This article shows how to edit the permission level granted to a team member or advisor.
Sections in this article:
Edit Team Member Permissions
1. In the Team tab, click Team in the top left of your screen.
2. Select the Team Member whose permissions you would like to edit, then click the green Edit button in the top right of your screen.
3. Select the new Business Team Member Permission.
4. If applicable, select the checking account(s) which you would like this user to be able to access and hit save.
Edit Advisor Permissions
1. In the Team tab, click Advisors in the top left of your screen.
2. Select the Advisor whose permissions you would like to edit, then click the green Edit button in the top right of your screen.
3. Select the new Advisor Permission.
4. If applicable, select the checking account(s) which you would like this user to be able to access and hit save.
Frequently Asked Questions (FAQ)
- Who can edit Permission Levels? Administrators or Super Administrators can edit other team members' or advisors' permissions.
- What are different Permission Levels? View them at Advisor Permissions or Business Team Member Permissions.