Overview
Access to commission data in NextAgency is controlled through user roles and permission settings. This article explains the available access levels and how to configure them for your team.
Commission Access Levels
| Access Level | What the User Can Do |
|---|---|
| Full Commission Access | View, create, edit, and delete commission records. Import statements, manage splits, configure sub-agent allocations. Typically for Admin Brokers and commission managers. |
| View-Only Commission Access | View commission records and reports only. Cannot create, edit, delete, or import any commission data. |
| Writing Broker with View-Only | Sees only the splits assigned to their own user profile. Cannot see other brokers' splits or full statement totals. |
| No Commission Access | The Commissions section is not accessible. |
Configuring Commission Permissions
- Go to Settings > Agency Settings > Users.
- Click on Actions > Edit.
- Enable 'Commissions: View, add, edit and delete commissions' to grant commission access.
- Enable View Personal Commissions/Splits Only alongside Commissions to restrict to read-only.
- Save. Changes take effect on the user's next page load.
Note: Only Admin Brokers can assign commission permissions. A user cannot grant permissions they do not themselves hold.
Sub-Agent Management Access
Creating, editing, and deleting sub-agents is a separate permission from general commission access. A user can have full commission visibility without being able to modify sub-agent records — useful for finance staff who need the numbers but should not change who earns them.
- Go to Settings > Agency Settings > Users.
- Click on Actions > Edit.
- Enable Sub-Agents to allow creating and editing sub-agent records.
- Save. Changes take effect on the user's next page load.
Writing Brokers and Commission Visibility
Writing Brokers with view-only access have a scoped view:
- On the Members tab, they see only splits assigned to their own profile.
- They cannot see splits assigned to other brokers or sub-agents.
- They cannot see raw carrier commission amounts — only their allocated share.
Recommended for individual producers who should see their own book without seeing the agency's full commission picture.
Best Practices
- Grant full access only to staff directly responsible for managing commission data.
- Use view-only for finance or reporting staff who need visibility but should not change records.
- Use Writing Broker view-only for producers who only need to see their own allocations.
- Review commission permissions periodically, especially after staff changes.