• There may be icons in these instructions that may not appear in your platform. 
• You can only set Roles if you are the Digital Champion or have the correct permissions.
• There is also a section on Roles in the Batch Update article if you are wanting to perform an update to Roles on a larger scale.

 

Here are the Permissions relating to the use of Roles:

 

Under admin permissions:

 

 

Digital Champions and/or Users will need the above to set up Roles and allocate to employees.

 

Under bond permissions:

 

 

View Policy Role Employees : This would be added to employees permissions so they can view the Role and also see the Primary Role on 'Policy Details' tab, on the customer screen in bond .  It allows anyone to easily locate who deals with that customers policies

Assign Policy Role Employees: Users with this permission can view AND assign policy roles and also see the Primary role on 'Policy Details' tab. 

 

Users who have none of the above will neither see the Primary Role on the Policy Details tab nor see the Roles tab at all. 

There is also a requirement that if you want to pay an employee commission, they must be assigned a Role for the function to work. 

 

 

View a recording (2.40 minutes) on how to create a Role and assign to Employees : Roles 

• From the admin module, select Nude Setup.  The icon is shown here:

 

 

 

 

 

• Then select Roles.
• If there are any existing Roles setup, they will show here. You can edit those Roles by selecting the Actions icon (3 dots) at the right hand side of the page.
• For adding a new role, select + Add New.
• The new page opens and you will be asked to fill in the fields.  
  • The name of the role.
  • And a description (which is optional).

Here is an example:

 

 

 

• Selecting Submit will add the Role to your platform and you can assign users to that role.

 

You will then return to the previous Roles screen where it will show a table summary of the information you filled in.  Such as:

Name = This is the name you used for the Role.

Description = This is the description you used, there will be no information if you left the description blank in setup.

Employees = Once you add Employees to the Role the number of how many are assigned to the role will show here.

Primary = the Green tick icon reflects which role will be the Primary role in the customer screen in bond.  If you have more than one Role set up, you can change which is the Primary one by selecting the Actions icon next to a Role which is not currently the Primary one – shown here:

 

 

 

 

Once you have set up all the roles that you have in your organization, you can assign employees to the Roles.

 

 

• From admin, select Employee Setup.
• The Employee list opens and you need to go into each employee who needs a role assigned to add it to their profile.
• Use the Actions button (3 dots), for each employee to do this, then select Edit.
• The right side of the screen, under Business Information, is a section called Roles.  Find the Role from the dropdown menu and select it.
• If the Role doesn’t appear here, it hasn’t been setup in Roles (see above instructions to set that up).
• Press Submit to confirm the changes, and assign the Role.

You can return to the Employees screen and the Roles Icon for that employee should now show a number indicating the number of Roles assigned to them.

Example here:

 

 

 

 

Once you have setup a Role and assigned the Role to an Employee you can add it to a Customer profile (if the customer already exists, with a policy, in bond).

• Go to bond.
• Search and select the customer you want to assign the Employee in the Role to.
• Go to the Roles tab on the right of the screen.  Example shown here:

 

 

• Using the dropdown menus next to the Role, you can select who (which Employee) to allocate to which Role.
• If the Role is not setup or the Employee has not been assigned a Role, they will not appear as options in the section.
• You can change the Primary Role for the customer by clicking on the Action icon (3 dots).

This Primary Role will then show on the main Customer screen.

Here is an example:

 

 

It is worth mentioning that if this process is completed in bond AFTER the policy is set up, any transactions that have occurred BEFORE the Role was assigned will NOT be connected to that User.

So if the Role is used in connection with paying Employee Commission, the transaction will not be pulled through. Only transactions after the Role is assigned will apply, like Policy Change.

 

 

The Role/User must be assigned to the sale in thru for the New policy transaction to apply for that User (if you are wanting to use to report on and reconcile Employee Commissions.

This can be done in two places in thru.

 

• By using Email Quote.
• By completing the sale on Checkout and Pay.

 

When the option of Email Quote is available, during the quote process in thru, you can use this icon to assign the Role (and therefore the policy transactions) to yourself or another user.  The Email Quote icon is available from the Quote and Customize screen and is visible by logged in Users (brokers etc) and NOT by customers.  As soon as the broker/user selects Email Quote, the Role Name and Employee fields appear, where the user can select from the dropdown menu to assign to themselves.  If the User selects Save and Close this saves to the quote. Shown here:

 

 

This means that if the customer uses the link later on and purchases without the brokers assistance, the Role stays with that sale and the User is awarded with that sale transaction.

As the customer cannot see the Role they cannot change it or remove it, it stays with that quote/policy.

It will also remain if the User restores the quote from within bond.

 

Alternatively, if the broker/user proceeds to the Checkout and Pay screen and completes the policy purchase, the Role appears on that screen too, just above Buy Now.

 

 

A Role must also be set in order that a Commission Agreement transaction can be calculated and assigned to that Employee. 

All transactions that occur for that customer will be assigned if: 

• Commission Agreements are set up

and 

• The Role is assigned to the Employee

and 

• The Role is assigned to a sale during Checkout and Pay or the quote in thru.

If more than one Role is allocated and more than one Commission Agreement is set, the commission will be payable on all Roles.

Putting the same name in two Roles will not pay commission twice.

See article : Commission Agreements