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