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How do I set up and manage my users’ access permissions?

This step-by-step summary explains how to set up a member of your firm (for example an adviser or paraplanner) on our technology platform and manage their access and permissions.

Date: 26 October 2022

What you’ll need to get started

To set up and manage users on our technology platform you need to be a Master User.
You will also need:

  • The new user’s name, date of birth, email and contact number.
  • Your adviser firm’s FCA number.
  • The username that the new user wishes to be known as.

Watch time: 3 minutes

How do I

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