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Create a New User Group

Adviser Portals websites already come with three groups set up; Gold, Silver & Bronze, in-mind of how advisers may segment their clientbank post-RDR. You can of course create as many other groups as you wish.

  1. Hover your mouse over the Dashboard link in the editing toolbar at the top of the site
  2. In the dropdown click on Add Group from under the Members menu
  3. Enter the name of your new group and a description if you wish
  4. You can also decide whether you want to include an expiry date for this group or just leave this unchecked
  5. Click Add.