First, you will need to log in. 


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From your home screen, scroll to the bottom and select "Send invitation"


Send Invitation.jpg

Once you have selected "Send Invitation" a pop-up will appear, you will need to enter the name and email address of the invitee and then assign them the role of "Adviser or Paraplanner". 


Note: To add a new user to your subscription you must have an available license. To deactivate an account that is no longer in use to free up a license, follow these instructions. To purchase an additional adviser or auxiliary license contact for assistance. 

Note: Once they register they will only have access to the clients they create in the system. To add further access to their account please follow the instructions here. Adding all client access to a colleague's account. 

*A secondary way to add a user is demonstrated in the video below.