Add or Remove Users
5 articles
- How to add a new adviser to the system
- How do I set up my introducer users?
- How to Add a New Adviser or User to Your Smartr365 AccountStep-by-step guide for System Administrators to invite and onboard a new adviser or user to a firm's Smartr365 account, including required details and common issues.
- How to Add or Change User Roles in Smartr365 (Including System Administrator)Guide to adding, changing, or removing roles (e.g. System Administrator) in Settings → User Management, which accounts can do this, and what the AllowUserRoleManagement setting controls.
- Save Profile Button Is Greyed Out After Adding a User's Team or Role AssignmentWhy the Save Profile button appears greyed out after adding or viewing a user's team and role assignments, and how to confirm the assignment was saved successfully.