When adding team members, you’ll have access to set commission rates and appropriate permissions level for them. The commission rates set on team member profiles will be used to calculate commissions. All team members should have their own login to OPUL to properly track user actions.
Step 1: Log in to OPUL.
Step 2: Click your Username in the top right corner, then select Practice Settings. This functionality is only accessible to Practice Administrators – if you don’t see “Practice Settings” in your dropdown menu, please consult your Practice Administrator.
Step 3: Select Team Management.
Step 4: Select Invite Team Member.
Step 5: Fill in the new team member’s information, including their name, credentials, email address, and commission rate. Select proper permissions for that specific team member:
- Require Login sends an invitation to a team member to create a login for the OPUL platform to process transactions and manage patients.
- Administrator allows team members to process transactions and manage patients, in addition to having access to reporting, catalogue management, and merchant account details.
- Fulfillment List adds team members names to the “Fulfilled By” dropdown during checkout and should be selected for any team member that sells products or performs services.
Step 6: Select Add Team Member.
Have Questions? Contact OPUL Customer Support at
hello@OPUL.com or (925) 678-5377 for assistance