This article walks you through how an admin can assign a user to their comp plan in QuotaPath.
Users can be assigned to a plan whether they have been added into QuotaPath as a member already or not.
It is common for users to be assigned to plans before they are actually invited into QuotaPath so that the admin can test and validate the plan before the rep views any live earnings or attainment.
How to assign Users to a Plan
This process can work whether you have already added the user as a member in QuotaPath or not.
Navigate to the Plans page in the navigation menu on the left.
Click on the Plan you wish to assign them to (Active or Draft).
When you're reviewing the plan structure, scroll down to the Assign Members section, and click the Assign Members button on the bottom right (screenshot above).
You can now search for the members you wish to add.
Workspace Members will show in a list at the top, and if you scroll down, you may see CRM members (those who are not Workspace Members yet) appearing also, depending on the data source you have connected. If QuotaPath can detect your CRM members, and you select to add one of them to the plan, you will also be adding them as a workspace member. (Note: this does raise the total members in your workspace and can therefore trigger prorated invoices for additional users beyond your contracted floor).
If you do not see the CRM Members list, QuotaPath cannot detect the members from your data source, so you may need to add the user as a new member on the Members page and then return to the plan assignment module to finish assigning them once they've been added to QuotaPath.
Once you have found the member you wish to add, check the box next to their name. You can search and select multiple members to add at once.
While selecting members, you can also enter their annual base and annual variable (if needed/wanted) in the fields next to their name. Annual variable will be required if you plan to use the auto rate calculation feature in your component setup.
Click the green next button in the bottom right once you have selected all members you wish to add.
You will now finalize member assignments. You are given the option to toggle on the New Workspace Member email notification or the Plan Assignment email notification. At the bottom of the window, you can set the assigned plan dates for the new members that you are adding. If you check the box to apply to all, the dates that you set will override any previously set dates for all plan assignees.
Click Confirm to finish adding the plan members.
