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.
Advisor Certification Upload
Licenses and certifications can be added at both the Admin and Advisor level.
Admin Level Certificate Upload
Admins can upload and manage advisor certifications directly within a user’s profile.
Navigate to the Certification Section
Go to Settings.
Select Permissions.
Click the User’s Name you want to update.
Toggle to Licenses and Certifications.
Click Add.
Complete the Certification Form
Enter the required certification details:
Certificate Name (required)
Issuing Organization
Issue Date
Credential ID (if applicable)
Upload the Certificate File
Click Browse under Upload File.
Select the certification or license document from your device.
Click Save.
Advisor Level Certificate Upload
Advisors can also add their own licenses and certifications from their profile.
Navigate to the Certification Section
Click your Profile Picture.
Toggle to Licenses and Certifications.
Click Add.
Complete the Certification Form
Enter the same certification details:
Certificate Name (required)
Issuing Organization
Issue Date
Credential ID (if applicable)
Upload the Certificate File
Click Browse under Upload File.
Select the certification or license document from your device.
Click Save.
The certification will then appear within your Licenses and Certifications record for future reference.