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What Controls Which Apps You Can Turn OnWhether an app's toggle is available, forced, or missing entirely depends on four independent layers stacking on top of each other — not just "on or off": 1. Development stage — an app can be published or still in…

How the Commission Processor WorksMoney only enters a member's commission balance one way: an administrator issues it through the Commission Processor. There is deliberately no automatic path from a CRM lead's approved Opportunity reservation into a…

Security Models and Branch TypesNaming note: the Settings card is titled "{Branch} Types" (using your organization's custom label — see What is custom labeling?), but the screen you land on is headed "Child Organization Security Models." These are two…

How to Compose and Send a Commission BatchNote: your whole organization shares one draft batch at a time — if a colleague is also on this screen, you're both editing the same draft. Issue commission to one or more team members. Before you start The Manage…

How to Connect Stripe for Commission PayoutsConnect the Stripe account commissions get paid from, and set the withdrawal minimum and hold period. Before you start The Manage Organization Finances right to make changes — without it, you can view the checklist but…

How to Turn Apps and Features On or OffNote: this is the screen that turns on Client Relations Manager (and every other product area) for your organization in the first place — if a feature area's Settings section is missing entirely, check here first. Turn…

How to Manage Pending Commission WithdrawalsReview members' withdrawal requests, and cancel one while it's still within its hold window. Before you start The Approve Organization Payouts right — separate from, and in addition to, the right needed to compose/void…

How to Manage Security Models and Branch TypesCreate or edit a policy template (Security Model) that a sub-organization inherits when created under one of its Branch Types. See Security Models and Branch Types first if these terms are new. Before you start The…

How to Review Commission History and Void a LineLook back at sent commission batches, and reverse a specific line if it was issued in error. Before you start The Manage Organization Finances right. Steps 1. Go to Settings → My Account → Commission Processor, on the…

How to Review Your Usage, Storage and BillingCheck your organization's plan, usage against plan limits, storage breakdown, and invoice history — this screen is entirely read-only reporting; there's nothing to configure here. Before you start The Configure System…

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