Adding New Platform Users
Users in AdvisorEngine come in two forms: Users of the Wealth Platform itself (Wealth Platform Users) and Users of the Client Portal (End-Client Users). In practical terms, these are the employees of the firm and the firm’s clients or prospects, respectively.
The following process adds a new user to the wealth platform.
At the end of this process new users receive an email to create their password and finish registering. The email is valid for only 12 hours. Plan to add new users at a time when they will be able to finish the process promptly.
- Navigate to Run Business > User Management > Users.
- Click .
- Fill in the required fields of First Name, Last Name, Work Email, and Work Phone for the new user.
Enter the Username. This will be the email address that the user will use to log in to the platform and receive communication for setting and resetting the user’s password.
Select the Roles that User has to determine their effective permissions in the platform. See Defining Platform User Roles for more information.
Select the Advisor Code(s) that the user should have access to view data for or select the Adding Advisor Codes for more information. checkbox. This controls which Advisor Code data the user can view and work in, which is different than assigning an Advisor Code to an Advisor for billing and revenue purposes. See
- If your firm uses Two-Factor Authentication (2FA) for login security, set the Work Phone to the cell phone the user will receive the 2FA messages with.
- Fill in any other optional fields as desired.
The new user will receive an email with a link to complete the registration process and create their password. Again, this link is valid for only 12 hours. If the deadline passes before the user can act on the email, you will need to follow the steps for Resetting a User’s Password to resend this email.
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