Overview
Sub-users make it easier for your entire team to participate in your Preferred Partner Program without needing to manage separate partnerships.
From the Team tab in your account, you can invite team members, choose whether they receive commission for the leads they send, manage pending invitations, and update or revoke access at any time.
Adding sub-users is free. Once invited, team members can begin using select features connected to your existing account and partnerships.
What Can Sub-Users Do?
Sub-users have access to the tools they need to work with your preferred partners while remaining connected to your main account.
They can:
Leads:
Send leads to your existing partners
View the leads they personally submitted
See updated lead statuses when a partner updates them
Inspection Repair Estimator:
Upload inspection reports to the Inspection Repair Estimator
View and access estimates they previously created
Use estimates to connect clients with your existing partners
Share an estimate as a quote with a provider they already know
Sub-users do not receive full access to manage your account, invite partners, or edit/cancel partnerships.
Invite Your Team
You can add team members individually or upload multiple team members at once using a CSV.
Option 1: Add Team Members Individually
Open the Team tab in your comarketing account.
Choose the option to add a team member.
Enter their:
Name
Email address
(Optional) Phone number
Commission rate
Send the invitation.
Your team member will receive an email from notifications@comarketing.com with instructions to create their account.
Option 2: Upload Your Team with a CSV
If you have a larger team, you can add multiple users at once.
Open the Team tab.
Select the bulk upload option.
Upload a CSV containing each team member's:
Name
Email address
Phone number, optional
Commission rate, optional
Review your team information and send the invitations.
Team members will receive their invitations from notifications@comarketing.com.
Commission Rates
Choosing a Commission Rate
What commission rate should you choose?
What commission rate should you choose?
You can choose whether team members receive a percentage of the earnings generated from the leads they send.
We recommend a 20% commission for agents.
Why?
Offering commission gives agents a direct incentive to use the program and consistently send leads through your preferred partners. This can help improve program adoption across your team, strengthen partner relationships, and increase your team's overall earnings, all while aiding in agent-retention.
Commission can be set when the team member is invited and updated later if needed.
Not Offering Commission
What if I don't want to offer commission?
What if I don't want to offer commission?
You can set a team member's commission to 0%.
When commission is set to 0%, your team member can still use the available sub-user features, including sending leads and using the Inspection Repair Estimator.
Information related to earning money will not be shown to that team member. For example:
Their invitation will not tell them they are being invited to earn commission
They will not be prompted to connect a bank account for payouts
Earnings-related information will not appear in their account
This lets you give your team access to your Preferred Partner Program without introducing individual commission.
Commission Updates
How to update a team member's commission rate?
How to update a team member's commission rate?
You can change a team member's commission rate after inviting them.
Open the Team tab.
Find the team member you want to update.
Click the three dots next to their name.
Edit their commission rate.
Save your changes.
If the team member has already created their account, the new commission rate will automatically apply to their account.
Resend a Pending Invitation
If someone hasn't accepted their invitation yet:
Open the Team tab.
Find the team member.
Click Resend.
A new invitation will be sent from notifications@comarketing.com.
If they don't see it, ask them to check their spam or junk folder.
Revoke a Team Member's Access
If someone should no longer have access to your program:
Open the Team tab.
Find the team member.
Click the three dots next to their name.
Select the option to revoke their access.
They will no longer be able to access your program as a sub-user.
Using the Inspection Repair Estimator
Sub-users can upload inspection reports to the Inspection Repair Estimator and access estimates they've previously created.
From an estimate, they can:
Connect the client with one of your existing preferred partners
Share the estimate with another provider as a quote
If a sub-user shares an estimate with a provider who is not currently part of your Preferred Partner Program, comarketing may follow up with that business to learn more about them and determine whether they may be a good fit for your program.
When appropriate, we'll work to vet and onboard the provider so your team can continue building a network of highly rated, reviewed, and trusted partners.
A Note About Credits and Cost
Adding sub-users is free.
Activity from your sub-users is connected to your main comarketing account.
When a sub-user uploads an inspection report to the Inspection Repair Estimator, the required credits are deducted from your account's available credit balance.
Credit usage varies based on the report, and larger inspection reports may require more credits to process.
Because of this, adding sub-users does not create an additional charge by itself, but your overall credit usage may increase as more members of your team begin using the Estimator.
Start Adding Your Team
Adding sub-users gives your team a simple way to access your preferred partners, send leads, and use the tools already available through your comarketing account.
Open the Team tab to begin inviting your team.
Need help? Send us a message through the chat box in your account or email support@comarketing.com.