Lesson 7.4 - Assigning User Roles: How to add administrator and advisor user roles

This article explains how to add Administrator and Advisor user roles to a user's account.  We recommend having at least 2 users designated as Administrators for your firm's account.  This provides backup if one of the administrators is unavailable.  To add a user role:

1. The existing administrator must login to the admin role.

2. Select the user you want to have administrator/advisor access.

3. Go to the Roles field and check the Admin and/or Advisor box that appears in the drop down.

4. Save your changes.

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