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User Management

User Management, located under the Tools menu, controls database access and security permissions. Administrators use it to manage who can log in and what specific actions each user can perform.

💡 Why Use This

Use this utility when:

  • Adding new team members — Create login credentials for new staff before they begin using Commission Tracker.
  • Restricting access — Limit what users can see or do based on their role (e.g., prevent agents from viewing other agents' earnings or deleting records).
  • Deactivating former employees — Remove or disable accounts when staff leave to protect your data.
  • Reviewing session activity — Check the Session Log to see when users were active in the system.

🗺️ How to Access

  1. Navigate to Tools → User Management.
  2. Enter the Tools password when prompted (default: password).

Change the Default Password

To update the Tools password, check the Change Password for Tools box on the login screen, enter your new password, and click Save. Use a strong password that is not shared outside your administrative team.

Login Security

Managing Users

User List and Credentials

The main grid displays all current users. From here you can add new team members or update existing credentials.

  • Username and Password — Assign unique login credentials for every staff member.
  • Email — Each user must have an email address entered here. This is required at login — users without an email on file will not be able to access the software.
  • Name — Each user must have their full name entered here. This is also required at login every time they access the software.

User List

Adding and Editing Users

Use the entry fields to add a new user or update an existing user's details. After making changes, click Save or Update to commit to the database.

Edit User Details

Permissions and Security

Permission Toggles

Use the checkboxes to restrict specific actions for individual users. Common restrictions include:

  • Delete permissions — Prevent accidental or unauthorized deletion of policies or payments.
  • Reporting access — Restrict access to sensitive financial or agent-specific reports.
  • Administrative tools — Limit who can access global settings and Carrier Commission Tables.

Permission Toggles

Session Log

The Session Log records:

  • Which user was logged in to the software.
  • When they logged in and when they logged out.
  • Additional activity information for audit purposes.

Session Log

🔧 Troubleshooting

A former employee's account is still showing as active. Open User Management, locate the user, and either remove them or disable their account. Verify the session log shows no recent logins before removing to confirm they are no longer accessing the system.

I forgot the Tools password. Contact support@commission-tracker.com for assistance resetting the Tools password. Do not share the default password (password) with general users — it should be changed immediately on first use.

A user cannot access a report or function they need. Check the Permission Toggles for that user in User Management. The relevant permission checkbox may be unchecked. Enable it and click Save.

Need help? Contact support@commission-tracker.com