The admin of the Firm's account is able to add Advisers, Paraplanners, and Operations to the system.
Click on your name on the top right > Settings > People Management on the menu bar on the left.
Click on Add People
Input the team member's Name and Email address, select a role from the dropdown list, and select the privileges the team member will have
By clicking on add another member, you can add as many people as you like, all at once
Click on Invite member to complete the process
The team members will receive an email with your invitation to enter the system. Once the invitation has been accepted, you will be able to see your team members in the People Management section. Thereafter you can edit their accounts.
For more information, please visit our official website or contact our support team at support@advicefront.com.