How To Allow Managers Permission To View Rep Statements?

To allow user A to view the commission statement of user B, you can:

• Set B's direct manager to A
  
  • Edit the user
  • Set field "Direct Manager"
• Create a permission team
  
  • Set A as the manager 
  • Set B as a team member 

Learn more about the difference between these two options here. 

Here is what setting a direct manager looks like:

Permissions are applied to the entire hierarchy of direct managers:

When using teams to grant permissions, further permission settings are available on the team:

• Manager Can View Team Members' Rewards
  
  • This allows the team manager to view payouts for team members
• Manager Can View Team Credits
  
  • This allows the team manager to view credited transactions for team members 
• Members Can View Team Credits
  
  • This allows team members to view credited transactions for other team members
    

User And Team Hierarchy

Permissions are hierarchical. If user A is the direct manager of user B, who is the direct manager of user C, then user A can access user C's statement. The same applies to teams.

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