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 Tab
Broker Tab
- 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.
3. Is where you enter account details for a broker for reporting purposes. These details will appear on invoice reports.
- Bank: Enter the entity's bank name.
- Contact/Branch: Enter the bank branch.
- Account Name: Enter the account name.
- BSB: Enter the bank's BSB number.
- Account Number: Enter the account number.
- Notes: Enter notes about the entity's account details
4. On broker specific reports, a disclaimer is shown at the bottom of the report. If the disclaimer is different to the default, then enter a broker specific disclaimer. This will replace the default one of the broker specific reports.