Adding Advisers Overview

• From the Add menu, select Add User
  
  

• Enter the Adviser's Full Name, Click Next
  
  

• Enter their phone number and email
  
  

• Set their access level to Inactive

If Client is hosted solution - Need to set up a billing department for them.

Don't need to select any License as yet.

• Enter in some log-in details (Login may not be granted to this user but please provide a due care in creating them)

User ID :- Use initial on first name and last name (example: Lawrence SHAMRAKOV, enter as Lshamrakov)

Password: use Passw0rded01 for the time being

Untick "Enable This Account"

Set 'No' to Create new group for this user

• Click the Edit button and begin filling in the adviser's details
  
  

Note : Status is important here, If the adviser is not

Please check yes if the adviser is a registered Tax(Financial) Adviser.

Please check yes if the adviser is an owner of the business.

• Click Save.
  
  
• Once created, don't forget to link it to the respective User Group

• Liaise with Adviser with regards to be required Licenses and Capabilities.
  
  
• Once you know what licenses are required, email licensing@iress.com.au and ask them to add the required licenses to the particularuser ID  and the group they're under.
  
  
• When iress have confirmed the licenses have been added, go into the user record and apply the capabilities: Navigate to key Details - Capabilities
  
  
• Tick all the capabilities the user requires.
  
  
• Alternatively, if one of the access levels is applicable you can use this. Under Key Details - Main - Click Edit.
  
  
• Scroll down till you find the 'access levels' drop down. Chosse the applicable access level. Click Save!

Important!

• Ensure that all users have the following capabilities otherwise they will not be able to merge a report. This is an interim solution.

Administrator Groups

Administrator Users

• Ensure that No adviser gets the capability Enable System Settings.