Settings
Managing User Profiles
An AdvisorEngine CRM User is anyone who has (or had) unique login credentials for accessing your CRM database. The User Profiles Grid (Settings > User Profiles) shows you all Users ever created in your database, both Active and Inactive. In order to ...
Managing Active Users and Licenses
AdvisorEngine CRM is licensed and operates on a per-user basis. Each Active User requires one license. To add new Users, either another license must be purchased or a current active User must be deactivated. To preserve data integrity, Users cannot ...
Adding New Users
To add a new User to AdvisorEngine CRM, you must have a free CRM license. Adding a New User Navigate to Settings > User Profiles. Click +New User 1. The Enter User Information window will appear. In the Name & Details tab, enter the following ...
User Profile Overview
The following article covers the details of a User Profile in AdvisorEngine CRM. For information on the User Profile management Grid, see Managing User Profiles. Accessing a User Profile To open your own User Profile, click the user icon in the ...
Logging Out of AdvisorEngine CRM
Users logged in to AdvisorEngine CRM are automatically logged out under any of the following conditions: After the specified amount of idle time set in Firm Preferences. After 15 minutes of idle time with your computer locked or sleeping. Every ...
Unlocking a User Account
If a User in your firm has become locked out for exceeding five failed password attempts, an Administrative User can unlock the User’s Profile. Navigate to Settings > User Profiles. Locate the affected User and click Edit to open the User Profile. On ...
Firm Profile
The Firm Profile consists of two main tabs: Firm Information and Firm Preferences. Firm Information Firm Details Click Edit in the upper right to make changes to your Firm's contact information. The Firm Name will display on printed Reports if ...
Editing the Standard Action Form
To adjust which fields and features are available in an Action card by default, use the Standard Action Form Features setting. All fields will be available in the Detailed tab of an Action, but you can remove clutter and unused fields from the ...
Changing the Inactivity Logoff Time
Firm administrators have the option to designate the amount of inactive time all users are allowed. AdvisorEngine CRM will automatically log off Users after the inactive time has been reached. Navigate to the Firm Preferences tab of Settings. Click ...
User Group Management
User Groups allow you to segment your Users to control who will have rights and permissions to view features or modify data throughout the program. Navigate to Settings > User Group Management. Groups will display in a Grid. You can edit the Group’s ...
Configuring the Record Layout
In the Record Layout, the top navigation, fields in the Record and Person Summary Cards, and the available widgets may be customized at both the Firm and User level. Firm-level Configuration Access to firm-level configuration is controlled by the ...
Managing Access to Areas of AdvisorEngine CRM (Feature Security)
Feature Security allows the AdvisorEngine CRM firm Administrators to determine which areas and features each User Group has access to. Feature Security is access from Settings > Feature Security from the Site Navigation bar. The Feature Security is ...
Hiding Features
If your firm does not use particular areas of AdvisorEngine CRM, these features can often be hidden from view using Security Groups and Feature Security. To hide features, you must first create a User Group with no members. Navigate to Settings > ...
Login Security
Login Security allows the AdvisorEngine CRM Firm Administrator to set parameters for user login. To access Login Security, navigate to Settings > Login Security from the Site Nav bar. The following options may be customized: Use Challenge Questions: ...
Multi-Factor Authentication
To enable advanced login security beyond simple username and password or even a challenge question, AdvisorEngine CRM Admins can enable Multi-Factor Authentication (MFA). When conditions are met, a User will be prompted to enter a Verification Code ...
User Defined Fields
Though AdvisorEngine CRM includes many areas to store data, that does not mean everything your firm needs is automatically included. However, you may expand what data you store in your CRM through the use of user defined fields. To access the user ...
List Maintenance
With few exceptions, the contents of the drop-down lists within AdvisorEngine CRM can be customized through List Maintenance. Navigate to Settings > List Maintenance. Drop-down lists that can be customized are listed in the top Grid alphabetically. ...
Audit Log
The Audit Log keeps a log of most changes made to AdvisorEngine CRM over a set span of days. From this area of the CRM you may perform the following functions: View changes made to any part of your database, both the current and previous data. Change ...
Exporting Your AdvisorEngine Database
Though AdvisorEngine performs nightly backups on your database that can be recovered up to two weeks prior upon request, you may have need to export your data for a local backup or other purposes. AdvisorEngine CRM provides a tool to export your ...