Managing Active Users and Licenses
AdvisorEngine CRM is licensed and operates on a per-user basis. Each Active User requires one license.
To add new Users, either another license must be purchased or a current active User must be deactivated.
To preserve data integrity, Users cannot be deleted.
From the User Profiles Grid, you can see the number of licenses your firm has purchased and if any are available. If you need to create a new User and have no free licenses, you can either deactivate an existing User or purchase and additional license.
Managing Active Users
Users are managed from the User Profiles Grid (Settings > User Profiles).
- Locate a User that you want to activate or deactivate.
- Click at the end of the User’s row. The User’s profile will open to the Name & Details tab.
- Click to make changes.
- Select or clear the Active checkbox as needed.
- Click to commit your changes.
link at the top left if you need to return to the User Profiles Grid to make more changes.
Purchasing Additional Licenses
Contact the AdvisorEngine Admin department at 1-866-586-9873 to purchase additional licenses.
Adding New Users
Once you have a free license available, see Adding New Users.
Adding New Users
To add a new User to AdvisorEngine CRM, you must have a free CRM license. Adding a New User Navigate to Settings > User Profiles. Click +New User 1. The Enter User Information window will appear. In the Name & Details tab, enter the following ...
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Managing User Profiles
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Managing Record Visibility and Security through Owner and Editor Groups
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User Profile Overview
The following article covers the details of a User Profile in AdvisorEngine CRM. For information on the User Profile management Grid, see Managing User Profiles. Accessing a User Profile To open your own User Profile, click the user icon in the ...