If you're looking to add a new user to your NextAgency account, there are a few steps you need to follow first.
Firstly, you must ensure that your NextAgency license has enough seats available. To check this, go to Settings > Billing > Manage Seats. Here, you can increase the number of seats based on the number of users you want to add. Once you've made the necessary changes, be sure to click Save to update seats.
Once done, you can follow the below steps to add new users to your NextAgency account and ensure that everyone on your team has access to the tools they need.
To add new agency users in NextAgency, you should have Administrative Broker permissions, so this article is aimed at users that have such permissions within NextAgency.
- In the navigation bar, click Fast Access > Manage Users.
- In the upper-right corner of the User Management page that opens, click Add an Authorized User.
- In the Add an Authorized User window that opens, you should fill in the user's name, email address, location, and role. The field arrangement in the window may change depending on the role.
- 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 including your agency's license fees. If new users should not have these permissions, consider adding them as Writing Brokers 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 is permitted to view and edit only the prospects and clients to which the Broker adds them as the 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.
IMPORTANT: Before adding any broker as an authorized user, make sure that you can trust this person.
If you have any further questions or concerns, don't hesitate to reach out to our support team for assistance.