Adding team members to client accounts

For Advisors

Steps:

1. In your partner's dashboard click on the name of the client, to which you want to add a team member.

2. On the administrator dashboard there are two links you can use to add a new team member.

3. One is in the bottom right information box, and the other is in the top navigation.

4. In the team administration area, you can see a list of your users.

5. In the upper right hand area, you will see a white lozenge that has the number of active users you have.

6. To add a new member, click on the add team member button.

7. In the side panel, enter the name and email address of the new team member.

8. You can also set their user level.

9. In this case we are setting James at the level of user.

10. On this screen, you can also start to allocate client accounts to this team member, but this is covered in another video.

11. You can also choose whether this team member can create new invoices for their allocated client accounts. This can be changed once the team member has been set up.

12. Click on the Invite to team button.

13. You will be then returned to the team administration screen.

14. The new team member will be sent an email by the system. They need to check their email client for an invitation email and follow the instructions for 'Joining Your Team'.