Adding New Platform Users

Adding New Platform Users

Users in the AdvisorEngine Wealth Platform come in two forms: Wealth Platform Users and Client Portal 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.

Tip! At the end of this process, new users receive an email to create their password and finish registering. The email is valid for 24 hours. Plan to add new users at a time when they will be able to finish the process promptly.
  1. Navigate to Run Business > User Management > Users.
  2. Click + New User.
  3. Fill in the required fields of First Name, Last Name, Work Email, and Work Phone for the new user.
    • 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.
  4. Click Next.
  5. 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 Allow unlimited attempts at logging in if desired. If not selected the user will be locked out of the system for 10 minutes after 3 failed login attempts. See Unlocking a User for Failed Login Attempts if needed.
  6. Click Next.
  7. Select the Roles that User has to determine their effective permissions in the platform. See Defining Platform User Roles for more information.
  8. Click Next.
  9. Select the Advisor Code(s) that the user should have access to view data for or select the Set all advisor codes 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 Adding Advisor Codes for more information.
  10. Click Save.

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 24 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.

    • Related Articles

    • Adding New Contacts

      Contacts are the base of all interaction with Prospects and Clients. Contacts can be created directly, imported in bulk, or automatically created as part of the digital onboarding experience. Adding a New Contact To add a single Contact to the ...
    • Adding and Editing Instruments

      Create, edit, and manage Instruments in the Instrument List Page. Instruments are the actual Securities (such as a mutual fund or stock) that make up the building blocks of Models. Instruments are placed into Asset Classes to provide a more generic ...
    • Adding and Editing Models

      The Models page allows users to create, edit, and manage models. Adding New Models Navigate to Grow Practice > Customization > Models. Click Actions > + Add New in the upper right. Fill in the necessary content in the available fields: Display Name: ...
    • Adding and Editing Questions

      The Grow Practice > Customization > Questions tab provides a list of all possible questions that can be selected to create a Questionnaire used during the client onboarding process. Adding New Questions To create new Questions for use in ...
    • Adding Advisors

      Though not required, it is suggested to create all relevant Advisor Codes for the Advisor first. Adding a Single Advisor Navigate to Run Business > Firm Profile > Advisors. Click + New Advisor in the upper right. The Advisor Profile page opens. Fill ...