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Above all, e-manage is a sales software and as such access to companies and credit for sales on those companies is set by adding salespeople to the access list.

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If you are a salesperson, your name will automatically be added to the Access List Grid when saving a new company unless it is a Company Type setup to allow access to all salespeople (such as a Vendor). 

By checking the primary checkbox and setting the credit to 100%, you are setting the software to automatically make every project made for this company location assigned to the salesperson(s) checked as primary and use the Credit % automatically. If you split the commission on a customer with another salesperson, you can add more than one salesperson and set the Credit % accordingly within the existing grid. Adding a salesperson at 0% credit allows them to manage the account without receiving any credit. The total credit % cannot exceed 100% between all salespeople added together. If you have the appropriate rights you can always adjust the salesperson on a per Project level if necessary.

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Note: Without checking the primary checkbox on a salesperson line, the salesperson will only have access, not automatically be added to any Projects or Quick Quotes CreatedOur commitment to safeguarding your company's profit margins led us to develop an automated solution that ensures you never overlook estimating freight charges on a job. This groundbreaking functionality is designed to be effortless to set up and requires no specialized knowledge for users creating estimates and quotes in e-manage|ONE. In this video tutorial, we'll guide you through the straightforward setup process and showcase the impressive capabilities of this unique and valuable new feature.