Add new team members to your account by navigating to your admin section (gear icon, left-side icon) and selecting Team.
To add a new user to one accounts:
Click "Invite New User" in the top left of the Team window. This will bring you to a new page.
After entering your new user's information you can select their role, account-wide permissions, and any account you would like to add them to.
After selecting an account you will see a dropdown appear relating to names of dashboards in that account. This is the dashboard(s) this user will view upon first signing in.
Make sure to select the dashboard you would like this new user to see on sign in.
To add a new user to multiple accounts:
From the "Add New User" page, you should also notice an option under the current account you're in: "View Other Accounts You Manage"
Click this to reveal all the accounts you have Administrative privileges to. Select any account you would like to add this user to along with the respective dashboard for those accounts and this user will immediately have access across all of them.
To edit existing permissions
This team interface is the same for you no matter which account you are currently in (client or advisory). You can edit the permissions of any user by selecting "Edit" next to their name.
The popup dialogue box has a number of options:
- Account Level Permissions: toggling this dropdown next to the account's name will affect the account-wide permissions
- Dashboard Permissions: toggling the dropdown next to any dashboard will affect that dashboard's permissions.
- Portfolios Permissions (where applicable): toggling this dropdown will affect who can view that particular portfolio