Managing Employees
To get a list of all your employees, go to the contacts tab and filter by account type employee. Above their name will be their role- either Owner, Admin or Member.
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From here, click on the employee you want to manage.
To edit their details, select Actions and Update Basic Details.
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The following modal appears allowing you to edit details including the employee's name, role, group and adviser split.
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Information on employee permissions is available here.
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From here, click on the employee you want to manage.
To edit their details, select Actions and Update Basic Details.
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The following modal appears allowing you to edit details including the employee's name, role, group and adviser split.
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Information on employee permissions is available here.
Updated on: 19/02/2025
Thank you!