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Adviseraide allows administrators to add additional staff members into their company.
Adding a staff member may incur charges to your subscription. You’ll be informed of the charges when you sign up to a paid plan after trial period.

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Creating a new user

1

Navigate to Users page

In the left-hand navigation menu, choose Users. This page lists all users associated with your company.
2

Review existing users

Review existing users to ensure the person you wish to add is not already listed.
Users list page
3

Click Create User

Click the Create User button at the top of the Users page. The following form will appear requesting the new user’s details.
Create user form
4

Fill in user details

Fill in the user’s details and assign a temporary password. The user will be able to change this password after logging in.
5

Select permissions and save

Adviseraide offers several permission tiers, select the appropriate permissions and click Save User at the bottom. Once the account is created, share the temporary password with the user.
For best security practice, request the user to change the password upon login.