How to add a Trusted Advisor?

Modified on: Mon, 16 May, 2022 at 12:15 PM

You can help your client by adding Trusted Advisor access to the company folders. To do this please access the client's vault.

Adding a Trusted Advisor

Adding a Trusted Advisor

Step 1: Go to the Contact tab and click on the contact tab

If the contact is not created. Click the Plus button on the top-right corner to add the contact to the vault. 
Info! If you have a vault and also a Profession Portal, and you are planning to add as a Trusted Advisor your team, remember first to create their access in the Portal, and later create their Trusted Advisor Access to your vault using the same email address.

Step 2: Click Set Permission

Step 3: Set the Permission

  • Company folders Permissions: You can give access up to a level 2 folder. Click the arrow to display the subcategories inside a category and narrow the contact access. When you select the full category, the user will have full access to all the subcategories and a checkmark will be displayed. If you click have provided access to a specific subcategory a minus symbol will indicate partial permission to that category. 

Step 4: Click Save and Send the Email notification

  • The contact will receive an email invitation to become a Trusted Advisor. They will need to accept the invitation and set up a password for their access. 
  • A new label will show in your main contact list to indicated that the user is a Trusted Advisor. You can use the header on the column to filter the type of contacts.

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