Adding a Firm User #
Only Firm Admins have the ability to add new firm users to the platform.
Firm users include:
- Firm Admins
- Supervisors
- Advisors
For more information about the differences between these roles, see the Understanding Firm User Permissions article.
Adding a New Firm User #
To add a firm user:
- Navigate to Settings → Team
- Click Add Firm User in the upper-right corner
- Enter the user’s:
- Name
- Email Address
- Select the appropriate user role:
- Firm Admin
- Supervisor
- Advisor
- Choose whether the user should be Active or Inactive
- Click Save
Active vs. Inactive Users #
When creating a new user, you can determine whether the account should be active immediately.
Active #
If the user is marked as Active:
- The account is created immediately
- An invitation email is sent to the email address provided
- The user can log in and begin using the platform once setup is complete
Inactive #
If the user is marked as Inactive:
- The account is created but remains disabled
- No access is granted until the account is activated
- The user will not be able to log in
This option is useful when preparing accounts before a future onboarding date.
Selecting User Permissions #
When adding a user, you must choose a permission level.
Firm Admin #
Firm Admins have full access to the platform and can:
- Configure firm settings
- Add and manage users
- Manage companies
- Assign companies to advisors
- Manage licensing and platform customization
Supervisor #
Supervisors oversee advisor portfolios and have visibility into the companies assigned to advisors within their team.
Advisor #
Advisors work directly with assigned companies and only have access to the companies assigned to them.
For a complete breakdown of permissions, see the Understanding Firm User Permissions article.
Health & Value Assessment Access #
If your firm has access to the Health & Value Assessment module, an additional option will appear during user creation.
You can choose whether the user should receive a Health & Value Assessment license.
Users with a Health & Value license receive access to:
- The Health & Value dashboard
- Health assessments
- Value assessments
- Related Health & Value reporting tools
If your firm does not have the Health & Value module enabled, this option will not appear.
Managing Health & Value Licenses #
Health & Value licenses are limited and managed at the firm level.
When assigning a license, the platform will:
- Display the number of available licenses remaining
- Notify you if additional licenses are required
If all available licenses have been assigned, the platform will inform you that assigning another license may create an additional cost for your firm.
Only Firm Admins can assign or remove Health & Value licenses.
After the User Is Added #
Once the user has been created:
- Active users receive an invitation email
- The user appears on the Team dashboard
- Firm Admins can edit the user’s profile at any time
- Companies can be assigned to Advisors and Supervisors as needed
You can manage existing users from Settings → Team by selecting the menu options available beside each user.
Best Practices #
We recommend:
✓ Assigning the lowest permission level necessary for the user’s role
✓ Limiting Firm Admin access to platform administrators
✓ Activating users only when they are ready to begin using the platform
✓ Reviewing Health & Value license assignments regularly
✓ Verifying email addresses before sending invitations
Proper user setup helps ensure security, accountability, and efficient platform management across your firm.