Hosted Solution Implementation - Checklist

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• Hosted Solution Implementation - New Adviser Checklist

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• Hosted Solution Implementation - Adding Advisers

  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 ...

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  Capabilities Overview Type Capability Description System Admin Contractor Adviser/Support staff Contractor2 Office Manager Adviser Personal Assistant / Receptionist Administration Access MailChimp Integration Allows user to access MailChimp ...

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