Overview
Users in the system include Advisors, CSAs, Support Staff, and other Advisory Firm Team Members. Admins are responsible for managing these users.
Access Users
To review or assess users:
Click the gear icon (Settings) in the top menu.
Under the Permissions heading, select Users.
The Manage Users table will open, where you can view, assess, and edit user details.Adding Users
Admins can add new users in two ways:
Click the Add button.
Import from CRM: Pulls users directly from your existing CRM, ensuring information is consistent.
Add manually: Allows admins to create users directly within the system.
User Table
In the Manage Users table, you can view key details for each user:
Name
Role
Job title
Number of assigned contacts
Clicking on a user’s name opens their User Summary Page, where edits can be made.
⚠️ While the system allows internal updates, the majority of firms should manage user information in their CRM and synchronize it with the system. This ensures data consistency and reduces manual updates.