Management

Overview

The Management section tracks how your agency represents each talent:

• Representation Terms - Dated periods of representation, including renewals and endings
• Internal Managers – Team members responsible for the talent
• External Agencies – Other agencies representing the talent

Management information is edited through the talent edit form and the talent's management actions. Representation changes create dated history instead of overwriting the prior agreement.

Representation Terms

Each representation term records one period of your agency's relationship with a talent. The profile keeps the current term, any scheduled upcoming term, and prior terms separate so a renewal never replaces the agreement that came before it.

Term Dates

When both a contract length and contract end date are provided, they must agree. The exact contract end date remains the record of the agreement. If representation ends early, the actual end date is recorded separately so the original contractual end is still visible. A term whose contract end has passed is shown as expired; a term ended before that date is shown as ended early.

Add, Renew, or Correct a Term

• Add Representation creates an initial or new representation term.
• Renew Representation creates a new term linked to the previous one. The previous term stays unchanged in history. A renewal starts the day after the prior contractual end by default, but review the dates before saving.
• Correct Terms is for fixing an entry. It keeps the original term in history and adds a corrected record; use it instead of changing history by hand.
• End Representation records the actual date representation stopped and the reason. It does not replace the contractual end date.

To review the timeline, open the talent profile action menu and choose View History. Talent History shows representation-term activity, including who created, renewed, corrected, ended, or voided a term and when it happened. Notes entered during a change remain with the history record.

For a renewal, open the current term and choose Renew Representation. NowRep defaults the new start date to the day after the contractual end date. Review the dates and contract length, add a note if needed, then save. The new term is linked to the previous term, which remains unchanged in Talent History. Use Correct Terms for an entry mistake; do not edit a previous term to represent a renewal.

Permissions

Any active team member with access to the account can view representation details. The Manage Talents permission is required to add, renew, correct, or end terms, archive or restore a talent, and open Talent History from the profile. Representation details do not grant permissions; access continues to come from the team member's role.

Archive and Restore

Archiving and ending representation are separate actions:

• Archiving hides the talent from active roster views but does not automatically end a representation term.
• When archiving, enter an actual end date only if representation ended and you want to end the current term as part of the archive.
• Restoring a talent does not edit or reopen an old term. You can restore the profile without starting representation, or enter a new start date to create a new restoration term.
• Previous terms remain in Talent History through archive and restore.

Internal Managers

Internal managers are team members from your account who are responsible for a talent. Each talent can have one Primary manager and up to four Secondary managers, with five active internal managers total.

Manager Roles

Assigning an Internal Manager

1. Open the talent's profile
2. Click Edit in the action menu
3. Navigate to the Management section in the edit form
4. In the Internal Managers area, click Add Manager
5. Select a team member from your account
6. Choose their role (Primary or Secondary)
7. Optionally set a start date and add notes
8. Click Add

Note: Only one Primary manager is allowed per talent. If a Primary manager already exists, edit or end that relationship before assigning another Primary manager. You can also rebalance assignments from Team Coverage.

External Agencies

External agencies are other companies that also represent the talent. Each talent can have up to 10 active external agency relationships.

Why Track External Agencies?

• Coordination – Know who else to contact about a talent
• Conflicts – Avoid double-booking across agencies
• Mother Agency – Track the talent's primary representation

Adding an External Agency

1. Open the talent's profile and click Edit
2. Navigate to the Management section
3. In the External Agencies area, click Add Agency
4. Select an agency from your Directory
5. Optionally select an agent (contact) at that agency
6. Check Mother Agency if this is the talent's primary agency
7. Set the start date and optionally an end date
8. Add any notes about the relationship
9. Click Add

Note: You can only select agencies that already exist in your Directory. If you need to add a new agency, first add it via Directory, then return to link it to the talent.

Mother Agency

The Mother Agency is the talent's primary representative—typically the agency that discovered or originally signed the talent.

• Only one agency can be marked as Mother Agency per talent
• The Mother Agency is displayed prominently on the talent's profile
• If you try to mark a second agency as Mother Agency, you'll see a warning

Linking to Directory

External agencies are stored in your Directory. This means:

• Agency information is centralized
• Updates to the company apply across all talents
• You can see which talents an agency represents from the company profile

Viewing Management Information

Management details are displayed on the talent's profile page, showing:

• Representation terms (current, upcoming, and historical)
• Assigned internal managers with their roles
• Linked external agencies with Mother Agency designation

Ending Management and History

Use End Management when an internal manager or external agency no longer represents the talent. Choose a reason and add an optional note for context.

Ending management closes the relationship instead of deleting it. The former manager or agency, dates, reason, and note remain available in the talent's History. Reassigning a manager follows the same history-preserving process.

Management Best Practices

• Assign managers early – Set up Primary and Secondary managers when onboarding new talents
• Keep information current – Update manager assignments when team responsibilities change
• Track external relationships – Document all agency relationships for clear coordination
• Designate Mother Agency – Always mark the primary agency for clarity on commission and decision-making