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The TFS Administration Tool includes a wizard to help create new TFS users. From the File menu select New User. Each of the tabs is described below


General


Broker


  1. Contains general information about a broker.
  • Is Broker?: Determines the entity's broker status.
  • No (default): The new user is not a broker. The other fields on this tab cannot be edited.
  • Yes: The new user is a broker. The other fields on this tab can be edited.
  • Name: Full name of the broker. If the Entity section was completed on the General tab, the Name field will automatically be completed.
  • Short Name: short name of the broker. If the Entity section was completed on the General tab, the Name field will automatically be completed.
  • Team: Select the team that the broker belongs to.

2. Is where you configure the brokerage information.

  • Brokerage %: Enter the brokerage percentage of an application brokerage earnings that this user keeps.
  • Volume Brokerage: Enter the percentage of volume brokerage earnings that this user keeps.
  • Brokerage (Incremental) determines the % of the brokerage revenue that the broker will get dependent on the value of the brokerage. See the Brokerage (Incremental) page for more detail.

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If the user is a broker toggle to Yes with the spacebar.

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