Creating an Adviser Administrator

Creating an Adviser Administrator

InfoBefore creating an Adviser Administrator, you must first create an Admin User, Adviser Company and an Adviser, for information on how to do this please read: Creating an Admin User, Creating an Adviser Company & Creating an Adviser

Step 1: 

Click on the cog icon in the top right-hand corner of the Portal screen to access the Maintenance Panel:


Step 2: 

Once you have accessed the Maintenance Panel, select the option for 'Adviser Administrators':


Step 3: 

Once you have accessed the Adviser Administrators page, click on the option to 'Add New':


Step 4: 

Next, fill out the details of the Adviser Administrator (including selecting their relevant Advisers) to create their Adviser Administrator user record:


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