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.
From here, click on the employee you want to manage.
To edit their details, select Actions and Update Basic Details.
The following modal appears allowing you to edit details including the employee's name, role, group and adviser split.
Information on employee permissions is available here.
From here, click on the employee you want to manage.
To edit their details, select Actions and Update Basic Details.
The following modal appears allowing you to edit details including the employee's name, role, group and adviser split.
Information on employee permissions is available here.
Updated on: 19/02/2025
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