Overview
SecureSafe Exchange users who have the Administrator role can create and manage Client Advisors within the SecureSafe Exchange platform.
This article outlines the steps to create and manage Client Advisors.
Create a new Client Advisor
Follow these steps:
- Login to Exchange
- Click + icon to add a new Client Advisor
- Fill in the Client Advisor details form
- Click Save. Client Advisor is created and appears in the dashboard
Important:
The username is unique and can not be changed after creation.
Note:
Client Advisors can be setup first and activated at a later stage when needed.
The newly created Client Advisor will receive an email at the provided email address with a direct link to SecureSafe Exchange. They are ask to login to SecureSafe Exchange with their username and the temporary password.
Once login, they are able to setup their own password.
Manage Client Advisor
Follow these steps:
- Login to Exchange
- Search for the Client Advisor in the dashboard
- The following actions are available directly in the table via the respective icons:
- Edit details (first name, last name, email, phone number)
- Reset password
- Activate or deactivate Client Advisor
- Delete Client Advisor