SENRO has flexible Structure then large such ss Networks or Aggregators to use the software to reconcile their commission payments, or small companies from Sole Traders of Large Practices. The organisational structure can be configured to support the following scenarios: -
Navigation controls are arranged under each user profile and enable you to configure a customised view for user. Refer to navigation controls for more information.
Access to client files. is controlled under viewing rights in each user profile. When client viewing rights are configured, they are divided into the following categories.
Each SENRO subscriber can store a single head office record. Each head office can have multiple branches,
divisions and users. You can view or enter more information under head office details.
If vou are a single company operating from a single branch, then head office details may not be required. Refer to the 'Company Section' and manage your data from there. |
under Head Office Details you is optional and purely for data capture and storage purposes. |
Use Head Office Branches to Manage Sales Areas for multiple 'Company Branches'. |
ADD HEAD OFFICE BRANCHES
HEAD OFFICE DIVISIONS
Head office divisions can be used to manage the relationships between head office divisions and companies. Each company can be assigned to a division. (Note: head office branches are linked to company Branches). |
Each SENRO Subscriber can manage deta for 'Multiple Companies' by user the company configuration. Companies are to branches under Ownership', where the percentage can be divided between all companies or associated to selected companies, |
This table displays all active companies. relating to branches and staff associated to the company record.
Under company details you can store information on the companies operational details. This is operational and purely for data capture and storage purposes |
Viewing and Editing Company Branch Records:-
This table displays all active Company Branches. Each company branch record Stores information relating to branches and staff associated to the record.
Be owned more than 100%. This Section is important for 'Commission' Management. A Commission is owned by and the Commission distributed to companies based on their ownership Of the branch. The ownership the company commission splits at the time fee expectation is created. |
NOTE:
Each Branch can business through one or business channels, The branch must be associated to the channel creating the application. Effective date determine the available channels at the time a is created. |
This table displays all active Company user profiles.
You CM view the 'Staff' to the company, under 'Company profiles' the Staff assigned to the by this company. |
You cannot disable a 'user profile" is client records have been linked. You must first use the 'bulk Transfer' tools, |
You cannot disable a 'user profile' from a branch if Client records have been linked to the Staff branch. You must first use the 'bulk transfer' tools. |
The Accreditation will be used soon for allocation rules for opportunity management |
Refer to page 5, for more information on Access and Viewing Rights. |
Set up default settings for your users to speedy set up, G Administrators, Advisers etc. This is held in Access Controls under the tab |
This screen shot is an example; mare navigation options are available in the system. |
This table displays all active Each record stores information relating to call centre staff associated to the record.
Call Centre Staff have full client viewing rights but their navigation viewing rights can be customised. |
Referral Agreements store the 'Company Branch' and / or 'Adviser' the new leads will be gassed to. |
Each can have multiple branches. Each introducer staff can only be linked to one branch. |