You can assign users permissions allowing them to onboard their own team members from front end FastGem. (For more information on assigning permissions, please see help articles "Setting Permissions for Users" and "Assigned User Group Definitions.") 

 If more specific accommodations need to be met for this feature to work for you, please consult FastGem Support. 

 

CREATING REP PROFILES WITHOUT USER RECORDS:

Please note: The video above applies ONLY to creating rep profiles, NOT technician profiles. You cannot create a front-end profile without a user record for a technician. Technicians MUST be Users, and they MUST be assigned the 'Technician' permission in the Assigned User Groups tab of the User Creation pages in the admin section (back end) of FastGem. For more information on user creation in back end, please see help article 'Onboarding a New User in ADMIN (Backend).'

 

Note: Thanks to FastGem updates, you no longer need to save and close a rep/tech record before you can edit it and assign that rep or tech a pay plan/phone number, etc. You can now enter pay plans as well as contact information and other details in a rep or tech profile when first creating it: 

 

CREATING REP USER PROFILES:

Please note: Technicians MUST be assigned the 'Technician' permission in the Assigned User Groups tab of the User Creation pages in the admin section (back end) of FastGem. For more information on user creation in back end, please see help article 'Onboarding a New User in ADMIN (Backend).'

NOTE: The 'Copy Comps From' option does NOT copy over volume bonuses or rep comp overrides.

NOTE: In addition to setting up payplans/comps as in the videos above, there is also an option to create volume bonuses in rep profiles. For more information on volume bonuses, please see help article 'Setting and Processing Volume Bonuses.'

 

For more information about payplans/comps, please see help category 'Commissions and Payplans.'