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Firm Settings
Firm Settings
If you're an admin you'll have to provide all the necessary information about your firm
6 articles in this collection
Written by
Gavin Stanley
and
Claudia Santos
How to Manage your team's permissions
Written by
Claudia Santos
Updated over a week ago
How to set up Agreements
How to get started building Agreement templates within Advicefront
Written by
Gavin Stanley
Updated over a week ago
Adding your Firm's Details
If you're an account admin you'll have to fill in your firm's information into your account.
Written by
Gavin Stanley
Updated over a week ago
Create your firm's landing page
A step-by-step guide to create a beautiful landing page for your business.
Written by
Gavin Stanley
Updated over a week ago
Invite your Firm's Advisers
Find out how you can add your firm's team into the system.
Written by
Gavin Stanley
Updated over a week ago
Manage your Firm's People
Edit your advisers and paraplanners' role, connections, and access level.
Written by
Gavin Stanley
Updated over a week ago