
Administrators & Representatives
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How to add a Global Trusted Advisor?
Info! Only available on Two-Tier portals Let's say if you have the sam...
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How to add Administrator or Representative users?
Attention! Multi-tiered portal: add your team members as Administrators befo...
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Trusted Advisor (Collaborators)
Deeper Trusted Advisor An individual who has access to all documents inside...
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Set up your Branded Platform
Your platform's look and feel are just as powerful as the value offered...
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How to upload documents directly to a vault?
All documents that are uploaded to your company folders will be tagged by de...
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How to send an activation email to your clients?
Info! Administrators users only can perform this actions. With your portal...