To add new agency users in NextBroker, you should have the Administrative Broker permissions, so this article is aimed at users that have such permissions within NextBroker. Follow these steps:


  1. In the navigation bar, click Fast Access > Manage Users.
  2. In the upper-right corner of the User Management page that opens, click Add an Authorized User.

        

  1. In the Add an Authorized User window that opens, you should fill the name of the user, their email address, location, and role. The field arrangement in the window may change depending on the role.

        

  1. When ready, click Save. As a result, the user will get an invitation by email.


The following user roles are available:


  • Administrative Broker. Administrative Brokers have broad authority concerning your agency’s business. They may view and manage all of your agency’s prospects and clients, including those of other brokers. Administrative Brokers may manage carrier profiles and enrollment kits. They have access to your agency’s billing information and NextAgency invoices. If this user should not have these permissions, consider adding the user as a Writing Broker or Support Staff.
  • Writing Broker. Writing Brokers are permitted to view and make changes to their own prospects and clients and to appoint Support Staff to help them. They may manage carrier profiles and enrollment kits used by your agency. Only Administrative Brokers may appoint Writing Brokers. Administrative Brokers can customize the permissions for Writing Brokers within the same Add an Authorized User window.

            

  • Broker Support. When you select this role, an additional field will appear, where you should specify the corresponding associate brokers/writing brokers. Support Staff are permitted to view and edit only the prospects and clients to which the Broker adding them as user has access. If appointed by an Administrative Broker, they have access to all prospects and clients in your agency. If appointed by a Writing Broker, they have access only to that Writing Broker's prospects and clients. Administrative Brokers can customize the permissions for Support Staff within the same Add an Authorized User window.

        

  • Agency Support. Support Staff are permitted to view and edit only the prospects and clients to which the Broker adding them as user has access. If appointed by an Administrative Broker, they have access to all prospects and clients in your agency. If appointed by a Writing Broker, they have access only to that Writing Broker's prospects and clients. Administrative Brokers can customize the permissions for Support Staff within the same Add an Authorized User window.

        


Note: Before adding any broker as an authorized user, make sure that you trust this person.