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Agencies, agents & commissions

How field-marketing agencies, their agents and commission tracking fit together.

Field operations are often run by partner agencies. ChekIntel models the full hierarchy: an agency manages many agents, and each agent staffs one or more centres.


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*Agencies with their teams, activity, commission model and outstanding balance.*


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WHAT IS TRACKED PER AGENCY

Its region, number of agents and centres, total validations and redemptions, the commission model and rate, and the amount currently owed — in your market's own currency.


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THREE COMMISSION MODELS

• Per validation — a rate for each validation performed.

• Per redemption — a rate for each prize handed over.

• Monthly retainer — a flat monthly amount.


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Statement opens the itemised breakdown of commissionable events behind the figure owed, with Mark settled to record that you have paid the period out. Settling is bookkeeping — it records payment, it does not move money. You can select several agencies and settle in bulk; only those actually owing anything are touched.


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AGENTS DO NOT NEED INVITATIONS

This is the part most people get wrong. A field agent's phone number is their login — they receive an SMS code and sign in with it. Add them under the agency with a name and phone, assign their centres, and they are ready.


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An agent with no phone number on file cannot sign in, and the agents list says so in red.


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Team invitations from Settings are for office staff, not field staff.


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SCOPED ACCESS FOR AGENCY MANAGERS

Giving an agency manager a login is a two-step job: invite them from Settings → Team with the Agency manager role, then use Manager access on the agency to scope them to it. They then see only their own centres, agents and fulfilment — campaigns, budgets and billing stay hidden.

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