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Add User (Plans)

In this tutorial, we will guide you on adding a new user to a plan.

Step 1:

Log in to your ElevateHQ dashboard. On the left side panel under the “Commission Plans” section, select “Plans”.


Step 2:

Click on the plan for which you wish to add a new user.


Step 3:

The system will open the plan window where you will see the existing employees. On the top right corner select “Add Employee”. The system will then open a new window where you can add the user and their start date & end date. Once you have filled in the details, click “Update” and the user will be added to that plan.


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