Roles and Permission – Take 44 / NextAgency

It’s simple:

Log onto NextAgency and click on the down arrow next to your name in the header. Select “Account Settings” from the drop down menu.
Scroll down to the “User Management” section and click on the “View/Edit Authorized Users” link.
Click on the “ADD AN AUTHORIZED USER” button.
Select the appropriate role from the drop down menu.

To change a current user’s role, simply click the pencil in the Actions column next to the user’s name.

If you are adding a new user you may need to add a seat to your NextAgency license. This can be done by clicking on the Manage Seats link.

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).