Introduction

The OnBoardSoft Channel Partner Portal has different user types with distinct roles and capabilities. This guide explains the key differences between Sub-Agents/Sub-Clients and Sub-Users to help new users understand the system hierarchy and permissions.

1. Sub-Agent/Sub-Client Overview

What is a Sub-Agent?

A Sub-Agent is an independent business entity that operates under a Master Agent but maintains their own business identity and operational independence.

Key Characteristics of Sub-Agents:

• Independent Operation: Functions as a separate business entity under the Master Agent
• Limited Recruitment: Cannot recruit other agents (only Master Agents can recruit)
• Individual Commission Structure: Receives custom commission splits set by the Master Agent
• Restricted Access: Does not share the Master Agent's company profile
• CRM Access: Has access to CRM and lead management tools (granted by Master Agent)
• Reporting Scope: Can only view their own sales reports and performance data
• Administrative Visibility: Visible to OBS administrators for management purposes

Business Purpose:

Sub-Agents are ideal for expanding your sales network with independent contractors or partner businesses who want to maintain their own brand while working under your umbrella.

2. Sub-User Overview

What is a Sub-User?

A Sub-User is an employee or team member within the same company who needs access to specific portal functions but operates under the main account's umbrella.

Key Characteristics of Sub-Users:

• Same Company Identity: Shares the main company profile and branding
• No Recruitment Rights: Cannot recruit other users or agents
• Shared Commission Plan: Participates in the same commission structure as the main account
• Full CRM Access: Has access to CRM and lead management tools
• Shared Reporting View: Can view company-wide sales data and reports
• Administrative Visibility: Visible to OBS administrators for management purposes

Business Purpose:

Sub-Users are perfect for internal team members, employees, or staff who need portal access to perform specific tasks while maintaining unified company operations.

Key Differences Summary

When to Use Each Type

Choose Sub-Agent When:

• Working with independent contractors or partners
• Partners want to maintain their own business identity
• You want to create a multi-tier sales structure
• Different commission arrangements are needed
• Partners operate in different markets or regions

Choose Sub-User When:

• Adding internal team members or employees
• Need unified company reporting and branding
• Want simplified commission management
• Require shared access to company resources
• Building an internal sales team

Management Hierarchy

• Super Admin--> Sub User (Employee of Master/Main, Super Admin level)
• Master Agent/ Client--> Sub Agent/Client(Independent Business)--> Sub user (Employee of Sub-Agent)
• Master Agent/ Client--> Sub User (Employee of Master Agent/ Client)