FAQs - ADVISORS Team Management and Permissions
Q: Can i add more than one Advisor to my Client Index?
Yes, you can add more than one Advisor to your Client Index. To do that, follow the steps below.
Step 1: On your Client Index, go to "Advisors Team" and click on "Add Advisor", fill in the advisors details and add the necessary permissions.
Step 1: On your Client Index, go to "Advisors Team" and click on "Add Advisor", fill in the advisors details and add the necessary permissions.
Tick the boxes of the permissions you want the advisor to have and click on save
Step 2: Sub advisor would receive an email to set password and login.
Step 2: Sub advisor would receive an email to set password and login.
Step 3: You can see the status of the invite.
Step 3: You can see the status of the invite.
The sub advisor is inactive until they set password and login through the email sent. You can also resend the invite.
Active sub advisor.
Q: How can i edit a Sub Advisor's permission?
Step 1: On your Client Index, go to Advisors Team and click on the edit/pencil icon .
Step 1: On your Client Index, go to Advisors Team and click on the edit/pencil icon .
Step 2: If you want to remove an advisor's access to any module, you just untick the box and If you want to give an advisor's access to any module, you just tick the box.
Step 2: If you want to remove an advisor's access to any module, you just untick the box and If you want to give an advisor's access to any module, you just tick the box.
Step 3: Permissions are updated and there is an audit log of the changes made.
Step 3: Permissions are updated and there is an audit log of the changes made.
Q: I want to delete an advisor, how can i do it?
On your Client Index, go to Advisors Team, navigate to the advisor you wish to delete and click on the trash bin and confirm deletion
Q: Can I assign multiple advisors to a client?
Yes, you can assign multiple advisors with specific permissions.
Q: Is there an audit log for permission changes?
Yes, all permission updates are logged for auditing purposes.
Q: Can I restrict access to specific client modules?
Yes, you can manage permissions per module for each advisor.
Q: Can I view which modules an advisor has access to?
Yes, permissions are shown by the advisor’s initials on the module list.
Q: Can I edit permissions after an advisor is added?
Yes, permissions can be edited anytime under "Team Permissions."
Q: Is there a limit to the number of advisors I can add?
No specific limit is mentioned, so you can add as many as needed.
Q: What if an advisor leaves the company?
You can delete their profile from the Advisors Team to revoke access.
Q: Can I restrict an advisor's access to certain clients only?
Yes, you can customize permissions per client and module.
Q: What happens if I remove access for a module?
The advisor will no longer be able to view or edit data in that module.
Q: Is there a notification when permissions change?
Permission changes are updated in the audit log, but the platform does not automatically notify users.
Troubleshooting FAQs: Advisors Team Management and Permissions
Q: Why can’t I find the “Advisors Team” option in my Client Index?
A: Ensure you have admin or appropriate permissions to manage the Advisors Team. Contact support if the option is missing.
Q: What should I do if an invitation email isn’t received by the sub-advisor?
A: Ask the sub-advisor to check their spam folder. If the email isn’t there, you can resend the invite from the Advisors Team section.
Q: Can I add advisors who are not part of my firm?
A: Yes, as long as they have the required email and are assigned appropriate permissions during the addition process.
Q: How do I know if an invited sub-advisor hasn’t activated their account?
A: Check the status of the invite in the Advisors Team section. Pending invitations will show as inactive until the advisor sets a password and logs in.
Q: Can I assign different modules to different advisors for the same client?
A: Yes, you can assign module-specific permissions to each advisor based on their role.
Q: What should I do if an advisor’s permissions are not updating?
A: Refresh the page or clear your browser cache. If the issue persists, contact support for assistance.
Q: What happens if I delete an advisor?
A: The advisor’s access to all clients and modules is immediately revoked, and their profile is removed from the Advisors Team.
Q: How do I track changes made to an advisor’s permissions?
A: Use the audit log in the Advisors Team section to view all permission updates and changes.
Q: Can I temporarily disable an advisor’s access without deleting them?
A: No, you cannot temporarily disable access. To remove access, adjust their permissions or delete their profile.
Q: Is there a notification system for permission changes?
A: Permission changes are logged in the audit log, but no automated notifications are sent to the affected advisor.
Q: How can I restrict an advisor’s access to sensitive client data?
A: Customize module permissions to restrict access to sensitive data.
Q: What should I do if an advisor has access to a client they shouldn’t?
A: Edit their permissions in the Advisors Team section to remove access to the specific client or module.
Q: Can multiple advisors work on the same module for a client?
A: Yes, multiple advisors can be granted access to the same module for collaborative work.
Q: What happens if I remove a module from an advisor’s permissions?
A: The advisor will lose access to view or edit data within that module immediately.
Q: Can I reassign an advisor’s access to a different client?
A: Yes, edit their permissions to add or remove access to specific clients in the Advisors Team section.
Q: How do I confirm the permissions assigned to an advisor?
A: View the permissions summary under the advisor’s profile in the Advisors Team section.
Q: Can I restrict an advisor’s permissions based on time?
A: No, time-based permissions are not currently supported. Permissions must be managed manually.
Q: Is there a limit to the number of modules I can assign to an advisor?
A: No, there is no limit to the number of modules an advisor can access, depending on their role and permissions.
Q: What should I do if I accidentally delete an advisor?
A: Re-add the advisor by following the same process as inviting a new advisor. Permissions will need to be reconfigured.
Q: How do I contact support for issues with managing advisor permissions?
A: Use the support bot on the website or email support@diligentsia.co.uk for prompt assistance.