Lesson 7 - Administrator Role
- Lesson 7.1 - Managing Users
- Lesson 7.2 - Assigning Seats
- Lesson 7.3 - Setting up and Managing Teams
- Lesson 7.4 - How do I add an adminstrator role to a user in my firm?
- Lesson 7.4 - Adding a Header Logo & Changing the Theme Color
- Lesson 7.5 - Creating a Shared Plan Template
- Lesson 7.6 - How Do I Create and Share Portfolio Allocation Models?