Understanding user roles and hierarchy is the foundation for maximizing portal efficiency, optimizing commission structures, and ensuring seamless operations across your entire sales network - let's explore it.

Admins ↔ Channel Partners:

• Admins onboard and manage Channel Partners
• Admins set commission structures for Channel Partners
• Channel Partners report to Admins for high-level support and approvals

Channel Partners ↔ Customers:

• Channel Partners manage customer relationships
• Channel Partners create quotations for Customers
• Customers place orders through their assigned Channel Partner

Admins ↔ Customers:

• Admins have oversight of all customer accounts
• Admins may provide high-level support to Customers when needed

Hierarchy Breakdown

Level 1: Super Admin

• OnBoardSoft Administrative Level
• Full system control and oversight
• Can manage all users across the platform
• Has visibility into all accounts and operations

Level 2: Master Agent/Client

• Primary Account Holders
• Can recruit Sub-Agents/Sub-Clients
• Can add their own Sub-Users (employees)
• Sets commission structures for Sub-Agents
• Has full reporting view (self & subs)

Level 3A: Sub-Agent/Sub-Client

• Independent Business Entities under Master
• Cannot recruit other agents
• Operates independently but under Master's umbrella
• Receives custom commission splits from Master
• Can add their own Sub-Users (employees)
• Limited to self-only reporting view

Level 3B: Sub-User (under Master)

• Employees of Master Agent/Client
• Shares company profile with Master
• Same commission plan as Master
• Shared company reporting view
• Cannot recruit others

Level 4: Sub-User (under Sub-Agent)

• Employees of Sub-Agent/Sub-Client
• Shares company profile with their Sub-Agent employer
• Same commission plan as their Sub-Agent
• Shared company view with their Sub-Agent
• Cannot recruit others

Key Management Relationships

• Super Admin → Everyone: Complete oversight and management capability
• Master Agent → Sub-Agent: Recruitment, commission setting, oversight
• Master Agent → Own Sub-Users: Direct employee management
• Sub-Agent → Own Sub-Users: Direct employee management within their business
• No Cross-Level Management: Sub-Agents cannot manage Master's Sub-Users and vice versa