Separate the people who set brokerage terms, book deals and collect commission.
| Role | Client rate cards | Deals and pipeline | Commission lines | Invoicing and receipts | Market prices | Brokerage analytics | Calculator and statements |
|---|---|---|---|---|---|---|---|
| Brokerage Owner | Approve | Edit | View | View | View | Edit | Approve |
| Broker | Edit | Edit | Edit | Edit | Edit | Edit | Edit |
| Accounts | View | View | Edit | Edit | — | View | View |
| Admin | Edit | Edit | View | View | Edit | View | View |
| View Only | View | View | View | View | View | View | View |
Decides client brokerage terms, activates rate cards and reviews earnings, collections and broker performance.
Starts on: Draft Rate Cards
Books deals with sellers and buyers, moves them through stages, keeps client details current and records mandi prices.
Starts on: Draft Rate Cards
Checks commission lines, applies adjustments, records receipts and follows outstanding brokerage.
Starts on: Deal Board
Maintains commodities, users and access; is not a routine approver.
Reads deals, commission and dashboards without changing records.
Start free, then use Proto to change fields, steps and approvals before your team goes live.