Adding new users or deactivating existing users
Making changes to your subscription, you need to send in a Change Request Form
Adding New Users
To add a new user to your Adviser CRM account, you need to send in a request so we can register them for support and training, and we need to know the following information of each user;
- First and Last Name
- Mobile number or a direct phone number for support
- Email Address
- License type: Admin/PA or Adviser.
- Start Date
Deactivating Existing Users
You can deactivate users in the setup area which will stop that user from having any access to any of your CRM information. To learn how to Deactivate a user, please take a look at this link.
Deactivating a user, does not automatically reduce your licensing, You need to Deactivate the users you want, then send in a support ticket and let us know the Name of the user/s you have Deactivated.
Change Request Form
Click the link below to make changes to your licensing.