The Allow Teammate to See Others’ Payment Details toggle in the Team Settings menu enables Team Leaders to hide payment details from Team Members, so that Team Members can only see their own portion of the Payment Participants Commission Breakdown within reZEN. It also prevents those Team Members from viewing or receiving the emailed copy of the Commission Document.
To hide payment details from Team Members, navigate to My Team and then choose View Team.
Next, find the Team Details menu and make sure the “Transaction Editors” and “Commission Document Approver” are set to Team Leader OR Team Leader and Admins - otherwise Team Members will still be able to see the Commission Documents and Payment Details
Finally, toggle the Allow Teammate to See Others’ Payment Details setting OFF.
And that’s it!.
What happens when I hide payment details for team members?
The Allow Teammate to See Others’ Payment Details toggle in the Team Settings menu enables Team Leaders to hide payment details from Team Members, so that Team Members can only see their own portion of the Payment Participants Commission Breakdown within reZEN. It also prevents those Team Members from viewing or receiving the emailed copy of the Commission Document.
If the ability to see payment details is turned OFF, it will affect participants in the transaction in a few different ways, outlined below:
- Team Leader - There will be no change to what the Team Leader sees. Team Leaders will still be able to see payment details for all Team Members, view Commission Documents, and will receive the Commission Document email once sent.
- Admin/Transaction Coordinator - There will be no change to what the Admin/Transaction Coordinator sees, as long as they have permission to edit transactions. Admins/Transaction Coordinators will still be able to see payment details for all Team Members, view Commission Documents, and receive the Commission Document email once sent, as long as they have the permission to do so.
- Transaction Owner - There will be no change to what the Transaction Owner sees. Transaction Owners will be able to view the commission document and see the gross and net payout for other participants. They will not be able to view the detailed breakdown of splits and fees for other Payment Participants.
- Team Member - Team Members / Co-Agents will no longer see the payment details for anyone else on a transaction. They will only see their own payment details in the Payment Participant section. They will also no longer see the View Commission Document button in the transaction, and will not receive a copy of the Commission Document email sent through reZEN.