Team Management

Team Management features allow organization administrators to add users, assign roles, and control access to AdvisorWorld features. Adding Team Members Navigate to Admin → Users Click Invite User Enter the team member's email address Select their role (Advisor, Manager, Admin) Send the invitation User Roles Advisor Standard user access. Can search products, save favorites, generate reports, and share with clients. Cannot access admin features. Manager Everything an Advisor can do, plus view team activity, access team reports, and manage advisor assignments. Admin Full access including user management, organization settings, billing, and compliance configuration. Managing Permissions Fine-tune what each role can access: Report types available Product categories visible Client sharing capabilities Export and download permissions Activity Monitoring Admins can view team activity including: Reports generated and shared Products searched and saved Login history and session details Compliance-relevant actions