Objectives
- Enable the Advisor Portal
- Add Advisors
- Configure Manage the Advisor Portal
Steps
The advisor portal is an additional add-on that sits on the top of adds a layer of functionality to the core application and brings all that allows external advisors to be on one platform to eliminate redundant processes and improve the efficiency and speed of data sharing
It has its own portal. The licenses of the advisors are depending on how many advisors the client needs or works with.
How to access it?
The admin will be able to access the advisor portal by clicking on the System Settings on the main menu.
Scroll to the Advisor Portal box to set up and configure the add-on.
Head to Manage Advisors to be able to add and manage the advisors in the Advisor Portal.
a unified platform, eliminating duplicate processes and improving data-sharing efficiency.
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How to Enable it:
First of all, in order to enable and configure the Advisor Portal you must go to the SystemSettings→Setup & Configuration
Then from the Advisor Portal tab, Enable the feature.
You can also Enable here the Multi-Factor Authentication.
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Add Advisors:
Adding and managing the Advisor Portal could be done from the Advisor Portal section in the System Settings.
The Manage Advisors is where you can add and manage your advisors.
This page shows the list of active advisors A list of the active advisors is viewed with their details. The green dot indicates that the advisor is active.
You can use the advanced search to search for a specific advisor.
The advisor can either be added via the Actions button or via the Add Advisor link at the top of the page.
You will be asked to lookup for a person to copy his information into the advisor and to which company is related.
Once you enter the details and press on save, the advisor will receive an email with the URL of the advisor portal and the login credentials.
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