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Actions

Description

 

Clicking this button opens the Edit popup for a particular record. Users can make amendments to any field.

 

Clicking this button to trigger the record deletion. Once confirmed, the record is deleted.

Root organization is not deletable.

a. Add organization

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Field

Description

Name

Name of the organization

Parent organization

The parent organization

  • If your partner coordinates directly with your company then the parent organization will be the root organization (as the tenant name)

Organization number

Organization number

Phone number

Phone number of the organization

Email

Email address of the organization

Address

Address of the organization

City

City of the organization

Postcode

Postcode of the organization

Description

Description of the organization

Allow Commission

Allow to apply sales commission on the quotes that are sold via the organization’s people

  • You need to opt this option to enable sales commission of your organization

Sales Commission Rate ( % )

Sales commission for salespersons of this organization

  • This commission will be applied for both new business and renewal policies

Renewal organization

The Renewal Organization of This Organization’s Policies

  • During the policy renewal process, Seamless will transfer the policy’s organization to the renewal organization.

3. Organizations vs. Users 

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