Two things that work together: how 21Online tells us who someone is (and how you want each role mapped), and what each kind of person can see — including the office payment view.
1
How the system recognizes who's a broker — and who else gets access
You told us 21Online is the source of truth, and that's exactly what we're building on. 21Online sends several fields about each person; the official role it assigns is the reliable one, so that's what drives access. (There's also a free title each person can type themselves — it's inconsistent, so we don't use it for access.) As more people log in, the real signal keeps filling in. Here's where it stands per country.
Three situations below. Clear — the official role cleanly marks brokers, switched on automatically. Needs your input — a role exists but you tell us whether it means broker, some Hub access, or none. Still collecting — 21Online isn't sending a clear broker marker yet (or enough logins yet), so we need you, or your country's 21Online admin, to help close the gap. For each role, tap how it should map; anything mapped becomes automatic for everyone with that role.
Answering for:Loading…
🇵🇪Perubroker signal present
afiliado is the confirmed broker marker here — every Peru broker we verified carries it (locked). The rest are your call.
Official role
Plain meaning
Should map to
afiliadolicensed broker
Jose Chavez, Carlos Zavala, Luis Smith…
Broker
directordirector
Executive role
BrokerHub accessNone
gerentemanager
Manager role
BrokerHub accessNone
coordinadorcoordinator
Angelo Vallenas, Joseline Florez, Karla Hernandez ⚑
BrokerHub accessNone
asistenteassistant
Sara Cubillas ⚑
BrokerHub accessNone
communityManagermarketing
Marketing role
BrokerHub accessNone
🇧🇴Boliviabroker signal present
Same clean afiliado broker marker as Peru (locked). One Bolivia broker is currently locked out by the old logic — the same correction fixes them.
Official role
Plain meaning
Should map to
afiliadolicensed broker
Ariel Hubsch, Carlos Arzabe, Odalis Camargo…
Broker
gerentemanager
Manager role
BrokerHub accessNone
🇵🇾Paraguayno broker signal
21Online sends no "afiliado" for Paraguay at all — across everyone who logged in, not one. So we can't auto-detect Paraguay brokers from the same marker. But it does send director and gerente — are those your Paraguay brokers? If so, mapping them fixes Paraguay automatically. If not, Paraguay brokers get granted by hand until 21Online sends the right data.
Official role
Plain meaning
Should map to
directordirector
8 people — possible brokers?
Broker?Hub accessNone
gerentemanager
8 people — possible brokers?
Broker?Hub accessNone
asistenteassistant
Alyne Alcaraz, Daisy Gonzalez, Laura Rebollo ⚑, Mia Gill, Quimey Cacéres…
BrokerHub accessNone
consultorconsultant
Consultant role
BrokerHub accessNone
supervisorsupervisor
Supervisor role
BrokerHub accessNone
🇨🇱Chilebroker signal thin
Still collecting. Chile went live most recently, so we've only seen a couple of logins so far. afiliado does appear but on too few people to confirm yet. As more Chile brokers log in this will firm up — and your Chile lead can confirm with their 21Online admin what should be coming through.
Official role
Plain meaning
Should map to
afiliadolicensed broker
2 people — unconfirmed
Broker — confirmHub accessNone
directordirector
Executive role
BrokerHub accessNone
gerentemanager
Manager role
BrokerHub accessNone
asistenteassistant
Maderly Suazo
BrokerHub accessNone
administrativoback-office
Admin / back-office
BrokerHub accessNone
⚑ One thing to watch — flagged people
Sara Cubillas (PE), Karla Hernandez (PE) and Laura Rebollo (PY) have a low-level job title but carry an admin-level authority in 21Online — so they're probably people you elevated on purpose. Mapping purely by job title would get them wrong. Confirm these three separately so a blanket rule doesn't accidentally demote your own admins.
To talk through
Two countries send a clean broker marker (Peru, Bolivia) — switched on automatically. Paraguay sends no broker marker and Chile is still early. Fastest fixes: tell us whether Paraguay's directors/managers are its brokers, and share this with each country's leadership so they confirm with their own 21Online admin what should be coming through. We're also evaluating a few other fields 21Online sends to see if any give a cleaner backup signal for the countries that don't have one yet — more on that as the data builds.
2
Leadership Hub access — quick recap
This is the model you already approved (full picture in the earlier visual). Recapped here just so the billing section makes sense. Two dials: how many offices someone sees, and whether they see the numbers. A ★ means they can also give access to others.
You — Master ★All offices, full numbers, gives access company-wide
Operations team ★Same view as you; can give access too
Office broker ★Full numbers for their office; gives access within it
Restricted staffOpens the Hub, no numbers, cannot give access
AgentsNo Leadership Hub at all
As you set it
You asked that everyone with Full Access be able to give access — you company-wide, each broker inside their own office — so it doesn't all sit on you. Restricted people can give access to no one. That's how it's built.
3
Billing — the office payment view
The all-offices payment view (who's paid, who hasn't, who's past due) follows the same top level of access you set above. You asked that everyone with your level of access see payments too — so it's tied to Full Access at company level, and it stays inside each country.
You & your operations teamPeru — Full, company-wide
See the payment view for every office in Peru — paid, unpaid, past due.
Each country's heade.g. Paraguay's CEO
See the payment view for their own country's offices only — never another country's.
Office brokerone office
Sees and pays their own office's billing. (This office payment piece is new — it's being built now.)
Restricted office adminone office
Can pay their own office's bill, but doesn't get the all-offices view.
Restricted staff & agentsany level
No payment view.
$80 / office across all four countries
Each country stays separate — no cross-country view
Corporate / HQ offices are never locked out
To talk through
Two open items on billing: Chile's currency (USD like everyone else, or local), and the two Chile offices (Prime & Lumia) not on Juan's master list — are they real offices that should bill?