Skip to main content
Configure org-level behaviors that affect imports, calculations, and reporting here.

​
What you can do on this page

  • Configure organization-wide defaults that affect commission behavior.
  • Manage billing/import configuration and parsing-related settings (org-dependent).
  • Configure commission calculation settings, variables, and global rules (manager-only).
  • Copy and paste org config for migrations or support debugging.
  • Understand which settings can impact calculations and statuses.
  • Copy/Paste config: paste opens a review drawer before applying changes.
  • Downstream impact: changes can affect plan parsing defaults, variable interpretation, and calculation behavior.
  • Common failure modes: mismatched configs between orgs and missing required mappings leading to waiting/failed deals.
  • How to verify: see How to verify a setting change took effect below.
  • If it fails: review any validation errors in the paste drawer; if deals become waiting/failed after a change, use Commission Status and Data Hub Errors to find the blocker.
Settings (defaults)

​
Access

  • Open Settings → Settings (in the header dropdown).
  • URL: /{orgId}/settings

​
Copy / paste organization config

At the top-right of the page:
  • Copy copies the current organization configuration to your clipboard.
  • Paste opens a drawer where you can review a pasted configuration and then apply it.
This is useful when you want to replicate settings between organizations (or between a test org/sandbox org and production) without clicking through each tab.

​
How to verify a setting change took effect

  • After a change, refresh the page and confirm the setting persists (especially after Copy/Paste workflows).
  • If the setting impacts calculation, spot-check Commission Status for the affected period and one known deal’s Calculation view.
  • If something looks worse after a change (new Waiting/Failed deals), revert by pasting the previous config and then use Data Hub Errors to find the missing mapping/field.

​
Tabs

Top-level tabs include:
  • Name: organization display name
  • Defaults: default settings used across the app
  • Notifications: notification configuration
  • Customer: customer-related configuration
  • Billing: configuration and parsing settings
  • Invoice: invoice settings
  • Exchange Rates: exchange rate provider configuration
  • Commission: commission calculation + variable configuration
  • Enum Values: manage enum values used by configurable fields
  • Advanced: advanced settings

​
Commission sub-tabs

The Commission tab includes nested sub-tabs (URL-backed via commissionView), including:
  • Calculation
  • Variables
  • Global Rules
  • Display
  • Features
Settings (commission: calculation)

​
Billing sub-tabs

The Billing tab includes nested sub-tabs (URL-backed via billingView):
  • Config
  • Parsing
Most tabs support deep links via ?view= (and related parameters for sub-tabs). Use this when you want to share a direct link to a specific tab.

​
Common issues

  • Paste config will not apply: fix validation errors in the paste drawer. Only paste between orgs with comparable setup (integrations/fields/enums).
  • A settings change caused deals to become Waiting/Failed: revert the change (paste the previous config), then use Commission Status and Data Hub Errors to find the missing mapping/field.
  • I do not see a tab described here: some tabs are org-dependent or feature-flagged; contact support if you think something should be enabled.