Employee Management Controls




Review Employee Access Levels



Employee Details: Complete list of registered employees who have access to your firms clients and their accounts.

  • Date Created:
  • Employee Name
  • Email:
  • Remove:


Add An Employee

Provide the following Information:

  • Employee Name
  • Employee Email
  • Password
  • Confirm Password

Note: You will set the employees password for them and need to share it with them when providing them access for the first time


Assign Client Access by Employee







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