ORGANISATIONAL STRUCTURE

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: -

Head Office can have many Head Office Branches
A Company Branch is assigned to a single Head Office Branch
Companies can own many Company Branches
Company Branches can be owned by many Companies
Company Users can work for many Company Branches
Teams are groups of Head Office and/or Company Users
Head Office and/or Company Users can be members or leaders of many Teams
Introducers can have many Introducer Branches
Introducer Branches have a single Introducer Company
Introducer Users can work for one introducer Branch
Call Centre Companies have many Call Centre Users
Call Centre Users belong to a single Call Centre Company

Viewing Rights

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.

Head Office Details

Click on Management on the top navigation bar.
Click on Head Office on the lower no navigation bar.

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.

NOte

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.

HEAD OFFICE OPERATIONAL DETAILS

Note

under Head Office Details you is optional and purely for data capture and storage purposes.

HEAD OFFICE OPERATIONAL DETAILS - ADD INSURANCE

HEAD OFFICE OPERATIONAL DETAILS — ADD MEMBERSHIPS

HEAD OFFICE OPERATIONAL DETAILS — ADD LICENCE

HEAD OFFICE OPERATIONAL DETAILS — ADD AGREEMENT

HEAD OFFICE BRANCHES

Note

Use Head Office Branches to Manage Sales Areas for multiple 'Company Branches'.

ADD HEAD OFFICE BRANCHES

HEAD OFFICE DIVISIONS

Note

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).

Add Head office division

Companies

Note

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,

Viewing and Editing Company Records:-

Click on Manage m ent on the top navigation bar.
Click on Companies on the 10 wer navigation bar.

This table displays all active companies. relating to branches and staff associated to the company record.

COMPANY OPERATIONAL DETAILS — ADD INSURANCES

Note

Under company details you can store information on the companies operational details. This is operational and purely for data capture and storage purposes

COMPANY OPERATIONAL DETAILS — ADD AGREEMENTS

COMPANY BRANCHES - VIA COMPANIES

Company Branches

Viewing and Editing Company Branch Records:-

Click on Management on the top navigation bar.
Click on Company Branches, under 'Companies' on the lower navigation bar.

This table displays all active Company Branches. Each company branch record Stores information relating to branches and staff associated to the record.

Edit Company Branch Details

Note

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.

COMPANY BRANCHES - LINK CHANNELS

NOTE:

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.

COMPANY USER PROFILES

Click on Manage ment on the top navigation bar.
Click on Company Staff under Companies, on the lower navigation bar under.

This table displays all active Company user profiles.

Note

You CM view the 'Staff' to the company, under 'Company profiles' the Staff assigned to the by this company.

Note

You cannot disable a 'user profile" is client records have been linked. You must first use the 'bulk Transfer' tools,

Add Company Staff - Individual Details

COMPANY STAFF PROFILES — LINK BRANCHES

Note

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.

EDIT COMPANY STAFF — PERSONAL INFORMATION

EDIT COMPANY STAFF - ACCREDITATION DETAILS

EDIT COMPANY STAFF - ADD ACCREDITATION DETAILS

Note

The Accreditation will be used soon for allocation rules for opportunity management

EDIT COMPANY STAFF - ADD MEMBERSHIP DETAILS

EDIT COMPANY STAFF — SYSTEM ACCESS

EDIT COMPANY STAFF - SYSTEM ACCESS / OWNERSHIP VIEWING RIGHTS

Note

Refer to page 5, for more information on Access and Viewing Rights.

EDIT COMPANY STAFF — NAVIGATION CONTROLS

Note

Set up default settings for your users to speedy set up, G Administrators, Advisers etc. This is held in Access Controls under the tab

Note

This screen shot is an example; mare navigation options are available in the system.

Call Centres

Viewing and Editing Call Centre Records

Click on Management on the top navigation bar
Click on Call Centre's on the lower navigation bar

This table displays all active Each record stores information relating to call centre staff associated to the record.

ADD / EDIT CALL CENTRE DETAILS

CALL CENTRE STAFF

CALL CENTRE STAFF— EDIT INDIVIDUAL DETAILS

CALL CENTRE STAFF — SYSTEM ACCESS

Note

Call Centre Staff have full client viewing rights but their navigation viewing rights can be customised.

INTRODUCER COMPANIES

ADD/ EDIT INTRODUCER COMPANY

EDIT INTRODUCER COMPANY — OPERATIONAL DETAILS

Note

Referral Agreements store the 'Company Branch' and / or 'Adviser' the new leads will be gassed to.

INTRODUCER COMPANY - EDIT / ADD REFERRAL AGREEMENTS

Introducer Company - Add/Edit Add Licence

INTRODUCER COMPANY - BRANCHES

EDIT INTRODUCER COMPANY — BRANCHES/ ADD BRANCH

Note

Each can have multiple branches. Each introducer staff can only be linked to one branch.

EDIT INTRODUCER COMPANY - STAFF

EDIT INTRODUCER COMPANY - STAFF / ADD STAFF

EDIT INTRODUCER COMPANY - LINK BRANCH TO STAFF

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