NOTE: At least one closed run of commission items needs to be processed under the customer/account in order for the agent user to have access to the customer/account page. A default rep does not give the agent permission to view the customer/account page automatically until they receive commissions under it.
Top Left Menu >> Customers >> Click on a customer you want to assign a default rep
To assign a default rep for the customer, click on the pencil.
To clear the default rep, click on the "X".
To view default reps across customers, add the default rep and Default agency as columns to a view.
For more granular reporting, use the following filter under the commissions section:
- No default rep - Filter on whether there is an assigned default rep for customers
- Assigned Reps