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 following instructions on creating rep profiles without also creating user records apply 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: Reps with only profiles, not user records, will of course not be able to log in and use FastGem themselves, and therefore any data that they generate will need to be entered into FastGem by an actual FastGem user.

 

To create a rep profile without creating a user record, navigate to your Rep/Tech Profiles page (this may be called something slightly different or be located in a different place than pictured below, depending on your instance's customization. 

 

 

 

Click 'Add Item' at the top of the page. 

 

 

From within this new rep's profile, you can enter contact info, put them on a payplan, assign them an area and/or provider, and otherwise customize their commissions. (For more information on customizing commissions, including volume bonuses and referrer flat overrides, please see help category 'Commissions and Payplans'):

 

 

 NOTE: Reps who are not users can only be on the bottom tier of a reporting structure. You cannot assign reps under a rep who does not have a user profile. Please see help article 'How To Assign Reps/Techs to a Team Leader' for more information. 

 

 

 

 

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. When using the 'Copy Comps From' option, you will normally be copying comps from someone who is not on a payplan. 

For more information on customizing commissions, including volume bonuses and referrer flat overrides, please see help category 'Commissions and Payplans'

 

NOTE: In the video above, Mass User Creation is enabled for the example instance. If the User Creation spreadsheet does not appear for you when creating new users in front end, please contact FastGem Support or see help article 'Enabling Mass User Creation in Front End.'