View Users

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The Users section manages your user accounts, adviser details & groups and introducer details.

 

 

User accounts can be viewed by clicking the user accounts button. A New User Account can added or edited using the buttons shown below.  

 

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You can view adviser details by clicking the adviser details tab - as shown below.

 

Adviser Groups can be added by clicking the adviser groups tab and then creating the group name & email as per the screen below.

 

 Once added the groups are shown as below:

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Introducer Details can be added by clicking the tab and then the New Introducer Grey Button - located in the top right corner.

 

 

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