Advice Designer

Create a Workspace

How to set up all elements within a Workspace

Configure a Workspace

Invite a user

How to remove or Deactivate a user in a Workspace

Remove/Deactivate user access

High level overview of User types and their respective permissions

User Roles & Permissions

Add Risk Profiles in your Workspace

Add/Manage Strategy Text

Add/Manage Product text

Add/Manage Fact Sheets

Add Branding/Themes to your Workspace

Add Quick Text (Workspace)

Add/Manage Modelling Preferences

Create a Licensee

Add/change details. Workspace, Users, Disclosures and Remuneration preferences of the Licensee

Configure a Licensee

Configure a Organisation

Workspace, Licensee & Organisation

Go to Advice Designer

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