How do I set up and manage my users’ access permissions?

This step-by-step summary explains how to set up a member of your firm (for example an adviser or paraplanner) on our technology platform and manage their access and permissions.

What you’ll need to get started

To set up and manage users on our technology platform you need to be a Master User.
You will also need:

The new user’s name, date of birth, email and contact number.
Your adviser firm’s FCA number.
The username that the new user wishes to be known as.

Setting up a new user

① From the platform homepage click on ‘System Admin’.

② Click on ‘Add User’.

③ Select ‘Set up a new adviser user’ or ‘Set up a non-adviser user’.

Select ‘Start’.

④ On the ‘user details’ screen:

Select the level of access from the dropdown menu.
Complete the required contact information fields.
Click ‘Next’.

⑤ On the ‘user account access’ screen:

Select the clients that the user needs access to (this could either be all clients under your firm or clients belonging to particular advisers) or duplicate another user’s access.
Select the ‘Read/write’ radio button next to the relevant adviser to select clients.
Click ‘Next’ to continue.

⑥ Click ‘Submit’ to create the new user.

A green banner will appear at the top of the screen confirming the new user has been created and providing an authorisation ID. IMPORTANT: You will need to provide the user with this authorisation ID.
Once submitted, the new user will receive an email with a link to complete their set-up. They will need the authorisation code you give them to complete this set up.

Managing a user’s access permissions

As a master user you can use the ‘maintain users’ screen to personalise existing users’ online access and preferences in line with their role in your business.

① On the maintain user screen type ‘Adviser’ in the search bar at the top. From here you can:

See if a user’s online access is active and the number of clients they have.
Edit and manage an existing user’s account by clicking on their name.

② Click on ‘View/Edit’ next to a user’s name to:

Resend an activation email to that user and view the user’s authorisation ID.

Transferring clients from one adviser to another

① From the platform homepage click on ‘System Admin’.

② Click on ‘Transfer Clients’ and select the adviser to transfer clients from.

③ Select the clients to transfer, to transfer all clients select ‘All’.

④ Select the new adviser to transfer the clients to and click ‘Next’.

⑤ Review the information and select ‘Submit’. The client will now be transferred to the new adviser.

⑥To view an audit trail of clients, click on ‘Audit Trail’ which will display those clients moved.

Updating and changing user details

① From the platform homepage click on ‘System Admin’ and search for the user you wish to edit using the search box.

② Once the user details are displayed click on ‘User Permissions’. From here you can amend users access levels and personal details. Once you have amended these and are happy click ‘User permissions’ to submit.

③ The new user details are displayed immediately after submitting.