From your Advisor Dashboard, you can easily set the permissions for your staff, so that every user gets exactly the access they need. You do this with roles.
Below you can see how to assign a role to a user, what the different roles mean, and which permissions come with them.
How to assign a role to a user
1. Go to the Staff menu and click the user you want to set a role for. If you want to set the role for a user who has not been created yet, click the Add staff button in the top right corner:
2. Select the role you want in the What level of permissions should this staff member have drop-down, and click Save to continue:
The user's role has now been changed!
You can always change a user's role later.
If you add new staff by importing a CSV file, you can choose their roles right there, which makes it easy to set roles for a large number of users at once. Read more about this in this article under Create by importing a CSV file.
Permissions of the different roles
You can choose between four different roles for your staff.
Administrator
Can assign staff members to access groups to give them access to clients.
Can access all clients.
Can add and remove other administrators, managers and staff members.
Can delete anything on the Advisor Dashboard.
Manager
Can add and remove other staff members.
Can add clients.
Can add subgroups under parent groups of which they themselves are a part.
Staff
Can access clients assigned to groups of which they themselves are a part.
Can add new clients.
Restricted Staff
Can access clients assigned to access groups of which they themselves are a part.
Read more about giving your staff access to clients with access groups here. There you can also read more about parent groups and subgroups.