User Roles & Permissions

FrontRunner gives you the ability to assign your Team Members different permission levels based on their role in your agency. Below is a brief overview of each user role and it's permissions: 

Type	Permissions
User	Basic viewing of their own personal dashboard Ability to write and issue their own sales Cannot view or edit other Team Member’s sales or bonuses
User Plus	Has the ability to issue and manage sales other than their own User Plus members cannot see bonuses for other Team Members
Administrator	Has the same permissions as the Agent/Account Holder Ability to issue sales, see payroll, and view bonuses for Team Members This role is typically assigned to Office Managers or similar roles
Viewer	No ability to input sales

How to Change Platform Permissions for a Team Member:

1. Go to Agency Set Up
2. Click on Step 2: Management Options
3. In the section titled Team Members, locate the Team Member you are changing and click on the orange pencil icon to the right of their name.
4. Their information now be visible on the left side.
5. Locate the Platform Permissions section and click the drop-down to view all user types.
6. After selecting the desired permission, click Update User to save the changes.

To learn more about how you can further customize specific permissions for a team member, click HERE.

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!