How to manage which members of your team see which clients - Manage Client View/Advisers

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

If your firm is set up is that certain staff members only have access to certain clients, then this page will be relevant to you.

Navigate to Admin Portal> All Clients> Manage Client View and you'll see a list of all your clients. Click on the dropdown icon on the right next and you'll be able to grant other members of staff access to the client. You can use the tickboxes to give either View access only, or View & Edit Access. Be sure to click on the blue tick on the right to save the submission.

Something to note is that whichever member of your staff adds a given client to your system will automatically be assigned as the clients primary adviser. 

At the client level, you can see which members of your team have access to a specific client, by selecting the given client, and navigating to Mange> Advisers> Firm Advisers. Here you will see which members of your team have either View access or both Edit and View access.