Can't Log In to AdvisorEngine CRM
If you are unable to log in to AdvisorEngine CRM, the steps you need to take will depend on the following: Have you unsuccessfully tried to log in five or more times? If so, you will need to contact an Administrative User at your firm to remove the ...
Citrix ShareFile: Setting Citrix Security Permissions
For the Citrix ShareFile integration to be available in AdvisorEngine CRM, you must configure ShareFile to accept AE CRM as a Trusted domain. Because the url for AE CRM varies, there is a list of domains (below) that must be added. Setting AE CRM as ...
AdvisorEngine CRM Security
AdvisorEngine CRM data is safe and secure, protected behind enterprise firewalls and advanced security systems, while industry-standard SSL technology authenticates server connections and encrypts all session traffic. AdvisorEngine CRM hosting ...
The Audit Log keeps a log of most changes made to AdvisorEngine CRM over a set span of days. From this area of the CRM you may perform the following functions: View changes made to any part of your database, both the current and previous data. Change ...
Managing Access to Areas of AdvisorEngine CRM (Feature Security)
Feature Security allows the AdvisorEngine CRM firm Administrators to determine which areas and features each User Group has access to. Feature Security is access from Settings > Feature Security from the Site Navigation bar. The Feature Security is ...