How to give different levels of access to your team members - Manage Roles

*This is an Admin-only feature. If you are not your firm's Admin, you will need to request your firm's Admin undertake this*


Navigate to Admin Portal> Users> Manage Roles to assign admin privilege to another member of your team by clicking the pencil icon on the right next to their name.  

Be advised, you only have 2 admins per firm. 

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