Unlocking a User for Failed Login Attempts
If a User becomes locked out for failed password attempts, an administrative User can unlock all currently locked users with the following process:
- Navigate to Run Business > User Management.
- Click in the upper right.
Note: This will also unlock any End-Client Users currently locked.
Changing a Client's Login Email
If a client changes their email address, there are a few places you’ll need to update that for the client in the Platform so they can begin logging into the Client Portal with their new email address. Be sure to complete all the steps below when ...
Recommended User Roles
Recommended User Roles Below you will find tables of recommended permission settings based on three major typical roles within a firm. These roles vary from firm to firm, of course, but the given permissions are recommended. Advisor Home Office Admin ...
End-Client User Management
End-Client access to the Client Portal is automatic for anyone who has gone through the prospect flow and created a profile for themselves. For clients who have had accounts opened through the Advisor-led process, access to the Client Portal must be ...
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, ...
Deleting a Wealth Platform User
To remove a Wealth Platform User: Navigate to Run Business > User Management > Users. Locate the User to delete and click the delete control at the end of the row. Confirm the action by clicking Ok in the pop-up. Warning! This cannot be undone!