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

  1. Navigate to Settings > User Profiles.
  2. Click +New User 1. The Enter User Information window will appear.
  3. In the Name & Details tab, enter the following required information:
    • Office: If your Firm takes advantage of the Office feature, select the Office(s) the new user belongs to.
    • Username: The email address for the new User. This must be a valid email address to complete the registration process.
    • Confirm Username: Enter the email address a second time to verify.
    • First Name
    • Last Name
    • Primary Role: Select closest match for the User’s role in your firm.
    • Active: Select this checkbox in order to make this new User active in the system upon save. If you do not select this button, the invited user will not be able to log in.
  4. Enter any other details you would like here and in the Contact Information tab.
  5. Click Save and Invite to commit your changes.
  6. The user you have just created will receive an invitation email to complete their registration.

1 If you do not see a New User button above the Grid, you will see a notice that you have no free licenses. See Managing Active Users and Licenses for more information.

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