Roles and Permission
Before adding a new user, you need to add a seat to your NextAgency license first. To do that, please navigate to Settings > Billing> Manage Seats. Increase the number based on the Users you wanted to add and click Save.
After you are done adding the seat to your NextAgency license, please follow the below steps to add the new users.
- Log onto NextAgency and click on your Agency Profile picture at the top right of the page. Select ‘Settings’ from the drop-down menu.
- Click on the ‘Administrative Settings’ tab and choose ‘Users’ from the left side menu.
- Click on the ‘Add an authorized user’ button.
- Fill in the basic information and select the appropriate role from the drop-down menu.
To change a current user’s role:
1. From the ‘Users’ page (Settings > Administrative settings > Users) find the user for whom you want to change the role and click 'Edit User' from the actions menu.
2. Select the appropriate role from the Drop down and click ‘Save’.
Administrative Brokers have the authority to invite Writing Brokers, Sales Support and other Administrative Brokers onto your agency’s NextAgency account. Writing Brokers can invite Sales Support users onto the platform. Sales Support users cannot assign roles.
Administrative Brokers are the power users in your agency. They assign roles, can add and terminate users and have access to all your agency’s NextAgency data. The first person in your agency to sign-up with NextAgency is given Administrative Broker status (this status can be changed later). This individual invites others onto the NextAgency platform. Administrative Brokers can assign others in the agency as Writing Brokers, Support Staff or even as other Administrative Brokers. Be careful in assigning the Administrative Broker role, Writing Brokers have access only to the data of clients assigned to them, Administrative Brokers have access to all information associated with all clients.
Agency Support have access to all cases in your instance of NextAgency. Broker Support staff have access to the cases of the Writing Broker to which they are associated or cases to which they are added to the team. Both are subject to the permissions set for them.
Writing Brokers are brokers signing up under an agency set-up by an Administrative Broker. At it's simplest, people in your agency writing business in their own name are Writing Brokers. Writing Brokers have access only to the data their Admin Broker permits, which by default is just the Writing Broker’s own data. While Writing Brokers can invite support staff onto the platform, a Writing Broker’s support staff can only access data their Writing Broker can access.
To protect sensitive information and allow users to focus on what data they need to see, NextAgency provides you and your clients the ability to restrict who sees what inside NextAgency. Users are either: Administrative Brokers; Writing Brokers; Broker Support, or Agency Support reps. Your agency must purchase a license for each type of user (Please see the Pricing FAQs for details).