Set commission rates

Edit rate, hold period, and applies-to on each group's incentives. There is no program-wide commission page.

Set commission rates

Commission settings live on incentives, and incentives live on groups. There is no program-wide commission page. Use a separate group when a tier needs its own rate, hold, or applies-to.

1

Open the group's incentives

Open Groups, click the group, then Incentives Setup. A new account has one default group.

Incentives Setup on the group page

2

Edit the incentive

Open an incentive. Set:

  • Commission Rate — Fixed, Percentage, Credits, or Months
  • Approval Type — including Hold Period
  • Applies to — All plans and products, a plan type, or Specific products

Save.

Common issues

No program-wide commission settings page

Cause: Rates are not set at program level.

Solution: Open the group → Incentives Setup and edit the incentive there.

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