- Access the client or advisor profile you wish to setup users for from your client list by selecting their name.
- Access the user maintenance menu via Clicking on your photo or person icon in the top right. corner
- Select “Settings” -> “Add/Edit Users"
- This will take you to the user maintenance page, where you will find the “New User” prompt.
- Accessing the “New User” prompt will open the user creation tool. You will want to fill in your user's details, and also select the relevant option regarding their ability to log into the system. Selecting "Yes" will allow you to set up a password for the new user. You must send the new user their username (email address) and password. The system will NOT automatically send them their login credentials.
- Once you have filled in this form and pressed save, you will be provided with the opportunity to add in other details of this employee if you wish.
- Once you have filled in all relevant details, please use the “Save” prompt, followed by the “User List” prompt to save your changes and return to your user list.