your account:

1. Go to Agency Set Up
2. Click on Step 2: Management Options
3. On the left side, enter the new Team Member's name and email address.
4. Enter the default password of 12345678.
5. Select their Platform Permission (view permission types HERE)
6. Enter all other applicable info.
7. When finished, click on the orange icon that says Save New User to save the new profile.

Special Notes:

1. 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.
2. If the Team Member is hourly, check the Hourly box and enter their hourly rate.
3. 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.)

For even more information, check out this pro-tip video: 

If you have any questions that remain after reviewing our Help Articles, please send an email to [e-mail] or Submit a Support Ticket by visiting the Quick Links section at the bottom of FrontRunner. Please be as descriptive as possible and include all information that would expedite a resolution.