• the Marketing addon enabled (please feel free to contact [email protected] if you would like more information on enabling this addon)

• the correct administrator permissions (“advisors”)

• understood the difference between the limitation levels

• gathered advisor-specific data, including:

  • name

  • access limitation level

  • (optional) email address and contract details

• Log in as an administrator with the permission “advisors” (included with the Role “Marketing advisor” in addition to “Superuser”).

• From the Main menu, go to Marketing > Advisors

Add new advisor:

• Click the “+ Add a new advisor” button.

• Enter the Advisor’s name and territory.

• (optional) If a different, less random tracker code is desired, enter it now. After saving the Tracker code will not be able to be edited.

• Choose the desired access level:

  • Ability to manage applications, offers, tasks – this gives the same access as the applicants who have the Advisor’s Tracker code.

    • CC applicant email to the advisor - The advisor is able to receive applicant emails. This means, apart from emails consisting credentials, all emails will be CC’ed to the advisor.

  • Full read-only access to applications - this gives access to view the data of the applicants, including documents, who have the Advisor’s Tracker code.

  • Limited access – this gives access to the basic details of the applicants who have the Advisor’s Tracker code.

  • Incognito access – this gives access to only anonymized data of the applicants who have the Advisor’s Tracker code.

• (optional) Allow to register new applicants - This will allow advisor to create the application, which will be associated with advisor’s tracker. Applicant will receive the welcome email with access credentials, while advisor will not get it.

• (optional) Allow to register applicants without an email - This will allow the advisor to register the new applicant without inserting any email address. This means that advisor has a full control on the application and only advisor receives emails, notifications and all updates related to the application. Since this function gives a lot of power to the advisor, it can be only used, if adviros permission is “Ability to manage applications, offers, tasks”.

• (optional) Add one or more email addresses.

• (optional) Add any necessary information about the contract.

(optional) Place advisor in the relevant group for organizational purposes. You can create new groups by clicking on “Manage advisor groups”, (Marketing > Advisros > under the filter tab.) or from System > Classificators > Advisor group. Read more here.

• Navigate to the Self-service section and click on the “Enable self-service” button to generate the necessary access credentials for the account.

• An 8-digit alpha-numeric code will appear in the Self-service section. These are the Advisor’s login credentials. Email them to the Advisor from your preferred email client.

• Don’t forget to save your changes by clicking on the “Save changes” button.

Edit an existing Advisor:

• Locate the Advisor you would like to edit.

• Click on the button with the wrench.

• Select the “Edit” option.

  • Make any necessary changes.

  • Don’t forget to save your changes by clicking on the “Save changes” button.

  • Delete existing Advisor:

• Locate the Advisor you would like to delete.

• Click on the button with the wrench.

• Select the “Delete” option.

• Confirm this action by clicking on the “Sure” button.