How to add a new adviser to the system

To add a new adviser or admin to the system, follow these steps:

1. Click on the "Users" tab.

2. Click on the "Add New User" button.

3. Fill in the user's details. The fields marked with a * are mandatory.

Note that the user's email must be unique and cannot be the same as a client or introducer email address.

4. Assign a role to the user. This will determine the type of user they are, such as a Mortgage Adviser. You can also assign multiple roles to a user, for example, a user who needs to be a System Admin, Mortgage Adviser, and Protection Adviser all in one account.

Click on the "Assign a Role" button.

5. Choose the desired role for the user and assign them to a team. Click the "Assign Team" button and select a team from the dropdown menu.

6. Finally, click on the "Save" button and the user will be added to the system!