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.