Users and Roles

Managing Authorized Users

There are three levels of user in BrokerCarrier: Account Administrator, Manager, and Agent.

Authorized Users screen
Fig. 1 – Authorized Users screen

The difference between the user types has to do with their privileges and capabilities within your BrokerCarrier account.

User Type Privileges
Account Administrator Add and Edit Managers/Agents
Full control of all features
Manager Copy and share onboarding link
View and copy embed code
Edit design customization styles
Make announcements
View and search carriers
View documents
Mark carriers on/off DNU
Delete carriers
Create carrier notes
Rate carriers
Add and Edit Agents
Edit own profile
Agent Copy and share onboarding link
View and search carriers
View documents
Create carrier notes
Rate carriers
Edit own profile