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Tools Menu

The Tools Menu houses the administrative functions of Commission Tracker, including data maintenance, user security, and system configuration options.

Tools Menu

💡 Why Use This

Access the Tools Menu when:

  • Maintaining data accuracy — Run Update Payment Tables after changing commission rates to push new rates to active policies.
  • Managing access — Add, edit, or deactivate user accounts to control who can access your Commission Tracker data.
  • Auditing removals — Check the Deleted Policy Log when a policy appears to be missing from your system.

🗺️ How to Access

Navigate to Tools from the main menu bar.

Available Functions

Function Purpose
Options Menu Customize display and workflow settings (terminated policies, warning messages, House allocation).
Update Payment Tables Synchronize policies with current carrier commission structures for accurate reporting.
Delete Policies Permanently remove policy records from the system.
User Management Control user accounts, roles, and access permissions.
Deleted Policy Log Audit trail for all policy records that have been permanently removed.
Agent Types Add and edit the Agent Type labels used on agent profiles.
Policy Types Add and manage the Policy Type codes used when creating policies.

🔧 Troubleshooting

A function I expect to see in the Tools Menu is not visible. Access to individual Tools Menu functions may be restricted based on your user role. Contact your Commission Tracker administrator to verify your permissions. See User Management for details on role-based access.

I need to audit who deleted a policy. Use the Deleted Policy Log — it records the date, user, and details for every policy removed from the system.

Need help? Contact support@commission-tracker.com