An advisor's permissions can be changed from the original level assigned when they were invited.
How to edit a team member’s 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 permission level. For more information on the permission levels for advisors please see this article.
4. Select the checking account(s) which you would like this advisor to be able to access.
Only Super Administrators and Administrators can edit other team members’ or advisors’ permissions. (though they cannot change their own permissions).
For more information on advisor permission levels, please visit this article.
Questions? Get in touch with our Support Team at firstname.lastname@example.org or 1 (888) 205-9304.